Financial Services
AI that passes audit.
Practical AI for UK financial services firms. Customer support, compliance monitoring, document processing, and operational triage. Every decision logged. Nothing privileged leaves your network.
Two weeks. Fixed price. Honest answer.
Where it works
Four applications
we've shipped.
01
Customer support automation
Your back-office team handles hundreds or thousands of inbound queries across products: card payments, mortgage administration, savings, claims. Most are near-repeats. A customer asks about a payment delay; a specialist looks up the same policy section and sends a near-identical answer. We build agents that read your product docs, internal policies, and resolved-ticket history, draft responses, and escalate only when confidence is low. The specialist gets the draft, not a blank screen.
→ Typical result: 40% of tickets auto-resolved. Response time from four hours to twelve seconds. Specialists focus on genuinely novel cases.
02
Compliance and regulatory monitoring
FCA, SRA, ICO, and sector-specific updates land daily. Keeping up costs a compliance officer's week and still misses things. We build systems that ingest updates, classify them against your product lines and client base, and surface a short daily review queue with audit trail. Not a weekly half-day slog; a two-minute scan with evidence attached.
→ Typical result: Weekly manual review collapses into a daily scan. Misses drop, audit trail improves, regulator questions get answered in minutes.
03
Document intake and processing
Inbound documents (statements, schedules, KYC packs, claims forms) arrive in mixed formats and get manually classified before they reach the right person. We build systems that read the document, identify type and urgency, extract structured fields, and route with the original attached. The handler saves the triage time and keeps full context.
→ Typical result: Triage time falls from minutes per document to seconds. Misrouting drops below 2%.
04
Operational triage and routing
Not every problem needs automation. Sometimes the win is faster routing: the right specialist gets the right case with the right context. We build triage layers that classify inbound queries by product line, urgency, and required expertise, then route with a draft and supporting documents attached. The human still decides; they just start informed.
→ Typical result: First-response quality rises because specialists work from drafts, not cold starts. Escalation queues shrink.
A project in the open
From four hours to twelve seconds: handling 1,200 tickets a day with an eight-person team.
A back-office team at a UK financial services firm was drowning in inbound queries across three product lines. First-reply time had crept to four hours. Three larger consultancies had pitched six-figure scoping engagements with no delivery timeline.
We ran a two-week diagnostic, identified that 40% of queries were near-repeats answerable from the knowledge base, and shipped an AI agent in six weeks. It handles the routine cases, escalates the rest with a draft attached, and logs every decision.
Read the full case study- £2.4m+
- Annual saving
- 40%
- Auto-resolved
- 12 sec
- Response time
- 6 wks
- To production
Constraints we design around
Financial services AI fails differently to other AI.
Audit trail is non-negotiable
Every query, every retrieved passage, every model response logged. If the FCA, your insurer, or your compliance officer asks how the system reached a conclusion, the answer is in the logs, not in a black box.
Data stays inside your perimeter
Self-hosted embeddings. Vector store on your infrastructure or private cloud, behind your SSO. Nothing privileged goes to a third-party API. UK data residency by default.
Confidence scoring before auto-response
No auto-response without a confidence threshold. Below threshold, the system escalates with a draft attached. Above threshold, it responds and flags for spot-check. The design assumes mistakes are expensive.
Human oversight, not human replacement
The team does not shrink. The work changes. Specialists spend more time on genuinely novel cases and less on routine policy lookup. Onboarding improves because new hires learn from the agent's draft history, not the raw policy document.
Got an operation that looks like this?
We start with a two-week diagnostic. If the numbers don't work, we tell you and refund the second week.