Financial Services
How to Unlock the Hidden Knowledge in Your Enterprise
Organize and analyze data, extract summaries, sanitize data, perform advanced queries, provide insight alerts, take actions with AI insights using Retrieval Augmented Generation (RAG), and conduct forecasting and reporting.
Streamline acquisition, process applications, validate data, evaluate credit, conduct compliance checks, set up accounts, and provide communications and training.
Provide multi-channel support, handle inquiries and account management, resolve disputes and fraud, offer product information, educate customers, and conduct compliance and audits.
Manage reconciliations, process exceptions, maintain records, resolve fraud and disputes, manage intermediaries, and oversee HR, Supply Chain Management (SCM), and Finance & Accounting (F&A).
Assess your readiness for AI, develop a strategic roadmap, and execute your AI initiatives with expert support. Transform call data into actionable insights and enhance customer interactions with our comprehensive AI solutions.
Integrating AI into FinOps processes increases the volume and sensitivity of financial data and raises complex data security concerns especially within legacy, uncoordinated systems.
Adapting to the latest technologies while complying with rigorous and evolving financial regulations restricts operational flexibility.
Achieving the optimal balance between automated systems and human judgment complicates essential processes, especially in managing the accuracy of outcomes.
Introducing AI in client interactions demands an error-free experience, requiring specialized and continuously monitored AI.
Significantly reduce the time and resources spent on compliance, fraud prevention, data management, and transaction monitoring by streamlining your financial processes with AI-driven solutions enhanced by a team of trained quality analysts.
Minimize financial risks and ensure regulatory compliance with our AI-assisted solutions that adapt to evolving regulations and sophisticated fraud detection requirements.
Make more informed decisions with AI-human collaboration that powers insights into real-time financial analytics and ensures the highest standards of data accuracy and governance.
Enhance compliance and reduce false positives. AI-driven KYC and AML solutions streamline identity verification and risk assessment, and support transaction monitoring, all backed by human oversight.
Automate the structure, cleansing, and annotation of financial data and speed up report generation without bogging down your specialists through fine-tuned, task-specific generative AI.
Reduce all-nighters spent collecting and reviewing data, and make faster, smarter investment decisions with investment memos powered by Retrieval Augmented Generation (RAG).
Ensure clear accountability and responsibility in AI development and outcomes, in keeping with client goals. Combine rigorous internal policies for model application and training with collaboration on safety and potential harms to secure higher quality data, ensure trainer safety, and manage complex challenges effectively.
Develop and use AI applications in a manner that respects human rights, promoting the welfare of all individuals and a safe working environment. This includes the ethical sourcing and enrichment of data used to develop AI systems.
Maintain transparency through our AI practices and policies to improve and apply AI systems. Emphasize the careful management of high-quality inputs to align model outputs with an intended or assumed goal.
Assist clients in achieving their goals, while giving careful consideration to avoid mistreatment or discrimination.
Work with partners committed to responsible AI and human wellness, seeking those with a shared dedication to monitoring and evaluating AI applications while collaboratively adapting to challenges as they arise.
Ensure high standards of data privacy and security, so that data utilized is collected, stored, and processed with the consent of all parties and in accordance with all relevant legal requirements.
Prioritize the safety and reliability of AI systems throughout their lifecycle, ensuring they perform as intended and are free from known vulnerabilities. Based on client objectives, implement practices that ensure safety for our trainers and maintain reliability through consistent, data-driven methods.
Collaborate actively with a diverse range of stakeholders to gather perspectives on ethical AI development and deployment. Aim to advance these principles together, aligning with partner goals for better understanding and cooperation.
Foster a culture of continuous improvement and ethical innovation by encouraging an environment where sharing, learning, feedback, and the latest advancements in AI ethics are integrated into all aspects of our work.
Provide training for all workers involved in the AI lifecycle on ethical AI principles, the responsible use of AI technologies, and the importance of following these guidelines. Training is regularly updated to reflect current ethical standards and practices.
Encourage a culture of openness where ethical considerations are discussed and there are clear processes to report issues.
We take pride in being SOC 2 TYPE II, GDPR, and HIPAA-compliant so that you don’t have to be. With integrity at the heart of our robust security and compliance guidelines, your customer information and financial datasets are safe with us.
Access should only be granted to the right people. Strict role-based and user-based access protocols will give you confidentiality, trust, and peace of mind.
Compromising on confidentiality isn’t an option. We offer a secure environment for accessing and managing sensitive customer data through Amazon WorkSpaces and a dedicated desktop version of our application.
