Who we help
AI that drafts and checks while the adviser decides
Penny drafts and checks for a mortgage brokerage while the adviser stays in charge of the decision. Before that, we mapped a life insurer's new business journey end to end before anyone rebuilt it. Finance and insurance is where a person on the gate matters most.
What we've built for finance and insurance
Two engagements in the sector, and two from next door that do the same job: money and credit control, with a person on the gate.
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AI assistant
Meet Penny: AI that drafts and checks while the adviser decides
In build for a mortgage brokerage.
Penny House -
Discovery
Mapping a life insurer's new business journey before rebuilding it
The journey traced end to end first.
Guardian -
Client money
£15m of client monies moved to Barclays with no break in the records
Virtual accounts, one upload to reconcile them all.
Warwick Estates -
Credit control
A platform that chases what block managers owe their suppliers
Invoice chasing built as a platform.
Block Debt
Finance and insurance businesses we've worked with
- Guardian
- Penny House
Where would a person on the gate help?
Tell us what the advisers do by hand. Or call 0333 444 2298.