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Financial Services

Faster approvals. Cleaner data. Less manual work.

We build systems for insurance, lending, and wealth management teams. Quote management, underwriting tools, lead tracking, and the connections between your CRM, your policy system, and your reports.

The reality

The problem most financial firms face today.

You run insurance, lending, or wealth management on a stack put together over fifteen years. Policy system from one vendor. CRM from another. Reports from a third. Every customer touchpoint is a manual reconciliation.

Your underwriters spend more time copying numbers than making decisions. Compliance reports take three weeks. New products take six months. Your team is good. Your software is not helping them.

The big consulting firms quote a multi-year transformation. You do not need a transformation. You need engineering, in your industry, that just gets things working.

Deep experience with policy systems, modern AI for the work that takes time, and a team that knows how regulators read these things.

What we build

Four things we build for financial services.

Underwriting and quotes
Quote and underwriting tools that fit your team.

Custom quoting, underwriting workflows, and AI-assisted drafts. Decisions take minutes instead of hours. Every step is recorded for the audit.

Lead and CRM
Connecting your CRM to everything else.

Lead tracking, policy data, billing, and reporting in one view. Sales, underwriters, and finance all see the same numbers.

Compliance and reporting
Audit-ready reports, every quarter.

Reports your regulators sign off on, built into the system from the start. Not patched together the week before the deadline.

AI where it helps
Faster decisions on the work that takes time.

AI that reads submissions, finds the right past policies, and drafts a recommendation. The underwriter still makes the call.

Numbers from real projects
90s
Time to draft an underwriting quote
42%
Faster approvals, on average
$1.2M
Saved per year by an insurer client
100%
Audit-trail coverage, end to end
Selected work

Three projects. Three problems solved.

Insurance - AI underwriter
AI that drafts underwriting in 90 seconds.
90s draft time
76% submissions drafted
0 auto-approvals
Lending - Salesforce workflow
A custom approval workflow on top of Salesforce.
62% faster approvals
100% audit-trail coverage
6 weeks to live
Wealth - Adviser dashboard
One adviser screen across three systems.
3 systems connected
45 min per meeting saved
10 weeks to live
Tech stack
Platforms
  • Salesforce Financial Services Cloud
  • Guidewire
  • Duck Creek
  • Custom policy systems
Integration
  • MuleSoft
  • Workato
  • REST - GraphQL
  • Salesforce APIs
AI & data
  • Claude Sonnet 4.6
  • Custom underwriting models
  • Snowflake
  • Postgres
Compliance
  • Audit trails
  • Role-based access
  • SOC 2
  • Encryption at rest
Let's talk

Ready to engineer your industrial future?

Tell us what you're building and we'll tell you, honestly, how we'd approach it. We read every message and reply within one business day.