AI automation for Financial Services. Squared away.

Document-heavy, compliance-sensitive workflows are exactly where careful automation pays off. We remove the repetitive processing while logging, guardrails, and human review stay intact.

Book a Fusion Workshop

$1Mto $20M, fixedfor a full deployment, in writing before we start

$1M+per yearongoing operations, only if you keep us on support

3to 12 monthsfrom kickoff to a first build in production

100%owned by youworkflow, integrations, credentials

The first build.

How the busywork stops being someone's evening.

A new client means the same forty documents as the last one.

The system requests, chases, and files each one as it lands.

The review prep that took a day assembles itself overnight.

You walk in to a complete file and a compliant trail.

The playbook.

The systems that matter to financial services. Not the full menu, the ones this industry actually runs on.

Document Processing and OCRAutomatically extract, classify, and process data from any document type with AI-powered accuracy.

Automatically extract, classify, and process data from any document type with AI-powered accuracy. Document Processing and OCR

AI-Powered CRM SystemsSmart customer relationship management that predicts needs, automates follow-ups, and maximizes lifetime value.

Smart customer relationship management that predicts needs, automates follow-ups, and maximizes lifetime value. AI-Powered CRM Systems

Workflow AutomationStreamline repetitive business processes with intelligent automation that saves hours every week.

Streamline repetitive business processes with intelligent automation that saves hours every week. Workflow Automation

Predictive AnalyticsUse AI to forecast trends, anticipate customer behavior, and make data-driven decisions with confidence.

Use AI to forecast trends, anticipate customer behavior, and make data-driven decisions with confidence. Predictive Analytics

Fixed price. Fixed date.

01FusionA Fusion Workshop. Your team and ours, one room, the workflow on the whiteboard. You leave with the plan whether or not you hire us.

02DesignWe spec the build: every trigger, every integration, every handoff. It ends with a fixed price and a live date.

03BuildThe first workflow is live in weeks; a full deployment runs three months to a year. 10% to start, 80% across the build, 10% at handover.

04RunIt runs in your accounts under your credentials. Keep us on support, or take the keys.

The walk-away: If automation will not pay for itself in your operation, we say so at the workshop, and you keep the map.

What we need from you: a decision-maker in the workshop, system access by week one, and honest answers about how the work really flows.

The receipts.

Builds for your industry. Every number is measured, not promised.

21d → 4daverage claim processing timeCutting claim processing from 21 days to 4 for an insurerInsurance

Where the industry runs.

The markets where this industry counts the most businesses in our data, each with its own build.

Greenwich, CT86Palo Alto, CA69New York City, NY57Newport Beach, CA56Boston, MA55Chicago, IL51San Francisco, CA41Dublin, OH33Bloomington, MN29Pittsford, NY27Conshohocken, PA27Hunt Valley, MD24

Straight answers.

How do you handle oversight and accuracy?

Every automated workflow has logging, guardrails, and human review points. We automate the repetitive steps, not the judgment.

What does it cost?

Fixed, and set before we build. The workshop scopes it, the design stage prices it, and the number does not move unless the scope does. Terms are 10% to start, 80% across the build, 10% at handover.

How fast can it be live?

The first workflow is live in weeks. A full deployment runs three months to a year, shipped in stages that each prove the time they return before the next one starts.

Do we own what you build?

You own the build. The workflow, the integrations, and the credentials live in your accounts, not ours. Documented, handed over, yours.

Onboarding runs itself, compliance intact. Book a Fusion Workshop. →