Software for Financial Services and Insurance
Less rekeying and faster paperwork for financial advisers, mortgage brokers and insurance brokers, with client data kept secure.
Software for advisers and brokers
Financial advice and insurance broking come with a heavy paperwork load: fact finds, bank statements, quote letters, statements of suitability and signed declarations. The same client details are often typed into two or three systems that don't talk to each other.
We build systems that sit alongside the software you already use and take out the repetitive parts. Client details are entered once, documents are read for you, and letters and reports are produced from the information you've already gathered, with an adviser checking everything before it goes anywhere.
Financial services software we've built
For a mortgage and insurance broker, we're building a system in stages that works alongside their existing mortgage and insurance software. AI reads the bank statements clients send in, from Irish and UK banks and Revolut, and analyses income and spending. The adviser can upload a recording of a client meeting, and the system picks out the details for the fact find and lists what's still missing. The fact find is produced as a PDF that matches their own form, and quote letters, statements of suitability and signature packs follow in later stages.
Everything the AI finds is shown to the adviser as a suggestion to confirm, not written straight into the client's file. Sensitive sections are encrypted, and the system is held in an EU region.
For a charity, we built a budgeting app for the people it supports. It's deliberately simple and anonymous by design, with no sign up needed. Users can choose to protect their budget with a phone number or email so it can be brought back on a new phone.
For a risk consultancy, we built a fraud risk assessment platform. It's used to assess fraud risk with finance directors, CFOs and risk teams in banks and other organisations. Participants complete structured assessments through a secure link that expires, answers are scored automatically, and the consultant gets a PDF report, with every action recorded in an audit log.
What financial services software can include
Fraud risk assessments
Structured assessments with automatic scoring and a PDF report, for risk teams and consultants.
Fact finds
Gather client details once and produce the fact find in your own layout, ready for audit.
Bank statement analysis
AI reads statements and summarises income and spending, for the adviser to check.
Meeting notes into the file
Pick out the details from a recorded meeting and show what's still missing.
Letters and reports
Quote letters and statements of suitability drafted from the information already gathered.
Security and audit trail
Encrypted sensitive data, role based access, EU hosting and a record of who did what.
Read more about our AI solutions and how we handle security and data protection, or see accounting and payroll.
Frequently asked questions
Do you build software for financial advisers and brokers?
Yes. We're building a system for a mortgage and insurance broker that reads bank statements, maps recorded client meetings into the fact find and produces client documents, working alongside the mortgage and insurance software they already use.
Can you build fraud risk assessment software?
Yes. We built a fraud risk assessment platform for a risk consultancy that works with CFOs and risk teams in banks and other organisations. It has structured assessments, secure time limited links for participants, automatic scoring, PDF reports and a full audit log.
Do you build software for insurance brokers?
Yes. Insurance broking is part of our financial services work. The broker system we're building covers fact finds, quote letters, statements of suitability and signature packs for protection and life cover as well as mortgages.
Can AI read bank statements?
Yes. In the broker system we're building, AI reads statements from Irish and UK banks and Revolut and summarises income and spending. The adviser checks the result, and the original statement is kept with the case.
Does the AI make decisions about clients?
No. Everything the AI finds is shown to the adviser as a suggestion to confirm or correct. Advice, recommendations and anything sent to a client stay with the adviser.
Will it replace our existing CRM or mortgage software?
It doesn't have to. Many brokers want to keep the systems they have, so we build software that sits alongside them and removes the rekeying between them.
How do you keep client financial data secure?
Data is held on Google Cloud in an EU region with nightly off-site backups. Sensitive sections can be encrypted within the application, each user only sees what their role allows, and we sign a GDPR data processing agreement. We also check that any AI provider we use has a data processing agreement in place.
Can you build an app for members of the public to manage money?
Yes. We built a budgeting app for a charity. It's simple to use and anonymous by design, so people can keep track of their money without handing over personal details.
How much does financial services software cost?
A first version usually costs €3,000 to €8,000, a mid-sized system €8,000 to €12,000, and larger builds start at €15,000. Larger systems are often built in stages, with each stage priced before it begins.
Typing the same client details into more than one system?
Tell us which documents and steps take the most time and we'll tell you what could be automated, what should stay with the adviser, and what it would cost.