Six services. Each one tied to a target and a result you can measure.
Free workflow audit
A 20-minute call and a short written summary. We look at your three most time-consuming workflows and tell you which are worth automating, which aren't, and why. You get a one-page plan with a target against each.
Book the audit →Financial services builds
Statements of Advice, annual review packs, client onboarding, fee disclosures, advice file checks, ASIC reporting and investment committee records. Built into the platforms you already use.
See financial services →Insurance builds
Submission intake, bordereaux matching, underwriting data extraction, claims triage and binder checks. Clean data into your underwriting and broker systems.
See insurance →AI governance
A full inventory of where your firm uses AI, a risk rating for each use, approval and monitoring steps, and a pack your board can read in one sitting.
See AI governance →Team training
Hands-on sessions for advisers, underwriters, brokers and operations staff. Plain language, using your own workflows, not generic demos.
See training →Managed retainer
We keep your AI running. We watch accuracy, handle model changes, fix problems, add new workflows and update your governance documents.
See pricing →What we build, and what you should just buy.
Some things are better bought off the shelf. We'll tell you. Identity checks, meeting recorders, document summarisers, email drafting tools and general chat assistants are products. We don't build those. We help you pick one and check it against your rules.
We build where three things are true:
- 1 · Scattered dataThe data sits in two to four systems that don't talk to each other. A product can't be plugged into all of them for your exact setup.
- 2 · Your rulesAppetite, authority limits, licensee checks and fee structures differ for every firm, so they have to be configured, not bought.
- 3 · Regulated outputThe output goes to a regulator or backs a regulated decision. It has to be traceable, explainable and defensible. We build that record around the AI.
What every build includes
- A named lead you deal with directly
- Work done on your real data inside your approved environment
- Human review and sign-off built into every workflow
- Compliance documents written as we build (see the list on the AI governance page)
- Handover: documentation, training, and a clear owner on your side
Every build is measured
Before we build, we record how the workflow performs today: time taken, errors, volume. After go-live we measure the same things and report the change, along with how many of your people use it each week. If the numbers don't move, we tell you and fix it.
Not sure where to start?
Start with the free audit. It takes 20 minutes and you keep the written summary whether or not we work together.