An AI operations team for financial services.
We forward-deploy, learn your exact workflows, and hand over AI employees built for the systems and scrutiny of regulated finance.
Specialized for the work that runs a firm.
The trust layer for AI employees.
An agent doing real work in a regulated firm needs an identity, scoped permissions, a delegation chain, human approval before anything submits, and an audit trail you can hand an examiner. You can put it into your systems because every action is provable. And the firm keeps the knowledge: every correction becomes permanent firm memory.
Built for financial services from day one.
Independent audit underway. Reports available to qualifying firms on request.
Nothing your agents touch trains a model, ours or anyone's. You keep full ownership.
Every action and approval in an append-only log built for SEC Rule 204-2, kept seven years.
Why we forward-deploy.
Real work is not generic. A teammate you would trust to fill an annuity application or reconcile a custodian statement has to be trained on your exact process, finetuned to how your firm does it. No prompt can infer that. It has to be learned by doing the work.
So we forward-deploy to capture it, then hand you teammates that already know the job, and a record the firm keeps forever.
Live in weeks, not quarters.
- 01
Map the workflow.
We embed with your team and map the real process, exceptions included, across every system it touches.
- 02
Run it while you watch.
The agent runs the workflow under supervision. Your operators correct it, and every correction becomes firm memory.
- 03
Hand over a running teammate.
The agent runs on its own, with human approval before anything submits. A dedicated engineer stays with you.
- 04
Scale to the next workflow.
Each workflow you add is faster than the last, because the firm memory compounds.