Enterprise vertical
Operations automated inside the controls you already have.
We build into the systems your institution already runs, so structured messages get parsed, cases get routed, and pending items get chased, with every consequential action behind a person and every step in the audit trail.
The problem
Structured messages arrive as dense text that an operations team parses by hand. Cases are routed by whoever reads the queue first. The controls are strong; the work between them is still manual.
What we install here
Four modules, mapped to how institutions run.
Each module has an owner team, an outcome, and hard limits. They connect to each other on one layer, so the second one installs faster than the first.
- 01Inbound ResponseFor your front desk and sales teamClient and counterparty requests answered from the record in seconds, with anything involving money, credit, or a sensitive decision waiting for a person.See the module
- 03Follow-upFor your revenue teamPending items, missing documents, and stalled cases worked on schedule until they close or escalate.See the module
- 04Operations and VisibilityFor leadershipStructured messages parsed and classified, cases routed to the right team with a confidence score, and one screen for the queue, read-only on the money. A SWIFT and MT740 message automation on this model runs in production.See the module
Also on the layer
Installs on the same connections once the first system is live.
Built into the tools you already run
- ServiceNow
- Salesforce
- Microsoft 365
- Outlook
- Slack
- SQL databases
How it goes live
Six steps, the same on every install.
We start with how your company runs, not with software. Nothing gets ripped out, and nothing gets migrated.
- 01Map the operationWe sit with the people doing the work and follow leads, quotes, money, and messages through the tools that carry them today.
- 02Set the scope and the priceYou get the outcome, the boundaries, and one set price in writing before anything is built. It moves only if the scope does.
- 03Connect your stackWe build into the CRM, inbox, phone line, and payment tools you already run.
- 04Run in review modeThe system reads real events and prepares real work. Your team approves every result before it goes out.
- 05Grant narrow authorityProven, routine actions start running on their own, inside limits, with escalation rules and a full record.
- 06Launch and run itWe take it live, watch it in production, and stay on to run and improve it every month.
Questions
What institutions ask first.
How do you handle security and compliance review?
Least access, every connection documented, sensitive data in your environment, and high-risk actions behind a person. We build to your security requirements and go through your review before anything is called live.
Will the system ever move money?
No. Money is read-only by design. The system prepares, routes, and reconciles; a person approves anything that moves funds or changes a record of record.
How does routing avoid silent misroutes?
Every routed item carries a confidence score. Above the threshold it routes on its own; below it a person decides. Nothing disappears into the wrong queue without a record. An ITSM auto-assignment system on this model reached 92% and absorbed about 40 FTEs of manual triage.
Your first department
Bring the process you still run by hand.
One mapping call. You leave with the system design, the price in writing, and the date it goes live.
Case studies
Three installations, and what changed inside them.
Names withheld, every number from a system running in production.
Read the case studies