AI for investment banking
AI use cases your business could have tomorrow
- EX-026ExecutiveLive in 45 days
M and A and ownership change tracking
Scrapes SEC filings, PE announcements, and trade press for ownership changes across customers and suppliers
- SO-001Sales opsLive in 45 days
CRM duplicate account resolution
Uses semantic matching to find and merge duplicate accounts, contacts, and opportunities across a messy CRM
- MO-004Marketing opsLive in 45 days
Lead to account matching
Matches inbound leads to existing CRM accounts using semantic matching on company name, domain, and address variants
- LD-008Lead generationLive in 60 days
Contact discovery and verification
Finds and verifies decision maker contacts at target accounts and appends role, tenure, and reporting context
- EX-027ExecutiveLive in 45 days
Board and lender reporting pack extraction
Extracts covenant terms, reporting obligations, and required metrics from credit agreements into a reporting calendar
- EX-029ExecutiveLive in 60 days
Cross-system reporting warehouse
Unifies ERP, MES, QMS, and CRM data into one warehouse feeding BI without a multi-year data project
Case studies in financial services
What it changed, measured in the work itself.
Start with a 30-day blueprint
A forward-deployed engineer maps how your business runs and shows you where AI pays off. Flat cost, defined outcome.
More in financial services.
Private equity- Portfolio company data diligence
- Board and lender reporting packs
- Portfolio-wide KPI extraction
Payments- Merchant and prospect enrichment
- Self-service reporting for commercial teams
- Competitor and market targeting
Insurance- Claims file intake and triage
- ACORD form extraction
- Loss run consolidation