AI for banks, insurers, and financial firms

Senior AI engineers who build inside your environment and your security controls. Your first workflow in production within 5 weeks of kickoff.

Book a 30-min intro call

Who we work with

  • International banks
  • Insurance companies
  • Financial services firms with hundreds of employees

Our team is security-cleared, and everything we build runs where your data lives.

What we build

Customer engagement assistants

that give context-aware answers and next-best-action recommendations

Proposal and insights assistants

that draft tailored proposals from CRM records, deal notes, and product documentation

Internal knowledge assistants

that answer from wikis, decks, and research, with cited sources

Document processing

for onboarding, claims, and review workflows

How we work

  1. Week 1

    Understand your needs. We map processes, data, and risk constraints with your teams.

  2. Weeks 2–3

    Build. A working system on your data, inside your environment.

  3. Weeks 4–5

    Deploy. Integrated with your systems, permissions, and security controls.

  4. After go-live

    Support adoption. Training, measurement, and expansion. Initial rollout in about 6 weeks.

Security and ownership

  • Deployed in your cloud account, private cloud, or on-prem
  • Every team member is security-cleared
  • You own the code and models we build
  • Clear documentation your risk and audit teams can review

Field notes: AI in banks and insurers, from pilot to production under audit

Bring one workflow

In 30 minutes we'll tell you whether it can be in production within 5 weeks, and what it takes.

Book a 30-min intro call

rony@strategus.ai