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FINANCIAL SERVICES
Banking, insurance, fintech and asset management run on data, rules and decisions. AI does not change the product — it changes the speed, the consistency and the traceability of every decision.
THE STARTING POINT
Few industries hold this much information and have this little time to use it. A credit file, a claim, a compliance case or a portfolio review pulls together documents, systems and judgment that today are connected by people, not by process. AI fits here because the work already is reading, comparing and deciding.
And it fits badly when it is installed without control. In a supervised sector, a capability that cannot be explained or audited is not an advantage — it is exposure. So the work starts with where decisions are made and who answers for them, not with which tool to buy.
WHERE WE SEE OPPORTUNITY
Extract, compare and summarise contracts, financial statements and annexes so the analyst starts with the case already read.
Assemble the evidence, flag inconsistencies and record the rationale alongside the decision.
Check documentation for consistency and prepare the file for human review.
Classify, check against the policy and draft the response, with exceptions routed to whoever decides.
Search regulation and internal policy while keeping a record of what was consulted to reach a conclusion.
Answer from the product’s actual documentation, with explicit limits on what is not answered.
WORKFLOWS WE REDESIGN
WHICH TECHNOLOGY, AND UNDER WHAT CONTROL
Extraction over unstructured documents, retrieval over regulation and internal policy with the source cited, agents scoped to one step of the process, and a record of what the system consulted before it proposed anything. Human oversight is not a layer added afterwards: it is part of the workflow design.
WHAT GETS MEASURED
How long a file takes from intake to decision.
What share of cases reaches review with nothing missing.
How often a case goes back a step.
How many there are, who resolves them and how fast.
What share of decisions has a record of what they were based on.
These are the measures we propose for this industry, and the baseline is set before anything is built. We do not publish third-party results.
HOW BECOME CAN START
CONTINUE HERE
RECOMMENDED SERVICE
Define the strategy, prioritize the value and design the operating model.
WHAT IS USUALLY BEHIND IT
ENABLEMENT BY AREA
THE METHOD
Six stages and five systems: how we take an industry from ambition to value.
TECHNOLOGY
We don’t start with a model or a vendor.
We select technology based on the use case, data, risk level, architecture and your organization’s standards.
Depending on your approved environment, a solution may combine ChatGPT/OpenAI, Claude/Anthropic, Gemini/Google, Microsoft Copilot, other LLMs, APIs and enterprise tools.
Technology changes. Capability should remain.
OTHER INDUSTRIES
Mining & Energy
Asset-intensive operations, safety and compliance.
Retail & Consumer
Assortment, pricing, content and service at weekly speed.
Travel & Hospitality
Service, disruption and experience under volume peaks.
Tell us your organisation’s context. We reply with the right starting point, not with a sales sequence.