All industriesBanking and financial services

Business applications and AI
a regulator can follow.

Customer, case and advisory processes on Microsoft platforms, with the controls and audit trail that financial services expect.

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Overview

Banks and financial services firms run on processes that must be fast for customers and defensible for supervisors at the same time. We help them move customer service, case handling and advisory work onto the Microsoft platform they already run without losing the control they already have.

Governance sets the rules for data, environments and AI before the first agent goes live. Architecture keeps the new applications connected to core systems in a way the next team can follow, and Development delivers the apps, agents and integrations themselves.

How we help

01

Customer and case handling

Onboarding, service and case processes built around how advisers and back office teams actually work.

02

Controlled AI

Copilots and agents with clear limits on which data they read, what they may do and who approves it.

03

Audit trail

Decisions, changes and agent activity recorded, so they can be explained to auditors and supervisors later.

04

Core system integration

Clean integration with core banking and data platforms instead of temporary workarounds.

Talk to us about banking and financial services

Tell us what you are working on and we will come back to you.

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