Financial Services
Modernising servicing, onboarding and risk with technology that survives an audit
Overview
Built for institutions where every decision needs a paper trail
Banks, lenders, insurers and fintechs are under pressure from two directions at once: customers who expect instant, digital-first service, and regulators who expect every action to be explainable. We help financial institutions close that gap with AI voice, automation and platform work designed around auditability from the first commit not bolted on before the exam.
What we hear
- Support queues that spike faster than headcount can follow
- Onboarding and KYC document handling done by hand
- Legacy core systems that resist modern integration
- Every automated decision needing an audit trail
- reduction in support ticket volume
- 70%
- faster onboarding turnaround
- 3×
- of automated decisions logged
- 100%
Our offerings
What we build for banking & financial services
Digital onboarding & KYC automation
Document capture, identity checks and case routing handled end to end, with every step timestamped and every exception escalated to a person.
AI voice for servicing & collections
Voice agents that verify callers, answer balance and status queries, take payments and hand off cleanly to an agent when the conversation needs one.
Core system integration & compliance
Modern APIs and workflow layers over legacy cores, with reporting built in so audit, risk and operations all read from the same record.
Case studies
Work in banking & financial services
A scaling fintech cut support tickets by 70% with a grounded AI assistant
A retrieval-based assistant answering account, card and payment questions from the company's own documentation, with human handoff on anything sensitive.
A regional lender moved KYC document review from days to hours
Automated intake, classification and validation of onboarding documents, with reviewers only seeing the cases that actually needed judgement.
An insurer replaced its overflow call centre with a voice agent
Claims status, policy renewals and payment reminders handled on the phone around the clock, with full call transcripts kept for compliance.
Ready to rethink banking & financial services?
Tell us how the workflow breaks today. We will tell you whether it is an automation problem, a product problem, or neither.