For Other Finance

Insurance, fund admin, trust services, prop trading. If your team uses AI and your compliance team blocks it — we fix that.

Insurance carriers, fund administrators, trust companies, prop trading shops, broker-dealers, market makers — every finance subsector has the same core problem in 2026: AI is everywhere, compliance is conservative, and the integration gap costs you. We bridge it.

Run a free audit for your firmBook a 20-min scoping call

What we'd ship for you

Specific tools we build for other finance firms.

Not generic AI consulting word salad. Concrete, named deliverables with integration points, ship timelines, and expected impact.

1

Compliance-Safe Per-Employee AI Stack

~14-day ship

What it does: We interview each role at your firm and document daily workflows. Each role gets a custom Claude project + skill stack + context library + audit logging — wired into your existing tools.

Why this for you: Per-seat ChatGPT licenses aren't AI adoption. Role-specific stacks with locked context + audit logging are.

Integrations

Anthropic Claude + skills + projectsYour existing toolsInternal KBAudit log layer

Expected impact: Per-employee productivity lift 15-30%.

2

Token Cost + Efficiency Audit

~10-day ship

What it does: We audit your AI spend by team + use case + model, then implement caching / model downselection / prompt restructuring.

Why this for you: Universal pain — every firm running AI at scale wastes 40-60% of budget on poor implementation.

Integrations

Provider usage dashboardsClaude for prompt analysis

Expected impact: 40-60% spend reduction; payback in first month.

3

Compliant AI Operating System (Tier 5)

~30-day ship

What it does: Multi-agent framework with full audit trail, model approval workflow, data residency, RBAC. Your compliance team reviews ONCE at the architecture level.

Why this for you: Most finance firms can't deploy ChatGPT because compliance says no. Pre-validated stack lets you deploy 20+ workflows in days, not 20 individual 6-week approval cycles.

Integrations

Your model risk functionClaude API with private computeAudit logging + retentionSSO + RBAC

Expected impact: AI deployment velocity 10-20x.

Regulatory frameworks we map to

Every build comes with compliance documentation tied to the frameworks your firm is examined against.

  • Sector-specific (varies by sub-industry)
  • NIST AI RMF 1.0 (universal)
  • SOC 2 Type II
  • Data residency + retention requirements

Common tooling we wire into

We integrate with the systems your team already opens every day — not yet-another-dashboard.

  • Varies by sub-sector — we map yours during scoping

How other finance firms typically engage

  • Starter audit + per-employee stack rollout
  • First-build pilot scoped to your highest-leverage workflow
  • Firm-wide infrastructure sized to your regulatory environment

Every engagement starts with a free AI audit + a 20-minute scoping call. We quote fixed-price after we understand your firm's actual workflows and regulatory environment.

Ready to ship AI in other finance?

Start with a free audit — we'll show you exactly what we'd build for your firm with dollar-recovery math and a 14-day timeline. No call required.

Run free auditBook a scoping call