Use Cases  /  Industries  /  Finance & FinTech
Industry 01 Proven in production

Finance & FinTech

Financial services reward judgment, memory, and discipline. That is exactly what well-built agents provide. We work across retail and institutional finance, from personal money tools to trading systems, with the deepest proof in the portfolio.

Use cases mapped 6 Problem → build → capabilities
Proven in production 1 live Delivered, not illustrative
Capabilities engaged 4 of 7 Across the engagement set
Engagement modes Build · Run · Co-build Own it, or we run it
Where we work

Built on the markets, proven in production.

Trading, banking, accounting, insurance, and the markets infrastructure in between. Within this space, the engagements below map a real buyer problem to what we build and the capabilities it draws on.

Retail & personal banking Personal investing & budgeting Trading (retail & pro) Hedge funds & quant Insurance & insurtech Banking operations Wealth management Crypto & DeFi (consumer)
The use cases

Problem first. Then what we'd build.

Each card starts with a sentence a buyer would actually say, then lays out the engagement and the capability bays behind it. Cards marked Proven cite work we've delivered; the rest are sample engagements shaped by the same capability.

I need toA trading platform where the AI reasons, not just routes orders

Proven

Most retail platforms are commoditized execution venues with no intelligence, memory, or judgment. We build multi-agent trading systems where each decision is grounded in a retrieval layer of quantitative finance knowledge, run through sequential validation gates, and justified before any capital moves. This is the engine behind PULSE, autonomous decision engines, institutional-grade risk controls, and explainable-by-construction reasoning.

Capability bays engaged 01Growth & Strategy 06Operations & Analytics
Proof · PULSE. Live, production-grade, serving users today.

I need toUnified compliance and reporting across multiple brokers

Sample engagement

Traders running several brokers have no single view of P&L, exposure, or tax position. We build an agent that aggregates statements across accounts, computes performance, and exports jurisdiction-ready reports. A direct adjacency to the financial systems we already operate.

Capability bays engaged 06Operations & Analytics

I need toAn embedded personal-finance and budgeting companion

Sample engagement

Banks and fintech apps want stickier engagement. We build conversational money agents, spending categorization, anomaly alerts, savings-goal coaching, subscription detection, that live inside an existing product and speak the customer's language, including Arabic and Farsi.

Capability bays engaged 03Customer Support 06Operations & Analytics

I need toClaims triage and photo-based damage assessment

Sample engagement

Insurers lose time on manual intake and routing. We build agents that classify incoming claims, assess damage from photos, flag potential fraud patterns, and route to the right adjuster, turning a multi-day queue into a same-hour first response.

Capability bays engaged 03Customer Support 06Operations & Analytics

I need toKYC and onboarding document verification

Sample engagement

Onboarding friction kills conversion. We build agents that verify identity documents, screen against requirements, and walk a new customer through onboarding conversationally, with every step logged for audit.

Capability bays engaged 03Customer Support 06Operations & Analytics

I need toWealth-management client prep and reporting

Sample engagement

Advisors spend hours preparing for meetings and assembling quarterly reports. We build agents that pull portfolio data, draft attribution analysis, and produce branded client reporting, so advisor time goes to the relationship, not the deck.

Capability bays engaged 04Content & Creative 06Operations & Analytics
The capabilities behind this industry

4 of our 7 capability bays show up here.

Every engagement above is assembled from these. The same bays power our work in every other industry, which is why operating capability compounds across markets rather than starting over each time.

PULSE is our deepest proof that financial-grade agents work in production. Everything else on this page is an illustrative engagement shaped by the same capability.

This your industry?

Tell us where the hours go. We'll show you which of these we'd build first, and whether you'd own it or we'd run it.