Move faster without cutting corners.
Finance, insurance and investment firms run on documents, rules and accuracy. We build AI agents that take the manual load off your team, extracting data from statements and contracts, qualifying inbound and answering from your own policies, while keeping a clear audit trail and a human in the loop on anything that matters. The outcome is faster turnaround without trading away the controls your sector demands.
Finance · Insurance · Private equity
Manual, document-heavy work that has to be exact.
Documents drown the team
Statements, applications and contracts get read and rekeyed by hand, slowly, and one wrong field has real consequences. The work is exacting and high-volume at once, so skilled people spend their days on data entry instead of judgement, and turnaround times stretch.
Inbound is uneven
Enquiries vary wildly in fit, and qualified prospects wait behind ones that were never going to convert. Advisors spend time triaging instead of advising, and serious clients can cool off while the team works through a queue with no priority.
Compliance answers are scattered
Staff hunt across policies and procedures for the right answer, so the same questions reach the same few experts. Inconsistent answers create risk, and the institutional knowledge that should be shared sits with a handful of people.
The manual load off, the controls on.
Process financial documents
An agent extracts data from statements, applications and contracts, validates it against your rules and posts it, flagging anything unsure for human review. Every step is logged for the audit trail, so you get the speed of automation with a record of exactly what was read and decided.
See the solutionQualify and route inbound
A chat agent scores enquiries on fit and intent and routes qualified prospects with full context to the right advisor. Good-fit clients get an instant, professional first response while poor-fit enquiries are filtered, so advisors spend their time advising rather than triaging.
See the solutionAnswer from your policies
A sourced internal helpdesk answers staff from your own procedures and policies, citing the document every time so the answer can be verified. Consistent, traceable answers reduce compliance risk and stop the same questions from interrupting your few experts all day.
See the solutionLive in weeks, not quarters.
- 01
DiscoveryWeek 1
We map your workflow on your real data and pick the highest-ROI use case to ship first.
- 02
DesignWeek 1–2
We design the agent around your tools and guardrails, and prove it on a working prototype.
- 03
BuildWeek 2–4
We build it as real engineering: integrated, tested, with logging and human escalation.
- 04
Launch & ownOngoing
We deploy into your stack, hand over the code and docs, and tune it live with your team.
Frequently asked questions
Is AI safe to use in a regulated, compliance-sensitive environment?
We design for it: a human stays in the loop on decisions that matter, every action the agent takes is logged for the audit trail, and the agent answers from your own approved policies rather than general knowledge. You decide what it can do autonomously and what must be reviewed. The goal is to speed up the manual work while keeping the controls and the paper trail your regulator expects.
What if it extracts a figure wrong or gives a wrong policy answer?
It validates extracted data against your rules and flags low-confidence fields for a human instead of posting them silently, and the policy helpdesk answers only from your documents and cites the source so any answer is verifiable. During onboarding it runs supervised, so your team checks output before it counts. Where it is unsure, it escalates rather than guesses.
How do you handle our data, GDPR and confidentiality?
Data is processed on EU infrastructure under a data-processing agreement, scoped to only the systems a use case needs, and never used to train shared public models. We can work within your security requirements, including access controls and retention rules, and document exactly what data flows where. Confidential client and financial information stays under your control.
How long until something is live?
A first use case, often document processing or the policy helpdesk, is typically live in 2 to 4 weeks. We scope one workflow, prove the accuracy and controls on real examples in a supervised pilot, then widen autonomy as the numbers earn it. You see it working on your own material before it is trusted with anything live.
What does a typical project cost?
Most firms start with one use case in the low thousands of euros to build, plus a monthly fee for hosting, usage and tuning. Set against the skilled hours spent on manual extraction and lookups, the return is usually clear quickly. We size the first project to prove value before any wider rollout.
Do we own what you build?
Yes. The prompts, workflows, validation rules and integrations are yours, fully documented, so there is no lock-in. If you ever part ways with us you keep the system and the knowledge of how it runs. PE-backed firms can also explore our portfolio-wide work at /ai-for-private-equity.
Put AI to work in your firm.
See where AI fits in a regulated workflow, in a free 30-minute call. PE-backed firms can also explore our work at /ai-for-private-equity.