We help financial services firms act on data
Data and software services firm focused on building next generation applications to automate core business processes
Who we are
We are a team of 15+ data and software engineers with backgrounds from AWS, Apple, Siemens, Lazard and Stanford.
How we work
Discovery and Data Strategy
Through interviews and workshops, we’ll build a solid understanding of your business, industry, strategic objectives and challenges. We then collaboratively identify opportunities and focus areas with clear ROI to draw up your data roadmap and strategy.
Architecture and Modeling
We sit down with your technical team to go through technology selection, technical specs & other requirements. We then draw up our vision for your application and its data infrastructure, optimizing for performance, security and reliability. .
Iterative Implementation
Our development process is phased and designed to be highly engaging. We operate on a sprint cadence. Frequent touch points with business and technical stakeholders allow us to incorporate your thoughts, preferences, and suggestions.
Selected Projects
AI assistant for a fintech firm’s enterprise sales team - directly embedded into Salesforce. Autogeneration of business cases based on call history, prospect information, and prior case studies. This reduced average sales cycle length by 18%.
AI search tool for a brokerage firm enabling analysts to instantly find internal data resources, including database tables, dashboards, queries, documentation, and past tickets. This reduced the average time needed to answer data related questions from 5 days to 3 days.
AI-assistance platform for an auditing firm that automatically flags potentially fraudulent transactions, enabling faster and more accurate reviews. The platform improved processing time by 39%.
Paperless claims management system for an insurance provider that reduced claim resolution time from 21 days to 3 days. Solution included workflow management, fraud detection, and payment processing integration.
Web platform to connect investors with potential M&A opportunities. The solution included advanced deal sourcing and CRM features, resulting in a 36% reduction in process cycle time.
Centralized process management system that transformed SOPs into repeatable and observable workflows. The platform improved cross-departmental collaboration and enhanced visibility into team workloads, resulting in a 27% decrease in ‘Days Past Due’ for client deliverables.
Self-Service business intelligence implementation for a neo bank. Built a logical data layer to measure cohort performance, customer lifetime value and churn. This enabled a data-driven promotional strategy.
Marketing Performance measurement dashboards for a niche insurance provider. Built a comprehensive attribution data pipeline to quantify effectiveness and forecast ROAS on a per-channel basis. This allowed the client to re-allocate budget spend to the highest performing channels.
Cloud data warehouse design and implementation for a client in the banking industry. Pulled, unified and modeled data from various sources (ERP, CRM, Social, Application databases) for efficient and accurate retrieval.
Our Partners
Partnering with the best to bring cutting-edge technology and expertise to every project
