Digital Workforce

Digital Workforce for Financial Services

Let AI agents handle the administrative load across client service, compliance, and risk operations.

Start Your Journey

Client services

AI agents handle meeting prep, CRM updates, follow-up communications, and client enquiries.

Fraud & risk detection

Monitors transactions in real time, identifies anomalous patterns, and triggers alerts or blocks autonomously.

Claims & compliance

Automate compliance screening, claims processing, and regulatory documentation, reducing operational risk and overhead.

Approach

From first hire to managed digital workforce

Every digital worker is hired the way you would hire a person: scoped, built, trained and tested against your retail operation before it goes live. Then we run it. You get the output, we handle the operations.

1

Workshop

Half a day. That's all we need to find the first role worth funding, where a digital worker pays for itself in your business.

1

Workshop

Half a day. That's all we need to find the first role worth funding, where a digital worker pays for itself in your business.

1

Workshop

Half a day. That's all we need to find the first role worth funding, where a digital worker pays for itself in your business.

2

First hire & onboarding

We build it, connect it to your core systems and data, test it on real scenarios. Every digital worker gets a named role and a business owner when they go live.

2

First hire & onboarding

We build it, connect it to your core systems and data, test it on real scenarios. Every digital worker gets a named role and a business owner when they go live.

2

First hire & onboarding

We build it, connect it to your core systems and data, test it on real scenarios. Every digital worker gets a named role and a business owner when they go live.

3

Probation

Weekly KPI reviews, edge cases handled (seasonality, returns policy, promotions), constant tuning. The worker learns the job. We manage the ramp.

3

Probation

Weekly KPI reviews, edge cases handled (seasonality, returns policy, promotions), constant tuning. The worker learns the job. We manage the ramp.

3

Probation

Weekly KPI reviews, edge cases handled (seasonality, returns policy, promotions), constant tuning. The worker learns the job. We manage the ramp.

4

Managed staffing

Graduated and working. We handle monthly optimisation, governance, reviews and scope, with seasonal burst capacity built in.

4

Managed staffing

Graduated and working. We handle monthly optimisation, governance, reviews and scope, with seasonal burst capacity built in.

4

Managed staffing

Graduated and working. We handle monthly optimisation, governance, reviews and scope, with seasonal burst capacity built in.

5

Workforce expansion

Repeat the motion. Add more workers across the business. Grow the team without growing headcount.

5

Workforce expansion

Repeat the motion. Add more workers across the business. Grow the team without growing headcount.

5

Workforce expansion

Repeat the motion. Add more workers across the business. Grow the team without growing headcount.

Agent Catalog

AI Agents for financial services

Discover digital workers for every financial use case.

All

Retail

Retail

Healthcare

Healthcare

Manufacturing

Manufacturing

Financial Services

Financial Services

Hospitality

Hospitality

Fraud Detection Agent

Risk

Catches fraud and anomalies in real time and acts within your rules, with a full audit trail behind every decision.

Financial Services

ArtisanAI

Client Service Agent

Client Services

Handles client enquiries, meeting prep and follow-ups end to end, so your relationship managers spend their time on clients, not admin.

Financial Services

DevAssist Pro

Compliance Monitoring Agent

Compliance

Catches regulatory exposure before it becomes a breach, and keeps every action audit-ready by default.

Financial Services

Agent Skills

Build the skills. Train the digital workforce after.

Every digital worker in financial services needs to operate within strict boundaries. Here's what we teach them:

Client knowledge

Pulls client history, portfolio data, and relevant news ahead of every meeting.

Client knowledge

Pulls client history, portfolio data, and relevant news ahead of every meeting.

Documentation automation

Updates records, logs interactions, and generates compliant notes automatically.

Documentation automation

Updates records, logs interactions, and generates compliant notes automatically.

Compliance monitoring

Monitors regulatory changes and flags compliance exposure before it becomes a breach.

Compliance monitoring

Monitors regulatory changes and flags compliance exposure before it becomes a breach.

Fraud & anomaly detection

Monitors transactions continuously, identifies suspicious patterns, and triggers escalation or blocks autonomously, with a full audit trail.

