Insurance & Financial Services
Automate claims, approvals, and document-heavy work — without exposing customer data.
Insurance, financial media, and trading platforms. We turn manual, paper-heavy processes into automated workflows — and deploy AI inside your own cloud so customer data stays under your control.
- SOC 2 aligned · ISO 27001 certified
- Senior engineers only
Featured result · Argo Global Insurance
85%
of claims
automated
$500K
saved every year
- Before
- Manual quotes, approvals, and claims paperwork.
- After
- One automated flow from quote to claim.
85%
Claims automated — Argo
$500K
Saved annually — Argo
18 yrs
Delivering software since 2008
4–6 wks
To a working AI pilot
01The problem
Financial technology fails for different reasons
Generic software doesn't understand insurance and financial operations. The cost shows up in slow claims, frustrated brokers, and audit stress.
Challenge 01
Manual claims processing doesn't scale
Every new policy adds claim volume. If routing, verification, and approvals are manual, costs rise with growth. Argo automated 85% of claims with the platform we built.
Challenge 02
Brokers and partners need self-service
Different broker types need different access, commissions, and approval paths. One well-designed portal replaces email chains and spreadsheets.
Challenge 03
Public AI tools put customer data at risk
Pasting policy or account data into a public chatbot is a compliance problem. We deploy AI inside your own cloud account so data never leaves your control.
Challenge 04
Legacy systems block new products
If launching a product takes months of IT work, you lose to faster competitors. We add modern APIs and automation around existing systems — no big-bang rewrite.
Challenge 05
Audit preparation eats staff time
SOC 2, regulatory exams, and security reviews shouldn't mean months of manual evidence gathering. We design audit trails and access controls in from day one.
02Our work
Our financial services work
Real projects for insurance, financial media, and trading clients.
Insurance
Argo Global Insurance
Broker onboarding, quoting, binding, commissions, and automatic claims routing in one platform. 85% of claims automated; $500K saved annually.
Read case study →Financial media
Benzinga
UI/UX redesign of live market-data pages, new page designs and microsites, and materials for the Benzinga Fintech Awards.
Trading education
AI-Enabled Trading Platform
A six-year engagement building and extending a trading-education platform, including AI features for its users.
03What we build
What we build for financial services teams
Who we work with
- Insurance carriers and MGAs
- Insurance brokers
- Fintech and insurtech startups
- Trading and investment platforms
- Financial media and data companies
- Lenders and payment businesses
Typical projects
- Claims intake, routing, and approval automation
- Broker, agent, and customer portals
- Document extraction and verification with AI
- Private AI assistants over policies and procedures
- Market-data dashboards and trading tools
- Modern APIs around legacy core systems
The same security discipline we applied for 16 years to law enforcement software — built to CJIS Security Policy requirements — protects policyholder and customer data in your systems.
04Client voices
In their own words
Great all-in-one solution, plus an end-to-end workflow that's optimized every step! Our new claims automation platform has streamlined intake and review—fewer manual touches, better accuracy, and faster resolution for policyholders—just a few points away from a perfect customer satisfaction score!
Every named testimonial on this site is from a real client. Ask us — we'll connect you directly with them for a reference call.
05Security & compliance
Designed for SOC 2, regulatory exams, and payment security
Financial data needs strong protection. We design to SOC 2, PCI-DSS, and industry standards:
- SOC 2 aligned controls — audit-ready from launch
- AES-256 encryption at rest, TLS 1.2+ in transit
- Role-based access control (RBAC) with MFA
- Audit trails — who accessed what, when
- PCI-DSS aligned design for payment and card data
- GDPR-aware data handling for EU customers
06FAQ
FAQ for financial services clients
Yes. We operate with SOC 2 aligned controls and support client SOC 2 audits, with encryption, access controls, and audit trails designed in from day one.
Yes. We build APIs and middleware around existing core and legacy systems, so new automation runs alongside what you already have.
Yes. We deploy models through services that run inside your own cloud account, so prompts and data stay in your environment.
It depends on your claim volume and process. For Argo Global Insurance, the platform we built automated 85% of claims and saved $500K a year. We'll estimate realistic numbers for your situation during a free assessment.
A focused AI pilot: 4–6 weeks. A portal or automation workflow: 3–5 months. A larger platform: 6–12 months, delivered in phases.
Yes. Ask us and we'll arrange a reference conversation with our insurance client.
07Keep exploring
Services financial teams start with
Evaluating claims automation or AI for financial operations? Start here.
We'll assess feasibility, compliance implications, and expected financial impact — before any implementation discussion begins.