Build fast, without cutting corners
Client onboarding, document processing, portals and integrations for fintechs, advisers, accountants and investment platforms, with privacy and audit trails built in from the start.
Sound familiar?
Financial services runs on checks and paperwork: identity, statements, file notes, due diligence. Done by hand it's slow and error-prone, and since 1 July 2026 many more firms, including accountants, lawyers and real estate agents, have AML/CTF obligations.
What you get
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Onboarding and identity checks
Customer onboarding built on accredited identity verification and screening providers, with every check recorded.
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Document processing
AI that reads statements, IDs and forms and prepares the data for a person to confirm.
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Investor and client portals
Secure web and mobile portals where clients see their information and complete tasks.
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Integrations and open banking
Xero, your CRM and open banking data through accredited intermediaries.
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Assistants that stay in their lane
Chatbots that give factual and general information only, and hand anything that becomes personal advice to your licensed staff.
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Private AI for client work
Help with file notes and research that keeps client data out of public AI tools.
What changes
- Faster client onboarding
- Less manual data entry
- Records ready when auditors ask
Questions
Do you give AML/CTF or compliance advice?
No. We build and run the software and connect accredited identity and screening providers to support your obligations. Compliance decisions stay with you and your advisers.
Have you worked in financial services?
Yes. Our clients include inaam, in impact investing.
Can you host in Australia?
Yes. We can host on Australian cloud infrastructure, including any AI models, where you need that.
Let's talk about fintech and financial services
A real person replies within one business day. No obligation.