THADDEUS FOR BANKINGProvidenSI for companies ↗

WHY THADDEUS / FOR SMALL AND MIDSIZED BANKS

Put customer trust
at the center of AI.

Give staff more capacity for customers without losing sight of information control. Define access, inspect evidence, and measure the preparation, review, and correction effort behind each useful result.

The dedicated bank-hosted offering runs a scoped LLM deployment on your bank’s own hardware. The capabilities below help define the right workflow; inclusion, local execution, and controls are confirmed for your deployment rather than assumed from the desktop product.

Get the value measurement guide
AI-generated illustration of a loan officer meeting a business owner in a setting labeled First Security Bank

YOUR PRIORITIES COME FIRST

Start with protection.
Evaluate useful work.

On-premises hosting is one part of the arrangement. Define the information path, technical controls, and operating commitments before sensitive work begins.

Know where customer data goes.

Map processing, stored records, logs, backups, optional services, and support access. Agree on retention and data-use terms for the bank’s deployment.

Explore bank-hosted deployment ↗

Make safety testable.

Start with a read-only pilot. Test access boundaries, incorrect answers, missing evidence, and stopping behavior against agreed criteria.

Plan an evaluation ↗

Give staff work they can check.

Connect policy answers to sources, organize examination evidence, and flag document discrepancies. Keep consequential decisions with accountable people.

Explore banking workflows ↗

TEACH MODE / EVALUATE A REPEATABLE PROCESS

Your bank’s procedures. A repeatable way to help.

Where supported in your deployment, demonstrate an approved browser workflow and save it for a later assignment. An illustrative pilot could use a test portal and synthetic reports to evaluate report retrieval before staff prepare an examination packet.

Confirm browser support, data boundaries, permissions, and reviewer responsibilities for the bank’s environment. Teach Mode is not proof of compatibility with a core banking system or permission to process customer records.

Review Teach Mode and its scope

BANKING RESOURCE / VALUE MEASUREMENT GUIDE

Measuring the Value of AI in Your Bank

Build a business case from the complete job, not a faster draft. A fictional banking example explains staff capacity, service value, operating costs, and actual cash savings.

  • Count preparation, review, corrections, and failed attempts.
  • Separate reclaimed capacity from realized cash savings.
  • Test assumptions before making an investment decision.

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CAPABILITIES IN SERVICE OF YOUR BANK

The benefit. The work behind it.

30 capabilities and setup topics, with bank priorities first and creative tools last.

01 / Access & oversight.

Keep authority inside the assignment.

Start with approved inputs, defined actions, and review points. Confirm the technical controls for your deployment and test the boundaries before customer information enters the workflow.

Customization

Choose a look that feels comfortable for the way you work.

Customize your workspace with a choice of color schemes.

Example task

Choose a color scheme before starting your next task.

What to knowConfirm the available schemes in your release; the final palette count is not yet confirmed.

Plans, checkpoints & delivery review

Make the destination clear before work begins, and make completion something you can inspect.

Set a plan with steps, verification criteria, and known blockers. Use it to keep work within the approved scope and compare delivery with what you asked for.

Example task

Approve the sources, scope, and review criteria for a company policy brief, then compare the deliverable with that plan.

What to knowPlans help keep tasks on scope and support delivery review. They do not prevent every hallucination or guarantee correct, complete, or secure output.

A dedicated working browser

Keep web tasks in a distinct workspace where a person can inspect, take over, and continue the work.

Use a separate persistent browser profile, with user handoff, consequential-action approval boundaries, and duplicate-action protections.

Example task

Research a supplier, review the current page, and prepare an inquiry without submitting it prematurely.

What to knowWebsites remain external services. A separate browser is not a promise of anonymous browsing or zero data disclosure.

Computer & file operations

Move beyond instructions into actual computer work, with a result you can examine.

Work through supported desktop applications, files, terminals, and development tools with the necessary permissions.

Example task

Create a report, save the files, and inspect the output in supported applications.

What to knowSupported workflows vary by platform and build. Operating-system permissions and human approvals still apply.

Relay remote supervision

Stay involved in desktop assignments even when you are away from the desk.

Pair a phone to assign jobs, inspect desktop progress, answer questions, approve actions, receive results, or stop work. Device access can be revoked.

