AI and technology built for finance businesses
Industry — Finance
We help financial services organisations adopt AI and build reliable software under the scrutiny of FCA regulation - always vendor-agnostic, always focused on what will genuinely move the needle.
We help financial services organisations adopt AI and build reliable software under the scrutiny of FCA regulation - always vendor-agnostic, always focused on what will genuinely move the needle.
The challenge
What we understand about finance businesses
Financial services firms must balance innovation with stringent regulatory requirements. We bring hands-on experience helping finance businesses evaluate AI use cases, streamline operations, and build software that meets both commercial and compliance requirements - without guesswork or generic frameworks.
Start the conversationCommon pain points
Manual reporting and reconciliation processes consume analyst time and create error risk
High volume of routine client communications reduces advisor capacity for high-value work
Compliance monitoring and audit trail maintenance is resource-intensive
Fraud signal detection relies on rules-based systems that struggle with novel patterns
Advisors lack AI-assisted tools to improve client insight and recommendation quality
What we build
AI and software use cases for finance
Automated financial reporting
AI agents that aggregate data, apply formatting rules, and produce draft reports - reducing reporting cycles from days to hours.
Reconciliation agents
Automated matching of transactions across systems, flagging discrepancies for human review - dramatically reducing manual reconciliation time.
Client communication automation
AI-drafted client updates, portfolio summaries, and routine correspondence - reviewed and approved before sending.
Fraud signal detection
Pattern-recognition models that flag unusual activity for compliance team review, trained on your transaction history.
Advisor copilots
AI tools that surface client data, suggest talking points, and draft recommendations - giving advisors better preparation in less time.
Regulatory document generation
AI-assisted generation of regulatory submissions, KYC/AML documentation, and compliance reports.
Regulatory context
How we approach compliance in finance
We have practical experience working within FCA, MiFID II, PSD2, and UK GDPR frameworks. AI deployments are scoped with your compliance function involved from day one.
What good looks like
Outcomes our finance clients achieve
Reporting cycles reduced from days to hours
Significant reduction in manual reconciliation errors
Advisors freed from routine communication to focus on complex client needs
Lower cost per compliance action through intelligent automation
Also from Reformat Labs
Other industries we serve
Start the conversation
Interested in our services? Get in touch.
Speak with one of our advisers today - no jargon, no obligation. We'll be direct about whether we're the right fit.
