Finance

Explainable AI built for regulated balance sheets.

Underwriting, KYC and analyst copilots for banks, insurers and asset managers.

AI automation for Finance
Overview

The finance opportunity

Financial institutions need automation that survives an audit. We build underwriting, KYC and research copilots with deterministic guardrails, human-in-the-loop review and evidence trails your risk committee can sign off on.

68%
Faster underwriting
€14M
Annual savings
100%
Decisions traceable
AI solutions

What we deploy

Underwriting copilots

Document ingestion, spreading and risk narrative drafting with citation-level traceability.

KYC and AML automation

Entity resolution, sanctions screening and adverse media review at portfolio scale.

Analyst research agents

Filing and transcript synthesis with source-linked outputs for investment teams.

Servicing and collections

Compliant outbound voice agents for reminders, hardship triage and settlements.

Benefits

  • 68% faster underwriting
  • SOX-aligned audit trails
  • Explainable models

Use cases

  • Commercial credit memo generation
  • Onboarding document verification
  • Fraud and anomaly investigation support
  • Regulatory reporting narrative drafting
Case study

Proof in production

Top-10 European bank case study
Top-10 European bank
Challenge

Manual credit underwriting created 11-day turnaround times and inconsistent risk narratives.

Solution

An underwriting copilot that spreads financials, flags covenants and drafts memos for banker review.

Result

68% faster decisions and €14M in annual operating savings.

FAQ

Questions we hear often

Get started

Ready to automate finance?

Book a 30-minute call and we'll map the highest-leverage automation for your operation.