Configure a product
Start with proven product capabilities, your approved information and a defined operating owner. Confirm the required features and plan during discovery.
IndustriesPRODUCTS + CUSTOM ENGINEERING
Financial services
Move the work forward. Keep decisions accountable.
Engineer the service, document and operational layers around your institution. AI can prepare evidence and coordinate work while authorized people retain decisions that carry financial or regulatory consequences.
For banks, insurers, fintech teams and finance operations leaders.
SEE HOW THE TECHNOLOGY WORKS
Your knowledge. A useful answer.
Follow a question from trusted sources to an answer your team can inspect.
INTERACTIVE WORKFLOWIllustrative engineering scenario
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Connect the sources
Select the documents, records and permissions the assistant can use. Freshness and access are part of the design.
Approved documents + access rulesA permission-aware knowledge collection
Read the complete workflow
Connect the sources
Select the documents, records and permissions the assistant can use. Freshness and access are part of the design.
Approved documents + access rules → A permission-aware knowledge collection
Retrieve the evidence
Find relevant passages for the question. Keep the source attached so the answer can be checked.
A customer or employee question → Relevant passages with source references
Answer with context
Present a grounded response, show the sources and hand off when the available evidence is not enough.
Retrieved evidence + conversation context → A reviewable answer and a clear next step
FROM BUSINESS PROBLEM TO WORKING SYSTEM
See the work between the steps.
Choose a workflow and inspect the sources, intelligence, review and outcome. These are engineering examples to scope with your team.
ENGINEERING EXAMPLEExplore at your pace
Application intake & document review
Applications stall because missing fields and conflicting documents are found too late.
Source context
Submitted forms, approved document types and a versioned completeness checklist.
CONNECTED SYSTEMS TO SCOPE
Discuss this workflowApplication portal · document store · case management
An extracted field, risk signal or suggested answer is not an approval. Authority, access and exception policy are defined before integration.
A COMPLETE OPERATION, NOT AN ISOLATED DEMO
Three ways to make it yours.
Adopt a product where it fits. Connect it to approved systems. Build a tailored application when the workflow needs more.
Connect the workflow
Map identifiers, permissions, API actions and error paths. Keep the source of truth clear and design an accountable handoff when a system is unavailable.
Build from scratch
Create the portals, mobile experiences, data pipelines and operational interfaces your organisation needs. AI Squad can bring product, design and engineering into one delivery team.
DETAIL YOU CAN EVALUATE
The workflow, fully explained.
Inputs, dependencies and review points remain visible. The measures below are evaluation criteria for your pilot, not claimed customer results.
Application intake & document review
Applications stall because missing fields and conflicting documents are found too late.
- Required inputs
- Submitted forms, approved document types and a versioned completeness checklist.
- What we configure or build
- Extract fields with source references, identify gaps and prepare questions for the applicant.
- Human responsibility
- The institution performs identity, eligibility and risk decisions through its authorized process.
- Delivery outcome
- A structured case file ready for assessment, with every correction traceable.
- How to evaluate
- Measure missing-field recurrence, reviewer corrections and time to a complete file.
Customer service with controlled actions
Customers repeat their request between channels while agents search policies and account context.
- Required inputs
- Verified customer context, approved knowledge and allowed service actions.
- What we configure or build
- Answer routine questions, gather the required context and prepare a service request or handoff.
- Human responsibility
- Sensitive account changes and financial instructions follow identity checks and authorized approval.
- Delivery outcome
- A contextual handoff with the conversation and the requested next step.
- How to evaluate
- Review answer quality, escalation completeness and confirmed request outcomes.
Reconciliation & operational exceptions
Teams spend time assembling records before they can investigate a mismatch.
- Required inputs
- Transaction references, ledger exports and reconciliation rules.
- What we configure or build
- Match records, group unresolved differences and summarize supporting evidence.
- Human responsibility
- An authorized operator approves adjustments and posting; original records remain the source of truth.
- Delivery outcome
- An exception queue with ownership, explanation and a recorded resolution.
- How to evaluate
- Track unresolved value, exception age and reviewer effort using agreed definitions.
START WITH ONE MEANINGFUL WORKFLOW
Define it. Prove it. Expand it.
We scope the users, systems and decisions first. A pilot produces a working flow, review criteria and a rollout decision—not a promise that every integration is already available.
Scope the first workflowBring your starting point.
A defined process and accountable business reviewer
Representative redacted documents and approved knowledge
Decision boundaries, retention requirements and test cases
The delivery plan includes
Workflow map · integration contract · test cases · review roles · rollout and support ownership. Scope and timing are agreed after discovery.
BEFORE YOU START
Practical buying questions.
Can we keep our existing systems?
Yes, the starting point is your existing operation. Discovery checks API access, identifiers, authentication and data quality. Where a system cannot support a required action, we agree a safe handoff or a separate integration scope.
Is this a ready-made product or a custom project?
It can combine both. We identify the product capabilities that fit, the configuration required and the engineering work needed around them. Your proposal separates these responsibilities and deliverables.
How do we decide whether the pilot worked?
Agree a baseline, representative test cases, source quality and acceptance criteria before rollout. Review incorrect outputs, failed actions and human effort as well as speed. Expand only when the responsible team accepts the result.