Data residency
Data and models stay in your chosen cloud region and tenancy. Clients are never pooled.
- Home
- Industries
- Financial Services
Financial services
Agentic AI for institutions that answer to regulators.
Banks, insurers and capital-markets firms have the most to gain from AI agents, and the most to lose if they get them wrong. We build agents that take on the legwork while people keep the decisions and auditors keep the trail.
- Segments
- Banking · Insurance · Capital Markets · Wealth
- Platforms
- Claude · AWS · Azure · Google Cloud
- Engagements
- Advisory · Implementation · Managed
Segments
One discipline, four businesses.
Each segment has its own systems, rules and risk appetite. Our patterns carry across, and our delivery respects the differences.
Priority use cases
Where FSI clients start.
Workflows with high volume, heavy documents and clear rules, where a person stays accountable for the outcome.
- KYC & onboardingDocument collection, extraction, screening and case assembly for analyst review.
- AML alert investigationContext gathering and cited narrative drafting, with analyst disposition.
- Credit memosSpreading, policy checks and memo drafting, with exceptions flagged.
- Claims & FNOLIntake, coverage checks, triage and evidence packs.
- Underwriting submissionsBroker email, SOV and loss-run ingestion with appetite checks.
- Research copilotsEntitlement-aware search across filings, transcripts and internal notes.
- Regulatory changeObligation extraction, control mapping and impact assessment drafts.
- Contact-centre copilotsGrounded answers, summaries and QA for service teams.
Designed for scrutiny
Built to the expectations of your regulators.
We work alongside your compliance, security and model-risk teams from the first workshop, not after go-live.
Model risk management
Documentation, validation evidence and change control structured for model-risk review.
Explainability
Agents cite their sources and log their reasoning steps, so every output can be traced.
Maker–checker
Consequential actions need a named approver, mirroring your existing controls.
Third-party risk
Delivery documentation and security information to support your vendor due diligence.
Resilience
Fallback paths, rate limits and graceful degradation when a model or tool is unavailable.
How we serve clients
Advise. Build. Run. On your cloud.
We’re a services firm. Clients engage us for advice, for delivery, or to operate their AI systems long term, and most start with one and grow into all three.
Advisory
Use-case discovery, architecture and platform selection, AI governance design and business cases.
- Discovery sprint
- Architecture review
- Governance design
Implementation
Production agents, copilots and RAG systems, integrated with your systems of record and delivered with evals and security review.
- Governed pilots
- Production builds
- Integrations
Managed services
AgentOps after go-live: monitoring, eval regression, cost optimisation, model upgrades and continuous improvement under SLA.
- AgentOps
- Model upgrades
- SLA support
Next step
Pick one workflow. We’ll prove it.
A two-week discovery that ends with a scored use-case shortlist, a target architecture and a fixed-scope pilot plan.