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
- Week 1
Understand your needs. We map processes, data, and risk constraints with your teams.
- Weeks 2–3
Build. A working system on your data, inside your environment.
- Weeks 4–5
Deploy. Integrated with your systems, permissions, and security controls.
- 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.