INDUSTRIES · FINTECH
62 fintech clients. Research agents that draft cited memos, compliance copilots that read every filing, and document RAG that survives audit.
Capital markets, regional banks, asset managers, and fintech-native startups. We've built research agents that ingest SEC filings, transcripts, and sell-side notes; compliance copilots that flag the gnarly KYC; and RAG systems over millions of pages of regulatory text.
Finance is unforgiving on three things: citations, retention, and audit. Every system we ship treats those as constraints, not features. Every claim cites a source. Every decision is replayable. Every user action is logged in tamper-evident storage.
We are SOC 2 Type II, sign BAA / DPA, and ship in your VPC if you need it. Some of our work is under NDA we won't break — but we can talk about the patterns.
Years inside research desks, custodian rec teams, and bank compliance ops. We don't need a glossary handed to us; we already speak the dialect.
We'll share two private case studies under NDA on the first call. Bring your roadmap; we'll bring opinions.