AI systems for financial services.
The workflow pattern we see in this industry, and what we would build for it.
01
File opens
An application or onboarding request arrives. Documents land in email and portals. Someone re-keys the entity data.
02
Data gathered
An analyst pulls statements, runs screening, and spreads financials by hand. The file waits on each lookup.
03
Memo assembled
The underwriting or compliance memo is written from scratch. Evidence is copied in one screen at a time.
04
Decision filed
The decision is keyed into the system of record. The audit trail is rebuilt by hand if anyone asks.
A file intake and review agent.
An agent that reads inbound documents, structures the entity data, drafts the memo with cited evidence, and routes exceptions to your analysts. Every action is logged for audit. Your team keeps the final say on every decision. The agent removes the data gathering, not the judgment.
10 to 14 weeks from kickoff to a live production system. We stay through adoption.
Daily output check
Checks what the system produced every day, beyond whether it ran.
Run tracing
Every run traced step by step, with each model call recorded.
Live production system
The working system in your stack, not a report.
Adoption Mile
To the 70 percent weekly-active bar by day 90.
Analyst time spent gathering data, not judging risk
40 to 70 percent
IllustrativeFraud alerts that are false positives
Above 90 percent
IllustrativeReview throughput lift from automated intake
Varies by control set
Illustrative
Ranges are industry observations for orientation. They are not ClearForge results. Our results live on the proof page.
See the proofStart where every engagement starts. The fixed-fee Diagnostic maps this workflow in your back office in 2 weeks.
Starting point · Forge Diagnostic