Example task

Review a question and approve the next bounded step from a paired phone.

What to knowPairing, connectivity, and a running desktop session are required. This does not turn local work into an always-on cloud service.

02 / Evidence & review.

Give staff an answer they can check.

Connect a policy answer or research conclusion to source passages, dates, and counter-evidence. Keep uncertainty visible instead of filling gaps with confidence.

Deep Research with counter-evidence

See what supports a conclusion, what challenges it, and where your decision still needs better evidence.

Inspect sources in depth, examine counter-evidence, and grade claims as Supported, Contested, Inference, Uncertain, or Unsupported. Export PDF or Markdown.

Example task

Compare suppliers against your requirements, inspect the underlying sources, and separate substantiated capabilities from unverified claims.

What to knowSource access and quality vary. Evidence can be incomplete or wrong, and important facts and conclusions still require independent review.

03 / Staff capacity & continuity.

Reduce the effort of assembling and restarting work.

Keep approved project context, demonstrate supported browser workflows, coordinate reviewers through Collab, and prepare useful documents. Move independent tasks forward within a clear scope, without removing staff accountability.

Natural, audience-aware writing

Writing that sounds natural and connects with your audience.

Develop clear, conversational wording suited to the reader and situation.

Example task

Turn an approved service brief into a useful customer guide and a concise proposal introduction, each written for its reader.

What to knowReview representative examples, facts, and tone before sharing. No measured editing-time saving or human-authorship claim is implied.

Get to Know Me: import ChatGPT and Claude export files

Give your next task useful background without rebuilding every part of the brief.

Bring available background from supported ChatGPT and Claude export files into Thaddeus to help establish context.

Example task

Import a supported export file, then review the background that can help with your next task.

What to knowWhat carries over depends on file contents and supported formats. This is not individual-conversation import, a faithful recreation of complete history, automatic account sync, or a complete transfer of settings, files, or integrations. Review sensitive information before import.

Persistent project memory

Give the next assignment a history, instead of reconstructing the brief and decisions every time.

Keep saved task context, plans, approvals, checkpoints, research, and results available for later work. Core project records and generated files are stored locally; requested AI, web, media, calling, and connected-app tasks may send relevant information to external services.

Example task

Resume a company project with its approved requirements, reviewer decisions, and unresolved questions saved together.

What to knowContinuity depends on the available records. Review retrieved details rather than assuming perfect recall.

Teach Mode: demonstrate & repeat

Show the process your team already knows instead of explaining every step from scratch. Reuse a demonstrated workflow for repetitive browser work.

Demonstrate a supported browser workflow, save it, and ask Thaddeus to replay the saved process for a later assignment.

Example task

Demonstrate how to reach an approved report in a supported portal, save that workflow, then ask Thaddeus to repeat the process and leave the result for review.

What to knowThis applies to supported browser workflows, not arbitrary applications or every website. Site changes, sign-ins, permissions, and review requirements still apply. A saved demonstration does not grant new authority. For a bank-hosted deployment, confirm availability and information handling in the agreed scope.

Objective-driven background agents

Delegate an outcome instead of supervising each move, while keeping the foreground task available.

Coordinate agents around the objective and carry work forward within the approved scope. Ask for essential missing information or permissions, not a prompt for every step. Supported recovery can resume an assignment after some temporary connection interruptions.

Example task

Review independent company policy questions using approved sources, then collect the evidence and unresolved issues for the responsible reviewers.

What to knowWork continues until the objective is met, a genuine blocker prevents progress, you stop it, or a timer, usage, connection, or runtime limit is reached. Recovery depends on the release, available services, and runtime conditions. This is not guaranteed unattended or 24/7 operation.

Independent tasks in parallel

Keep independent assignments moving together instead of waiting for a single queue to clear.

Keep separate tasks moving together when the work is independent, with a defined objective and approved scope for each. Confirm the current task limit for your release and setup.

Example task

Run a policy comparison, an evidence index, and a synthetic document check in parallel, each with approved inputs and a named reviewer.

What to knowConcurrent work does not remove task dependencies, approval requirements, or usage and runtime limits. Progress depends on available tools, connections, and device resources.

Custom work durations

Give a focused assignment a working window without having to prompt each next step.

