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Servination
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Automated client reporting for finance, risk and pensions

Generate structured, client-ready reports from assistant outputs, aligned to your existing MI and governance cycles.

Automated client reporting

Servination turns assistant outputs into structured, repeatable client reports for finance, risk, pensions and compliance. Instead of rebuilding the same commentary each month, you define the structure once and let the platform populate the content using your data and assistants.

  • Standard templates for financial, risk and compliance reporting.
  • Reusable report sections aligned to your internal or client formats.
  • Clear attribution of which assistant generated which insights.
  • Designed to sit alongside your existing MI and slide decks.

Example report types

  • Monthly financial performance and liquidity report (FinRes).
  • Risk and control effectiveness review (QCRisk, RegWatch).
  • Pension scheme funding and risk overview (PensionScenario).

Available on: Gold, Platinum and Diamond plans.

Reports demo: from assistants to a client-ready pack

  1. Run one or more workflows or assistant chats for the period in question.
  2. Open the Reports area in the client workspace and choose a template.
  3. Review and tweak the generated narrative where needed.
  4. Export to PDF or copy into your own slide or document format.

This approach reduces preparation time for recurring packs while keeping analysts and advisers in control of the message.