5+ years delivering banking systems at CIBC, ABN AMRO, and Westpac. 10+ years leading AI products used by 500M+ people at Microsoft Copilot, Amazon Alexa, and Expedia.
We help banks and financial institutions transform their operations with AI and Agentic workflows that deliver real value.
Most banks don't need another strategy deck. They need a partner who can find the right workflow, prove it works, and ship it. Each stage has a fixed scope and a clear deliverable. You decide what comes next.
Book a discovery callA free 30-minute call directly with the founders. We talk through where you're at, what you're considering, and where AI could meaningfully move the needle for your business. No pitch, no decks. Just a real conversation about whether we're a fit.
Over two weeks, we interview your team across different functions and roles to understand how your operations actually work, where the bottlenecks are, and what would unlock the most value. An AI agent runs alongside us, fact-checking in real time, surfacing patterns, and helping synthesize what we hear so nothing gets lost.
Based on those interviews, we produce a detailed workflow report for your team. It identifies the highest-ROI use cases, lays out the path to automation or agentic workflow for each, and gives you a clear, board-ready view of where to invest first.
We pick one use case together and build a working prototype on synthetic data that mirrors your real environment. You get to see, touch, and validate the workflow end-to-end before any real data or production systems are involved.
Once the prototype is approved, we make it production-ready and deploy it at scale, with monitoring, evals, governance, and full handoff to your team. Subsequent workflows ship faster because the infrastructure compounds.
A small set of high-impact workflows where we ship faster on each successive engagement, because the underlying infrastructure compounds.
Reduce alert backlogs, accelerate onboarding, and free analysts from low-value triage. Agents that handle the routine and escalate the complex.
Cut investigation time per case. Agents that pull context across systems, draft narrative reports, and surface patterns analysts would miss.
Compress decision cycles for commercial and consumer lending. Document parsing, exception handling, and policy-aligned decisioning support.
Deflect routine inquiries, resolve complaints faster, and give human agents AI copilots that actually know your products and policies.
Accelerate response to regulatory inquiries and internal audits. Agents that navigate your policy library and assemble evidence in hours.
AI copilots for credit analysts, RMs, and ops teams, grounded in your internal documents, controls, and approval workflows.
Most providers in this space sell strategy decks, hand delivery to people you've never met, or treat security as someone else's problem. We do this differently. Here's the honest version.
A 6-month "AI strategy" engagement that ends in a 60-page deck. Implementation is "phase 2" and somehow always slips.
A working prototype on your data within weeks. The strategy comes from things we've actually shipped, not slides.
AI engineers who've never seen a model risk review, an SR 11-7 audit, or how a core banking system actually works.
15+ years across banking systems (CIBC, ABN AMRO, Westpac) and production AI at Microsoft Copilot, Amazon Alexa, and Expedia.
Treat security and governance as "phase 3" — leaving you to fail your CISO review three months in and start over.
Model risk docs, audit logging, and SAFE-MCP-aligned security baked in from day one.
Senior partners pitch the deal, then hand delivery to junior staff you've never met.
You work directly with the founder. The same person accountable for the pitch is accountable for the delivery.
Build every project bespoke and start from scratch each time, billing you for that overhead.
Each engagement adds to a shared infrastructure layer for RAG, evals, governance, and integrations. Your second workflow ships in a fraction of the time.
15+ years inside the largest banks in North America, Europe, and APAC, plus production AI work at Microsoft Copilot, Amazon Alexa, and Expedia. You work directly with the founder, every engagement.
30 minutes. We'll discuss one workflow you're considering, give you a candid assessment, and share what we've seen work at other banks. No pitch.