Fast, affordable AI for your financial service
Our micro-automation solutions put powerful AI to work on your everyday business tasks, with minimal cost and effort. These practical AI tools integrate directly into your existing systems to deliver immediate value without disruption.
Small AI upgrades,
big business impact
Boost efficiency with AI-powered micro-automations—quick to deploy, secure, and seamlessly integrated to eliminate manual tasks and enhance decision-making.
Rapid, simple deployment
Micro-automations are typically implemented within 1-2 weeks.
Risk Analysis
Financial Reporting
Daily accuracy
Ongoing support & improvement
Managed service with regular performance monitoring.
How can we improve your automations today?
Suggestions
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No specialised expertise required
No data scientists or AI experts needed on your team.
Built on leading AI technology
Leverages the most advanced AI models available.
Customised to your business
Adapts to your specific terminology and processes.
Real-world automation for financial services
Our AI-driven micro-automations can be tailored to your specific workflows to streamline finance operations, cut manual effort, and improve decision-making. Experience huge business impact in weeks, not months.
Client email response drafting
Our AI drafts personalised email replies based on your company’s voice and policies, instantly preparing responses to common inquiries. It learns over time, ensuring fast, consistent communication.
Prepares response drafts for quick review or automation
Ensures timely, accurate, and on-brand replies
Reduces repetitive drafting tasks for your team
Next steps for you
9:15 am
Here’s what you need
11:49 am
Final Confirmation
2:45 pm
95% match to brand tone
Dynamic research and response
Quickly access the right information for client responses and decision-making.
Analyses queries and gathers relevant data
Pulls from internal knowledge bases
Generates clear, well-supported responses
Provides information in a ready-to-use format
Ask anything…
Daily financial summary
Latest policy updates
Monthly market trends
CRM updates from communication
Keep customer records up to date—without manual data entry. This automation captures and updates key details from daily interactions.
Extracts contact info, preferences, and relationship details
Links communications to the right customer profiles
Captures follow-ups and next steps automatically
12:24 pm
Auto-extracted: Pricing request from John Smith
3:31 pm
Sentiment detected: High interest in premium package
Document organisation and retrieval
No more digging for buried information—our automation keeps documents, emails, and reports structured and searchable.
Categorises files based on content
Extracts key details for quick access
Summarises lengthy documents
Links related information across sources
Contracts
Invoices