Set a custom duration for a defined task. Thaddeus can pursue the goal, check results, and try another approach without a prompt for every routine step. You can stop the work.

Example task

Spend 30 minutes comparing suppliers. Prepare a shortlist, sources, and the questions the team needs to resolve.

What to knowTimed desktop work requires Thaddeus to stay open and the computer to remain awake. Essential input, decisions, or approvals may still need you. Confirm current duration and usage limits. A time window is not a guarantee of completion or uptime, and it is different from scheduling a later start.

Collab for team members

Give the team a common brief and a clear owner for each assignment instead of passing context between separate tasks.

Bring teammates into shared project context, coordinate task ownership, and work with shared files.

Example task

Share the project brief and working files while one teammate owns research and another owns the client deliverable.

What to knowShare only information and files that teammates are authorized to use. Confirm task ownership and review responsibilities before work begins.

Scheduled & recurring work

Turn an approved recurring assignment into a repeatable routine instead of recreating it each time.

Set up one-off and recurring local jobs with reusable templates, recovery state, and durable run history.

Example task

Prepare a weekly operations brief from the approved sources and leave it for a person to review.

What to knowThe computer must stay awake and Thaddeus must be running. Usage, connection, and runtime limits apply; local schedules are not an always-on cloud service.

Artifact Builder: documents, presentations & more

Turn knowledge into tangible work your team can review, share, and use beyond the task.

Create documents, reports, proposals, presentations, guides, and other useful deliverables you can edit and share.

Example task

Create a proposal and presentation from the same approved project brief.

What to knowVerify the facts, calculations, formatting, rights, and intended audience before sharing or relying on the output.

04 / Approved connections.

Connect what the bank needs. Not everything it can.

Choose and evaluate the exact systems and permitted actions for the workflow. Start read-only where practical. A broad app catalog does not establish a validated core-banking integration.

AI employees for defined roles

Give a repeatable responsibility a clear owner and a result you can review.

Assign an AI helper a specific business responsibility with clear instructions and oversight. Confirm the supported role and actions for your setup.

Example task

Define a customer follow-up preparation role with approved inputs, permitted actions, and a human reviewer.

What to knowConfirm permissions, scheduling, human review, and recorded outcomes. This does not promise a permanently active or independently running employee or authority beyond the task. Revenue is not guaranteed.

Social media management

Keep your social presence active and responsive with content connected to the same project brief.

Prepare posts, publish with authorization, and draft or send approved comment replies on supported accounts. Confirm each platform action before use.

Example task

Prepare a week of service-launch posts, review them with your team, and authorize publishing only to supported accounts.

What to knowOrganic posts and replies are distinct from paid advertising. Account access, supported actions, rights, and authorization are required; platform coverage is not universal.

Otto in your browser

Work through the steps on the page with help that follows the task you assign.

Use Otto for supported browser interactions and web tasks under your direction.

Example task

Ask Otto to navigate a supported site and help complete a form, then review it before authorizing submission.

What to knowAvailable actions depend on the website, connection, sign-in state, and permissions. Consequential actions still require authorization.

Business app connections

Connect the assignment to the business tools where the work actually happens, with less manual transfer.

Connect supported business accounts and bring approved actions into the task. Confirm the specific app, supported actions, and account access before relying on a connection.

Example task

Use approved customer context to prepare a CRM update and a message for review.

What to knowCatalog inclusion does not mean every action is available. Account eligibility, scopes, credentials, service limits, and authorizations apply.

Business workspace: customer records & follow-up

Keep customer details and the next useful action together instead of maintaining disconnected working notes.

Organize supported customer records, follow-up activities, and recorded results in one business workspace.

Example task

Prepare an approved customer follow-up list and review the recorded outcomes.

What to knowConfirm which records and activities are supported in your release. This is not a complete CRM or email-nurturing system. The built-in workspace, an external CRM connection, and a separately built CRM are different arrangements.

Paid advertising management

Bring the research, production, and operational parts of a campaign into a more connected workflow.

Support campaign, creative, audience, budget, and reporting operations for eligible Meta Ads, Google Ads, and LinkedIn Ads accounts.

Example task

Prepare creative and campaign settings, then review them before authorizing publication or spend.

What to knowPlatform eligibility, policies, account permissions, budgets, and explicit action approval apply. Performance is not guaranteed.

