Sectors
AI work shaped around financial services.
The technology may be shared across industries. The processes, controls and consequences are specific. Our work begins with the way your firm operates.
Banks & capital markets
We work with teams across operations, risk, compliance, lending, client service and markets. Projects often involve large document sets, complex approval paths and decisions that need a clear record.
Typical starting points
- Trade breaks and reconciliation
- Operations knowledge
- Client and relationship-manager support
- Credit and lending workflows
- Compliance review
- Policy and procedure search
- Case intake and triage
- Control testing
Asset & wealth management
Investment firms hold valuable knowledge across research, client material, operational systems and specialist teams. We help make that knowledge easier to use while preserving source, permission and review requirements.
Typical starting points
- Research workflows
- Due-diligence questionnaires
- Requests for proposals
- Client reporting
- Investment operations
- Adviser support
- Meeting preparation
- Knowledge search
Insurance
Insurance work combines detailed documents, judgement and established review processes. AI can support parts of that work when the system shows its sources, handles uncertainty and sends the right cases to people.
Typical starting points
- Underwriting support
- Claims intake and triage
- Policy document review
- Broker and customer service
- Operational knowledge
- Quality assurance
- Case summarisation
- Control evidence
Fintech
Fintech teams often need to move quickly while meeting the standards expected by customers, partners and regulators. We support product delivery and the control work around it.
Typical starting points
- AI product features
- Internal operations
- Customer support
- Risk and compliance workflows
- Model and vendor review
- Partner-assurance material
- AI policies
- Evaluation and monitoring