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Industry blueprint
Financial Services & Fintech services
From underwriting and wealth copilots to AML automation, we ship AI that is explainable, compliant, and regulator-ready.
01
Digital Relationship Copilots
Equip advisors and RM teams with next-best-action prompts in CRM.
- Equip advisors and RM teams with next-best-action prompts in CRM.
- Summarize customer portfolios, ESG preferences, and risk exposure.
- Automate proposal decks, credit memos, and meeting recaps.
- Provide guided selling scripts for contact center or branch teams.
02
Risk, Compliance & AML Automation
Triage alerts across AML, KYC, fraud, and sanctions queues with accuracy.
- Triage alerts across AML, KYC, fraud, and sanctions queues with accuracy.
- Generate investigator case files with evidence, SAR drafts, and lineage.
- Monitor model drift, bias, and privacy obligations for AI explainability.
- Scan regulations (MAS, RBI, OCC, FCA) and map them to control owners.
03
Credit & Underwriting Intelligence
Blend bureau, bank, GST, and alternative data for thin-file scoring.
- Blend bureau, bank, GST, and alternative data for thin-file scoring.
- Explain approvals or declines with regulator-friendly narratives.
- Optimize policy, pricing, and limit strategies via simulation.
- Detect early risk in SME and retail portfolios using payment behaviors.
04
Treasury, FinOps & ESG Reporting
Automate cash positioning, hedging, and liquidity alerts.
- Automate cash positioning, hedging, and liquidity alerts.
- Digitize ESG attestations and green financing metrics.
- Consolidate core banking, ERP, and ledger data for real-time close.
- Provide board and regulator packs with consistent narratives.
Next step
Spin up a pilot in this industry
We pair discovery sprints with architecture assets so you can validate impact, plug guardrails into your stack, and brief stakeholders fast.