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Industries / Financial Services & Insurance
Industries

Financial Services & Insurance

Banking modernisation, governed agents for claims, underwriting automation and regulatory compliance at scale.

At a glance
Focus areas6
Solutions4
Stories4
PlatformsUiPath · Camunda · AWS · Azure

What we solve.

Covers banking and lending, insurance, and superannuation and wealth.

Scam response

Protective holds, customer contact and evidence in one governed case, with people making the calls. On UiPath and Microsoft.

How we build it on UiPath →

Financial-crime screening

Alerts triaged by agents, decided by analysts, and every step on the record.

How we build it on UiPath →

Lending decisions

Applications to settlement, with credit officers on the exceptions.

See the approach →

Claims & Underwriting Agents

Governed agents for claims and underwriting, with a person on every exception.

Regulatory Compliance AI

AI that supports regulatory compliance at scale, with every decision on the record.

Core Banking Modernisation

Modernising core banking systems, wave by wave.

Platforms our specialists run for financial services and insurance

How we solve it.

Our approach to each problem, with the full detail one click away.

Solution

Agentic claims · UiPath Maestro

Claims from first notice to payment, agents and adjusters in one governed flow.

Solution

Member retention

At-risk members spotted early, with a person approving every outreach.

Solution

Agentic lending decisions · Camunda

Applications to settlement, fully agentic, with credit officers on exceptions.

Solution

24x7 cloud managed services

Multi-region AWS operations under defined SLAs.

Services we bring.

Agentic AI & automation

AI agents, rules and people working in governed processes on UiPath Maestro or Camunda.

Explore →

Managed agentic AI

AI agents built, run and supported 24x7, fixed cost.

Explore →

Managed services

24x7 operations from Sydney, Manila and Pune, priced on outcomes, with agents doing the routine work.

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Quality engineering

Test automation and AI testing, so every release and every agent is proven before it runs.

Explore →

Stories in Case studies.

One shared engine for 21 customer-owned banksRead in Case studies →
Angle Finance: same-day lending, governed end to endRead in Case studies →
Quality engineering transformed in one year for a multi-brand bankRead in Case studies →
AWS Cloud Platform Managed Services for a Multi-Region Financial Services CompanyRead in Case studies →

Bring us one process. We'll show you it running.

A 45-minute briefing with an engineer, or a 1-week assessment that ends in a costed roadmap.