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For financial services

AI and automation, built on trust.

Document intelligence, secure workflows, and assistants grounded in your data — the engineering rigor financial services demand, with compliance designed in.

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What we build for financial services

Accurate, secure, and compliance-aware by design.

01

Document intelligence

Analyze, classify, and extract from statements, contracts, and filings at scale — with citations to the source.

02

AI assistants (RAG)

Assistants grounded in your policies and documents — answers traceable, never invented.

03

Secure workflow automation

Automate onboarding, KYC document collection, approvals, and reconciliation.

04

Integrations

Connect core systems, CRMs, and data sources so information flows securely.

05

Compliance-aware architecture

Encryption, access control, audit logging, and zero-data-retention AI routing.

06

Risk & reporting tooling

Turn data into risk scoring, dashboards, and audit-ready reports.

What we bring

The capabilities behind compliant financial software.

Document intelligence

Capability

Extraction and analysis across large financial document sets — classification, key-figure extraction, and citations, with human review for high-stakes output.

  • RAG
  • OCR
  • Evaluation
  • pgvector

Secure automation

Capability

KYC and onboarding document collection, approvals, and reconciliation automated end to end.

  • Automation
  • Workflows
  • Audit logs

Compliance-aware AI

Capability

Zero-data-retention model routing and access controls so sensitive data stays under your control.

  • Security
  • Access control
  • ZDR

Bring AI to your firm — without the risk

Tell us about a workflow that's slowing you down, and we'll show you what's possible.

Serious inquiries only.