01 ·

/

Financial Services

Financial Services.

Built for what you do.

Built for what you do.

Every decision is logged with its inputs, model version and reviewer, so a credit committee or an examiner can replay it.

−63%

Loan-file review time

100%

Decisions with an audit trail

9 wks

Kickoff to production

Financial Services

02 · Where this fits

Key use cases

What teams in

Financial Services

build with us

Commercial loan file review and underwriting support

Commercial loan file review and underwriting support

An agent pre-checks completeness and financials, so underwriters start from a flagged file instead of a blank one.

Transaction anomaly and fraud flagging

Transaction anomaly and fraud flagging

Models score every transaction and route only the unusual ones, each with the signals that triggered the flag.

Regulatory reporting document preparation

Regulatory reporting document preparation

Source figures pulled and reconciled into the regulator’s template, with a reviewer sign-off before filing.

Customer service knowledge assistant for account and policy questions

Customer service knowledge assistant for account and policy questions

Account and policy answers grounded in your own documentation, cited, and refused when unsure.

03 · Governance

Built for review

Built for

Built for

your regulators.

your regulators.

Every decision is logged with its inputs, model version and reviewer, so a credit committee or an examiner can replay it.

SOC 2 Type II

Model risk management (SR 11-7)

Fair lending review

PCI DSS scope control

−63%

Loan-file review time

100%

Decisions with an audit trail

9 wks

Kickoff to production

Talk to someone who has shipped

in Financial Services.

01

Meridian Trust Bank

Financial Services

Avg. loan-file review

1.5 h

Was

4.1 h

−63%

Loan-file review cut 63% with agents

that know when to stop.

Underwriters were re-keying the same fields across four systems. An agent now does the cross-checking and flags only what needs a human decision.

63%

reduction in average loan-file review time

$2.1M

in annual processing cost avoided

9 weeks

from kickoff to first production agent

Read the case

01

Meridian Trust Bank

Avg. loan-file review

1.5 h

Was

4.1 h

−63%

Loan-file review cut 63% with agents

that know when to stop.

Underwriters were re-keying the same fields across four systems. An agent now does the cross-checking and flags only what needs a human decision.

63%

reduction in average loan-file review time

$2.1M

in annual processing cost avoided

9 weeks

from kickoff to first production agent

Read the case

06 · Questions

Asked by teams in this industry

What teams here

What teams here

ask first.

ask first.

Anything else, a 30-minute call covers it.

Q

Can the model explain a credit decision?

Q

How do you handle model risk review?

Q

Does customer data leave our environment?

07 · Start

07 · Start

Ready to see what this

looks like for your team?

A 30-minute call, scoped to the actual constraints of your industry, not a generic AI pitch.

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