Dispute triage in the contact centre and back office
Today a dispute sits until an agent has pulled the account history and the policy. Now it arrives sorted, routed, and with that context attached, and the agent decides.
AI built into the workflows that move your P&L - dispute triage, KYC, credit review.
For banking, capital markets, and insurance. Built to your compliance obligations, measured on your KPI.
A dispute waits while someone finds the account history. A KYC file waits on a third read. A credit memo waits for the evidence to be assembled. We rebuild those queues so the deciding starts sooner.
Your people look things up before a dispute, a KYC file, or a credit memo moves.
KYC, credit, and regulatory documents
AI reads and cross-checks the file, then puts the evidence in front of the decision-maker with a link back to each source. The decision gets earlier, not softer.
Trading platform operations
Routine changes to a trading platform used to wait on senior approval. The redesign removes the bottleneck without removing the control: the risk decision stays with the person who owns it.
Financial Services work that is running today.
Why it holds up in financial services.
Your second line gets evidence, not assurances
Golden Datasets built from your own cases are re-run on a schedule. Audit and your second line of defence get a record they can examine, case by case.
Acceptance criteria set with your risk team in Week 1
Your risk and second-line teams write the criteria in the first week of a Transformation Blueprint. What goes live is what they signed.
Whatever the sector, the delivery model is the same.
It runs in your systems, not ours
The code lives in your repository and your cloud, whether that is Azure, Google Cloud, or AWS, behind your own access controls. There is no Architech platform to lock into.
Controls built into the workflow
A person signs off where it matters, access is scoped by role, and every action is traceable. The AI Foundations Blueprint proves how AI reaches your data before any build begins, so your security lead sees the pattern before code is written.
Measured against your KPI, on a clock
Outcome Assurance ties the system to the business metric the workflow was built to move, not to model scores. From the start of a Transformation Blueprint, the first workflow is typically live in 5 to 7 weeks. If the KPI does not move, the workflow is not done.
What financial services leaders ask before starting.
- How does Architech handle data residency for Canadian financial institutions?
- Your data stays in the Canadian region you specify, under your identity model. Residency is settled in the AI Foundations Blueprint, before any code is written.
- Which regulatory regimes have you designed for?
- OSFI, PCMLTFA, PIPEDA, and the equivalent US regimes. Your obligations are mapped in the AI Foundations Blueprint, and the controls that satisfy them are built into the workflow.
- Will model governance slow this down?
- It shapes the work instead of queuing behind it. Your model risk and second-line reviewers take part during the Blueprint weeks, while the design can still change.
Free · About 2 minutes
What is the status quo costing you?
Pick the workflow that matters most and set the sliders to how the work runs. Every figure is built from your own numbers, not our projections.
No savings promises. A structural read on how much of one workflow's annual cost sits in the steps AI typically touches.
Open the cost calculator
Built entirely from your own numbers. The diagnostic later opens pre-filled with what you set here, so nothing is asked twice.
What you get
- A dollar figure for what one workflow costs to run for a year, at your settings
- The cost of waiting, projected over the months until you act
- The share of that cost sitting in the steps AI typically touches: sorting, routing, looking things up, and drafting
- A one-page summary you can download and forward to a CFO or CEO
- A direct hand-off into the diagnostic, pre-filled with what you set
Tell us what's slowing your operation down.
Name the part that costs too much or takes too long. We come back with where AI can move the number and how an AI Jumpstart would scope it.
For Financial Services operations.
Prefer to talk to an engineer first?
Talk to an AI EngineerRedesign the financial services workflow that matters most.
Three weeks, executive-led, paid. The AI Jumpstart ends with the two or three places AI would pay for itself, what each is worth, and a clear go or no-go. If one moves into a Transformation Blueprint, the Acceptance Guarantee applies: criteria agreed in Week 1, no fee if the Blueprint's outcomes are not accepted.
