Industries / Financial services

Take the manual work out of lending, compliance and operations.

Banks, lenders and insurers lose time and accuracy in document-heavy workflows and in the handoffs between core systems and teams. We work alongside your teams to automate lending operations, compliance and back-office work, on the systems you already run.

How we work

We stay accountable for the outcome.

We do not hand over software and leave. We work alongside your teams: we find where manual keying, compliance reviews and volume spikes are costing you, build the fix, and run it with you, with a Center of Excellence your team can own.

01

Assess

Identify the priority workflow and establish the baseline using your own operational and financial data.

02

Build

Build the fix alongside your teams, configured to your workflows and integrated with the systems you run.

03

Run

Operate it with you or hand it over, and measure the result against the baseline you started from.

We measure the result on each area before expanding to the next. See how we work →

What we build on

Built on the stack you already run.

Financial services engagements run on the same foundation we use across industries, integrated with your core and line-of-business systems rather than replacing them.

Intelligent automation
Automation · document processing

Digital workers, document processing and workflow orchestration that run around the clock, with a full audit trail on every item.

Back-office operations →
Data & AI foundation
Data · analytics · applied AI

Your systems connected into one governed view, with AI outputs checked against defined rules and people approving consequential decisions.

Explore Data & AI →
AI Center of Excellence
Road map · governance · enablement

A road map, governance model and Center of Excellence your own team owns, so automation keeps scaling after we step back.

Explore the AI Center of Excellence →

Proof · Financial services

Results from across lending, compliance and insurance.

60 → under 10 days
to onboard a commercial loan, with 80% fewer errors and $6M in FTE savings delivered
Lending · Citizens
78%
of manual KYC and AML work automated, from concept to ROI in three months
Compliance · Flagstar
30X
productivity boost on PPP loans, with $1.1B processed in under a week and 99% the same day
Volume · Regional bank
97%+
of flagged workers' comp cases processed automatically, each in under six seconds
Insurance · Accident Fund
80%
less processing time mapping financial statements from more than 100 countries
Data & AI · Risk intelligence provider

Each figure is a reported result from one customer engagement.

Which workflow is costing you the most?

Tell us where manual keying, compliance reviews or volume spikes are costing you today. We will help quantify it and show you where to start.