Financial Services

Most of our work is in financial services. We modernize core systems, connect customer journeys and put AI to work with clear governance, so you lower the cost to serve, build resilience and grow.

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Who we work with

Banks, wealth managers, markets firms and fintechs.

Banking

We help banks modernize core systems, improve digital channels and reduce operational complexity, from payments and cloud migration to contact centres and AI-assisted routing of customer interactions.

Wealth management

We build the platforms and operations behind advice and investing, including a connected servicing platform for alternative investments delivered in 12 weeks.

Capital markets

We help capital markets firms improve trading systems, risk management and reporting, with faster access to reliable data and better system performance.

Private markets

We help private equity firms and asset managers improve deal sourcing, portfolio monitoring and investor reporting, on integrated data platforms.

Fintech

We help fintechs scale their platforms, ship products faster and strengthen security, as we did for Clik2pay’s bank-to-bank payment platform.

Case study · A North American bank

Finding where AI agents pay off in day-to-day banking

A North American bank wanted to use AI agents to take friction out of its day-to-day banking operations. In 12 weeks we assessed its processes with 16 teams, proved the strongest ideas with working prototypes and built the roadmap the bank is now executing.

16 teams: Took part in a 12-week discovery
78: Manual processes identified and assessed
$10–15M: A year in identified savings from automation and cost avoidance, not yet realized

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More of our work

Financial services results.

Clik2pay · Payments

Bringing a bank-to-bank payment platform to market with Clik2pay

Clik2pay set out to let people pay bills straight from their bank accounts, in a crowded market where security decides who wins. We built and launched the platform with them, then helped them build the team that runs it today.

Launched then handed to Clik2pay’s own product team

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A top-20 US regional bank · Banking

Refreshing the data strategy and architecture of a top-20 US regional bank

A regional bank with an established data platform asked us to refresh its data strategy for analytics and AI. We benchmarked its maturity against peers and designed the target architecture and operating model the bank adopted as its data roadmap.

2.3 to 3.3 data maturity uplift over two years, on a peer-benchmarked model

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A digital wealth platform · Wealth management

One servicing platform for alternative investments, built in 12 weeks

A digital wealth platform ran its alternative-investment servicing across email, spreadsheets and disconnected systems. We designed and built a connected platform for trading, record-keeping and fund administration in 12 weeks, against an original estimate of eight months.

12 weeks to deliver work first estimated at eight months

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A large North American bank · Banking

An AI-enabled operating model for a large North American bank’s delivery teams

A large bank had invested in AI tools, but its delivery teams worked the same way they always had. Over 15 weeks we trained and embedded with more than six delivery pods, put AI to work across the software lifecycle with human control gates, and left a roadmap to scale it.

6+ pods trained and coached on live delivery work

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All case studies

What we bring

Five ways we help financial institutions get AI working.

Questions

What buyers ask us.

Which parts of financial services do you work in?

Banking, wealth management, capital markets, private markets and fintech. Most of our case studies are with banks and payment companies.

How do you handle regulation?

We design for the rules that apply to you, from OSFI guidelines in Canada to SR 11-7 in the US, and build the evidence reviewers expect. We work alongside your risk, compliance and legal teams; we don’t replace their advice.

What results should we expect?

Results we agree at the start and measure. In the case studies on this site, that meant a platform delivered in 12 weeks against an eight-month estimate, and $10–15 million a year in identified savings for a bank’s operations.

Do you only work with large banks?

No. We’ve built platforms for start-ups like Clik2pay as well as programs for large banks. The approach is the same: senior engineers, working software early and a team of yours that can run it.

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