Fraud & anomaly detection

Monitors transactions continuously, identifies suspicious patterns, and triggers escalation or blocks autonomously, with a full audit trail.

Client retention

Monitors client portfolio signals and life events, and autonomously triggers personalised outreach, so no relationship goes cold.

Client retention

Monitors client portfolio signals and life events, and autonomously triggers personalised outreach, so no relationship goes cold.

Control & Governance

Deploy every digital worker with confidence

Digital workers act with guardrails, not vibes. Every one we deploy ships with a non-negotiable set of controls, so you stay in command from day one.

Control & Governance

Deploy every digital worker with confidence

Digital workers act with guardrails, not vibes. Every one we deploy ships with a non-negotiable set of controls, so you stay in command from day one.

Get Started
Trust & Safeguards

Trust sits at the core of your digital workforce

Digital workers handle real customer interactions, so trust can't be optional. Every worker ships with a defined authority matrix, human approval flows, escalation rules and monitoring from day one.

  • Governance model

    Governance model

  • AI Agent guardrails

    AI Agent guardrails

  • Human approval flows

    Human approval flows

  • Escalation matrix

    Escalation matrix

  • Testing and evaluation

    Testing and evaluation

  • Real-time monitoring

    Real-time monitoring

  • Rollback plans

    Rollback plans

  • Hallucination prevention

    Hallucination prevention

  • Fraud & abuse detection

    Fraud & abuse detection

  • Data privacy & compliance

    Data privacy & compliance

  • Audit trails

    Audit trails

  • Brand voice enforcement

    Brand voice enforcement

FAQ

Questions before you hire?

Common things teams ask before bringing on a digital worker.

FAQ

Questions before you hire?

Common things teams ask before bringing on a digital worker.

What can a digital worker do?

It handles a defined role end to end: answering customers, qualifying leads, processing returns, flagging fraud, and more. You scope the role in the workshop, and we build to it.

How accurate is it, and what about hallucinations?

Answers are grounded in your approved knowledge and live data, and every action traces back to a source record. When it isn't sure, it escalates to a human rather than guessing.

Where does our data go?

It stays inside your trust boundaries. PII is masked in logs, and nothing trains on your real customer conversations. GDPR-aligned by design.

How long until the digital worker is live?

We start with a half-day workshop and move into MVP onboarding from there. Most roles go live in a matter of weeks.

What happens when it gets something wrong?

It escalates to a human, logs what happened, and learns from the override. Every decision is auditable after the fact.

Does it work with our existing tools?

Yes. Digital workers run inside the tools your teams already use: service consoles, CRMs, ERPs and marketing platforms.

Who manages it after launch?

We do. Managed staffing means the worker is monitored, tuned and improved for you, 24/7.

Platforms

Deploy on top of your existing tech stack

We deploy and integrate digital workers deeply inside your existing tech stack. No replatform needed.

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Salesforce

Deployed with Agentforce on top of Data360 and monitored with Tableau. Activated inside your customer360 and Slack.

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Salesforce

Deployed with Agentforce on top of Data360 and monitored with Tableau. Activated inside your customer360 and Slack.

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Salesforce

Deployed with Agentforce on top of Data360 and monitored with Tableau. Activated inside your customer360 and Slack.

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Snowflake

Deployed with Snowflake Intelligence or Claude on top of your modern data warehouse.

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Snowflake

Deployed with Snowflake Intelligence or Claude on top of your modern data warehouse.

Hire your digital workforce, today

Grow output and productivity, not headcount. Hire trusted digital workers that are grounded in your data and deploy seamlessly on the stack you already own.

Start Your Journey

The team of tomorrow, hired today.

Hire your digital workforce, today

Grow output and productivity, not headcount. Hire trusted digital workers that are grounded in your data and deploy seamlessly on the stack you already own.

Start Your Journey

The team of tomorrow, hired today.

Hire your digital workforce, today

Grow output and productivity, not headcount. Hire trusted digital workers that are grounded in your data and deploy seamlessly on the stack you already own.

Start Your Journey

The team of tomorrow, hired today.