Financial services

Speed is worth nothing
if you cannot evidence it

In a regulated firm every output has to be explainable, repeatable and traceable. An agent that is fast but opaque creates more work, not less, so governance is built in from the first workflow.

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See the governance

Where we start

Three agents that survive a compliance review

Client and market research

Automated research and reporting that gives sales and leadership teams real customer insight before the meeting.

Suitability and file review

High accuracy extraction from tax forms, statements and applications, with exceptions routed to a person.

Regulated reporting

Assemble recurring reporting from approved sources, in approved formats, with a full trail.

Each agent does one job well against your approved content, with sources cited and a person in the loop where judgement is needed. We deliver one at a time, starting with the process that costs you the most.

Evidence

What it has been worth so far

The Neologik Context Engine has provided our sales and leadership teams with exceptional customer insight through automated research and reporting.

Nigel Ashfield, Managing Director, TIME Investments

Output from the knowledge agent and the tax form processing is high accuracy. Credit to you and the team for a sterling job.

Chief Technology Officer, global fintech

Governance

What an agent has to answer to

These are configured per agent and evidenced in the audit trail, not promised in a policy document.

Standards and regimes

FCA Handbook

Senior managers and certification regime

UK GDPR and Data Protection Act 2018

ISO/IEC 42001

Controls applied to every agent

Accountable senior manager recorded for the agent

Agent mapped to am important business service, with a fallback

Communications and outputs retained to FCA record keeping periods

Accountable person review recorded on safety related outputs

Marketing content requires approved sign off

Customer facing outputs tested for consumer understanding

No solely automated decision with legal or similar effect

How we deliver

One agent at a time, measured against what it
replaced.

We are strategic partners who stay through adoption, not a tool vendor. The sequence is the same in every sector.

Stage 1

Stage 2

Stage 3

Stage 4

We map one process end to end and price what it costs you today.

Discovery

Proof of value

One agent, one high value process, measured against that baseline.

Production

Adoption

Deployed inside your own tenancy with governance and audit from day one.

We stay through the rollout, because an unused agent saves nothing.

Questions we get asked