Managed Calling Agents

Give approved customer communications a defined purpose and a record the business can follow up on.

Explore a calling agent for a defined customer-communication task. October 10 beta setup was still upcoming; confirm release readiness and supported call actions before planning a live workflow.

Example task

Call a customer who has given the required consent to confirm an appointment.

What to knowCalling is separate from conversational voice and audio generation. Confirm availability, consent, destinations, service terms, and limits. Each call requires authorization and applicable disclosures. No unsolicited marketing calls.

Conversational voice & paired-phone SMS

Stay connected to an assignment and handle authorized communications without rebuilding context.

Express goals and discuss results through supported voice interaction. Use supported voice controls for task oversight and approved SMS through a paired phone. Voice interaction is separate from outbound calling and generated narration.

Example task

Ask for job status by voice, or send an approved appointment update to a customer.

What to knowTexting requires the paired phone to remain powered on and online. Confirm supported actions before relying on inbox reading, inbound sync, or MMS.

05 / Internal tools.

Turn a workflow gap into a tool your team can review.

Prototype with synthetic records, test the interactions, and review security and access before an authorized deployment. Infrastructure and release requirements belong in the scope.

Multiple terminals at once

Keep separate command-line workflows moving without making them share one terminal.

Run multiple terminal sessions at once for supported development and command-line work.

Example task

Keep a local development server running in one terminal while running checks in another.

What to knowCommands operate with granted access and can change files or system state. Destructive actions and changes to the approved scope still need authorization.

Web App Builder: build and deploy online

Take a business requirement from a working build to a supported online destination, rather than stopping at code or a draft.

Build websites, portals, and web apps, test and refine them, then deploy to supported hosting with your authorization. A local preview lets you inspect the work; online deployment makes it available to others.

Example task

Build a service-request portal with synthetic records, test its intake and review flows, and verify the live site after an authorized deployment.

What to knowPublishing depends on supported hosting, account access, and your authorization. Hosting and account costs may apply. Review production security, access controls, accessibility, and operational readiness.

iOS App Development: build, test & prepare for App Store submission

Connect implementation and release preparation instead of stopping at a code sample.

Develop and test an iOS app, prepare App Store materials, and work through supported Xcode release and submission steps.

Example task

Build and test an internal mobile concept and prepare the listing materials for review.

What to knowApple accounts, signing, eligibility, and final approvals are required. App Store acceptance is not guaranteed.

06 / Media generation.

Images, video, and audio when your team needs them.

Create approved training and communication materials. Media generation is secondary to the banking evaluation, may use external services, and is not automatically included in a bank-hosted deployment.

Watermark-free exports

Put the focus on your work rather than the tool used to create it.

Create clean, shareable exports without added visible AI watermarks.

Example task

Prepare a report or presentation to share without an added visible AI watermark.

What to knowConfirm coverage for the document, image, video, or audio export you need. Visible watermarks differ from metadata and content credentials. Third-party rights and required disclosures still apply.

Media generation: images & video

Carry a campaign or training brief across visual production instead of starting again for each format.

Create and edit images, animate stills, generate reference-based video, and assemble a film with timeline editing, captions, audio, and effects.

Example task

Produce an approved product visual, a short explainer clip, and captioned variations.

What to knowMedia generation can have separate usage costs. Review factual accuracy, consent, intellectual property, and editing quality.

Media generation: audio

Extend a business message into reusable audio and educational material.

Create music, scores, and jingles with MP3/WAV exports, and coordinate narrated guides or podcasts with scripts, artwork, show notes, and clips.

Example task

Develop an original training introduction and a narrated version of an approved guide.

What to knowConfirm commercial rights, voice consent, accuracy, and platform terms. Generation does not automatically establish exclusive copyright.

The shared catalog includes October 10 setup topics; current release availability has not been independently reverified. Confirm the features, integrations, and local-processing requirements in your bank’s deployment scope. General desktop timers require an awake computer and a running Thaddeus app. Examples are illustrative, not customer results. Review security and information handling.

A CLEAR FIRST STEP

Choose one banking workflow.
Make the result prove its value.

Define the inputs, access boundaries, evidence, and staff review that your institution needs. Then evaluate the quality and effort of the actual work.