Financial Services
AI Automation and CRM for Financial Services
Banks, investment firms, and insurance companies handle other people's money and data. We help you do that faster and more safely: ChatGPT or Claude reviews the documents and drafts the reports, inside the security standards you already meet.
The situation
Financial services work is document-heavy by nature, and most of that document work is reading and sorting, not deciding.
- That first pass, checking a file is complete, pulling the relevant clause, flagging what needs a closer look, is exactly the kind of task AI handles well, provided it is set up inside the compliance rules your firm already follows.
- The decision itself stays with your team every time.
How it runs
The first pass by AI, the decision by your team.
01
A file arrives
A client sends documents or a request.
02
The AI does the first pass
It checks the file is complete and flags what needs a closer look.
03
Your team decides
A person signs off on every decision, every time.
04
It is on record
Every conversation and every document sits in one place.
What we build
Is it safe to use AI on sensitive client data?
That depends on the setup. We work inside your security rules and agree with you which data AI can touch. Sign-off on every decision stays with your team.
Other industries
Real Estate
AI that follows up on every lead faster, less paperwork, and a CRM that matches how your agents sell.
Construction
Repetitive tasks handled by AI, and projects, clients, suppliers, and costs in one place.
Professional Services
Less admin for law firms, consultants, and accountants, and more time with clients.
Startups
AI tools and a CRM that are quick to set up and grow as you do.
Let's look at your workflow.
What happens next
- 01Tell us what slows your team down.
- 02An honest conversation about your goals. No pitch.
- 03A clear plan with a timeline and expected outcomes.