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Finance

GenAI Copilot for Structured Finance

The challenge Structured finance analysts dig through term sheets, models, portfolio data, committee memos, and emails before real analysis can start. Knowledge sits in…

Multimodal Document Intelligence for Claims Review & Compliance

The challenge Claims and compliance teams work through scanned forms, PDFs, email threads, and evidence files. The facts they need are buried in unstructured…

Financial Data Lake for Trusted Reporting

The challenge Financial data sits in core systems, spreadsheets, and third-party feeds. Month-end reporting drags on, and figures rarely match between finance, risk, and…

Real-Time Financial Event Processing

The challenge Many financial decisions still rely on data that is hours or days old by the time anyone looks at it. By then…

RAG Knowledge Assistant for Financial Services

The challenge Knowledge in financial organisations is spread across policies, procedures, product sheets, and years of reports. Staff lose hours searching, and two people…

GenAI Copilot for Structured Finance

The challenge Structured finance analysts dig through term sheets, models, portfolio data, committee memos, and emails before real analysis can start. Knowledge sits in…

  • Strategy

    A multi-agent GenAI framework with RAG, role-based access, and continuous quality monitoring.

  • Design

    Domain-tuned agents connected to the data lake and document stores, a conversational UI, and a quality dashboard.

  • Client

    FinTech startup in New York (USA)

  • Tags

    chatbot, data lake, Finance, genai

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Multimodal Document Intelligence for Claims Review & Compliance

The challenge Claims and compliance teams work through scanned forms, PDFs, email threads, and evidence files. The facts they need are buried in unstructured…

  • Strategy

    Extract and link fields with AI, verify them against source passages with RAG, and keep a human reviewer in the loop.

  • Design

    A document intelligence platform with OCR, AI extraction, RAG evidence search, and a reviewer workflow.

  • Client

    Insurance, finance, and regulated service providers in the EU

  • Tags

    claims, compliance, document-intelligence, Finance, nlp, ocr, RAG, workflow

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Financial Data Lake for Trusted Reporting

The challenge Financial data sits in core systems, spreadsheets, and third-party feeds. Month-end reporting drags on, and figures rarely match between finance, risk, and…

  • Strategy

    Centralise, clean, and model the data once, then serve reporting, analytics, and AI from the same layer.

  • Design

    A production financial data lake ready for analytics, reporting, and AI.

  • Client

    Finance sector

  • Tags

    Finance

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Real-Time Financial Event Processing

The challenge Many financial decisions still rely on data that is hours or days old by the time anyone looks at it. By then…

  • Strategy

    Stream events in real time, score them with AI, and surface only what needs a decision.

  • Design

    A qualified real-time event processing and alerting system for finance.

  • Client

    Finance sector

  • Tags

    Finance

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RAG Knowledge Assistant for Financial Services

The challenge Knowledge in financial organisations is spread across policies, procedures, product sheets, and years of reports. Staff lose hours searching, and two people…

  • Strategy

    Ground a GenAI assistant in approved documents with RAG, show the source for every answer, and keep data in the client's environment.

  • Design

    A production AI knowledge assistant with cited answers, built on the organisation's own content.

  • Client

    Finance sector

  • Tags

    Finance

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