Document intake is slow
Policy documents, statements and forms are retyped before anyone can advise.
Industries · Finance and insurance
Remove the paperwork from regulated work and keep the audit trail.
Document extraction, client portals, call quality and CRM automation for firms where every step must be recorded and a person must sign off.
- Timeline
- First phase in 2–5 weeks
- You own
- The code, from day one
- Built for
- Brokers, advisers, insurers and accountants
Document and invoice processing Call analytics and QA Client portals Sales pipeline automation Quoted to your budget You own the code Any language
The problem in finance and insurance
Where the money leaks.
Compliance needs evidence
Regulators expect to see what was said, who approved it and when.
Follow-up is inconsistent
Renewals and review meetings depend on individual advisers’ diaries.
What we build for you
Four ways we help in finance and insurance.
-
Document and invoice processingExtract and check
Key fields pulled from documents and validated, with exceptions reviewed by a person.
from £1,500 -
Call analytics and QAEvidence on every call
Transcripts, summaries and checks against your required wording.
from £990 -
Client portalsSecure client area
Documents, e-signature and status in one login.
from £2,400 -
Sales pipeline automationNever miss a renewal
Automated reminders and tasks ahead of every renewal and review.
from £1,400
Start with a package
Ready-made, with a published price.
See it built
What this looks like in practice.
Straight answers
Finance and insurance: your questions, answered.
Do you give regulated advice?
No. Our systems prepare, record and route. Regulated decisions stay with authorised people, and we design every consequential step to require their approval.
Is there an audit trail?
Yes. Every automated action and every human approval is logged with who, what and when.
Do you hold financial certifications?
We make no certification claims. We build to your requirements, document the controls and can work within your compliance process.
Start here
Built for finance and insurance? See it before you pay.
Describe it in your own words. A person reads it, and for most projects you get a free mockup within one working day.