Industries · Financial Services
We deploy Microsoft business applications for banks, capital markets and investment firms, and insurers — then put governed AI agents on top, where they show up as faster onboarding, cleaner service and less administrative drag.
Four conversations account for most of the financial services work we take on.
One client, one record
Move sales, service and client onboarding off legacy CRM onto Dynamics 365 — households, legal entities, advisors and intermediaries held in one model rather than four spreadsheets.
The rig
The payoff
Service that holds up
Omnichannel servicing for retail banking, policyholders and investors, with Copilot assist on the desktop and complaint handling that leaves an audit trail behind it.
The rig
The payoff
Regulated work, on rails
Templated, dependency-aware processes for client onboarding, KYC and periodic review, suitability, attestations and document submission — so nothing sits waiting on someone's inbox.
The rig
The payoff
Get AI into the day job
Take the two stalled pilots that matter and ship them into production — pricing, document review, client prep, commentary — with the controls a regulated firm and its supervisors will sign.
The rig
The payoff
What good looks like
The relationship, the onboarding file and the service call stop being three systems and start being one conversation about one client.
Banking, capital markets and insurance work looks different on the surface and shares the same spine underneath — one data model, one set of controls, one place the work happens.
Retail, commercial and community lenders, from money centre to credit union.
Institutional and investment banks, asset managers, private markets and wealth.
Carriers, agencies, brokers and reinsurance — distribution through to service.
Our agent library
Built on Copilot Studio, Power Automate and Dataverse — adapted to your data and your controls rather than started from scratch.
Operations
Chases documents, checks completeness and keeps an onboarding file moving toward the first review.
Growth
Prices services and deals against policy, prior precedent and margin rules, then explains the recommendation.
Governance
Reads agreements, statements and KYC packs, extracts what matters and flags what does not reconcile.
Service
Structures an incoming complaint, classifies it and routes it against the deadline that governs it.
Insight
Assembles the background a banker, advisor or distribution team needs before a client meeting.
Insight
Drafts the first pass of periodic commentary from approved data and prior language, for a human to sign.
Operations
Reconciles ledger to subledger, flags exceptions and proposes the correction with its working shown.
Governance
Summarizes rule changes relevant to your business and turns them into tracked tasks with owners and dates.
Regulated work raises the bar on AI, not the ambition. Five pillars are how we get from pilot to production without a governance argument at the end.
Your people learn on your use cases, not a generic course.
Working capability in weeks, iterated in production.
Security, data boundaries and responsible AI signed off before scale.
Champions, comms and workflow changes so the tools get used.
Reporting that shows what the AI programme returned, by use case.
Financial services firms are not short of controls or systems. They are short of one place where the client, the risk file and the AI all agree with each other.
Tap HaleyVP, Financial Services
Two private Copilot Studio Build-a-Thons put more than 100 people hands-on with agents in a single week.
Strategy, governance, architecture and a delivery model for agent-based AI in a highly regulated environment.
Dynamics 365 as the single relationship platform, extended through multiple delivery pods.
Not a sales call — a working session with the people who would actually do the work.
