Transformational low code solutions for financial services operations

The journey from complex heritage infrastructure to a connected digital business and systems architecture requires the orchestration of new capabilities and a new technology stack – across cloud, APIs, data & analytics, digital platforms, cyber tools and fintech integration.

Data-driven products and services must be built with the customer at the centre, leveraging across these technology components.

None of this will work without enabling agile working methods, tools and people programmes to establish a digital-first culture.

Transformational low code solutions for financial services operations

Our solutions offer new alternatives to the traditional software platforms that have been developed over many years to support financial service operations, and are now outdated and costly to maintain.

Our solutions can be delivered at pace, for a fraction of the cost, unchaining organisations from lengthy deployment time-frames and high maintenance costs.

We help our clients tackle the cost of technical legacy and debt.

Quantexa Value Accelerator

Our targeted online self-assessment maximises the value of your Quantexa deployment with a tailored roadmap to self-sufficiency and cost efficiency.

The assessment is comprehensive, yet quick, without being invasive, with data-driven results for you to make insightful decisions for your organisation by combining strategic vision with actionable guidance.

It acts as a catalyst for transformation — empowering organisations to optimise costs, enhance internal capability, and take full value ownership of their investments.

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Accelerator: FinCrime AML Automation

Agentic workflow automation blueprint for end-to-end AML case management, built on Camunda 8.

AML investigations are complex, manual, and fragmented, requiring coordinated handoffs across teams with limited visibility, high alert volumes, and costly inefficiencies.

Our approach combines BPMN-based orchestration, AI agents, and human oversight to streamline processes, enhance auditability, and enable intelligent automation through open integrations.

The result is scalable, regulator-ready AML operations with continuous optimisation, improved efficiency, and full interoperability across systems and AI tools.

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Accelerator: Alteryx Agentic AI FNOL Automation

Agentic automation for end-to-end FNOL and claims handling.

First notification processes are manual and fragmented, requiring validation, fraud checks, and customer responses across disconnected systems, leading to delays, inconsistency, and operational inefficiency.

Our approach uses specialised AI agents for claims validation and case management, combined with Alteryx workflows and BigQuery data foundations to enable accurate processing, fraud scoring, and seamless system integration.

The result is real-time, automated FNOL handling with auditable data flows, improved fraud detection, and scalable, interoperable claims operations.

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Accelerator: Funds Onboarding AI Automation

GenAI-powered automation for client and fund onboarding.

Onboarding in fund administration and investment firms is complex, slow, and fragmented across emails and document systems, with limited visibility, manual coordination, and poor tracking of progress, risks, and business metrics.

Our approach delivers a digital onboarding control centre using workflow automation (Appian or Camunda), integrated data and document systems, and a GenAI interface for real-time insights, reporting, and interaction.

The result is a unified, data-driven onboarding experience with end-to-end visibility, faster timelines, improved risk management, and scalable, AI-enhanced project delivery.

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Contextual KYC

Working with Quantexa, Appian and Knights Analytics, we help our clients really understand their customers, ecosystems and supply chains. Make better lending decisions, faster, and understand portfolio contagion risk .

Regulatory Horizon Scanner

Working with Knights Analytics, Appian & RequirementOne ,we have designed and developed an AI powered solution using structured, unstructured data and best in class workflow tooling.

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A focused partner ecosystem

We work with progressive financial services clients, technology platform and service partners who are at the forefront of making finance services more effective, agile and safe.

Our technology partners are at, or beyond, the scale up stage and have been carefully selected based on best-in-class technology, client growth and values. Each of these companies is a leader in their field of analytics, automation or data.

We leverage our industry experience to help our fintech partners to focus their product offerings on maximising positive business outcomes.

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Technology led solutions

A transformation journey