Industry · Fintech

AI for fintech teams.

Your product is digital. The work behind it often isn’t. We build AI that checks, chases and prepares, so your people only handle what needs them.

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Client case · A Sydney loan brokerage

Loan applications checked and chased before a broker opens them.

~30 minof broker work saved per application
10 to 15 hrsof broker time back each week
500 to 750 hrsof broker capacity a year
Estimates at 20 to 30 applications a week.See the case
The industry

Digital products, manual work behind them.

Fintech covers companies that use software to deliver financial services: lenders and brokers, payments, wealth and insurance platforms. Behind the app, people still open documents, check them against what the customer said, chase what’s missing and decide what happens next. That is the work we automate.

01
Document checksEvery upload checked on arrival: is it the document you asked for, is it complete, and is it recent enough to use.
02
Cross-checksWhat a customer declares compared with what their evidence shows, with every discrepancy flagged before anyone relies on it.
03
Customer follow-upRequests for missing or replacement evidence written in the context of the conversation, and the reply checked when it comes back.
04
Exceptions to peopleRoutine fixes resolved automatically; the cases that need judgement land with your team, with the context already gathered.
Case · A Sydney loan brokerage

Loan applications, ready before a broker opens them.

A Sydney fintech brokering mortgages and personal loans. Before an application was ready to assess, a broker had to open every document, check it, compare it with what the customer had declared, test lending scenarios and email the customer about anything missing, often several times over. We built an AI system that does most of that work.

What the system does
01
Checks the application on arrival.The customer’s answers and supporting documents are reviewed as one case: the right documents, complete, current, and consistent with what was declared.
02
Works through the lending scenarios.If the first scenario doesn’t work, it tries the next, until one is viable or the options run out.
03
Follows up with the customer.Anything missing or wrong is requested in the tone of the existing email thread, and checked again when it comes back.
04
Hands exceptions to a broker.When a fix still doesn’t meet the requirement, the case goes to a broker instead of another automated email.
The result
~30 minof broker work saved per application
10 to 15 hrsof broker time back each week
500 to 750 hrsof broker capacity a year

Brokers now receive applications later in the process, after the routine document problems are already solved. Every application gets the same checks, and the work scales with volume without broker hours growing at the same rate.

Estimates at 20 to 30 applications a week. No formal time study was done.

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