Banks, insurers, and lenders run correct-but-calcified cores surrounded by decades of workarounds. We modernize around the ledger with reconciliation-grade discipline - and put AI into workflows under the governance your regulator expects.
- →The core is stable; everything around it is duct tape with SLAs
- →Batch windows define the customer experience
- →Every new product means months of change requests
- →AI is desired, but 'the model did it' is not an acceptable audit answer
- →Independent P&C agencies drown in COI requests while the AMS holds the policy, not the work
Core-adjacent modernization
New capabilities built beside the core behind stable interfaces; the ledger stays authoritative while everything around it accelerates.
Reconciliation engineering
Automated recs against banks/processors with break-classification - closing gets faster and provable.
Governed AI workflows
Document intelligence for KYC/claims and agents with policy checks, approval queues, and immutable audit (Agent Cloud) - designed for model-risk review.
COI automation desk
Ingest certificate requests, review AI drafts, and issue COIs with an E&O-ready trail (Coverdesk).
Renewal and submission intake
Watch renewals and extract ACORD submissions into a CSR review queue (Coverdesk).
Technology due diligence
For investors: what's real under the pitch deck, on deal timelines.
Financial Services FAQs
Can your AI systems pass model-risk / audit review?
They're designed for it: retrieval-grounded outputs with citations, policy checks before actions, human approval where consequences warrant, immutable logs, and documented evaluation. We build the evidence pack alongside the system, not after it.