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AI for Financial Services

AI built into the workflows that move your P&L - dispute triage, KYC, credit review.

Governance-first redesign for banking, capital markets, and insurance.

Architech redesigns the core operational processes that drive cost, risk, and service quality in banking, capital markets, and insurance - dispute triage, KYC and credit review, frontline knowledge. Every one is built for your compliance obligations, your access model, and the KPI it has to move.

It's a powerful thing when teams come together to brainstorm, bring diverse ideas to the forefront, then start talking to clients and customers.
Sanjiv WaghmareSVP & Chief Product Officer, Davis + Henderson (Finastra)

Where redesign lands

The operational workflows Architech redesigns for financial services.

Customer service and dispute triage

AI sorts each incoming case, routes it to the right place, and pulls up the account history and policy details a contact centre or back-office agent needs - so your people spend their time deciding, not looking things up. Every routine action leaves a trail for audit.

Document and decision workflows

AI reads and cross-checks policy documents, KYC files, credit memoranda, and regulatory filings, then pulls the evidence together for the decision-maker. Cycle time compressed without softening the decision.

Trading and market operations

AI works the exceptions, reconciliations, and day-to-day monitoring across your trading platforms, with a person in control at every point where it matters.

Knowledge retrieval for frontline staff

Frontline staff get answers pulled straight from your own product, policy, and procedure systems - surfaced at the point of decision, with a link back to the source.

Why Architech

What operators in financial services get from working with us.

Governance-first architecture

Before we build anything, we prove exactly how the AI will reach your data and confirm it is secure - working against your real systems, not a sandbox. Your security team can stand behind it from day one.

Regulatory-ready evaluation

Outcome Assurance ties AI system performance to the business KPI. Golden Datasets and ongoing checks against real examples give audit and your second line of defence the evidence they need.

How we deploy

The same delivery model, whatever the sector.

It runs in your systems, not ours

The code lives in your own repository and your own cloud - Azure, Google Cloud, or AWS - behind your own access controls. There is no proprietary 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 - built into the workflow itself, not layered on afterward. The AI Foundations Blueprint documents how AI reaches your data before any build begins.

Measured against your KPI

Outcome Assurance ties system performance to the business metric the workflow was built to move, not to model scores. If the KPI does not move, the workflow is not done.

Frequently asked

What financial services leaders ask before starting.

How does Architech handle data residency for Canadian financial institutions?
Every engagement is scoped against your existing residency posture. Workflows run in your Azure or Google Cloud tenancy under your identity model. The AI Foundations Blueprint documents the access pattern before workflow build begins, so residency questions are resolved before code is written.
What regulatory frameworks does Architech design for?
Architech's clients operate under OSFI, PCMLTFA, PIPEDA, and equivalent US regimes. Governance is engineered into the workflow itself - a person signs off where it matters, every action is traceable, and access is limited by role - rather than layered on afterward. Specific regulatory obligations are addressed as part of the AI Foundations Blueprint.
Can Architech work with our existing risk and model governance teams?
Yes. Model governance and second-line-of-defence sign-off are integrated into the Work Redesign System. Acceptance criteria are set with your risk team in the first week of engagement, so what actually goes live is exactly what your risk team signed off on.
Cost of doing nothingFree · About 2 minutes

What is the status quo costing you?

Pick the workflow that matters most and set the sliders to how the work actually 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
Request an AI Jumpstart

Tell us what's slowing your operation down.

Tell us the part of your operation that costs too much or takes too long, and we'll come back with where AI can move the number - and how a Jumpstart would scope it.

For Financial Services operations.

Who to reply to

Context

David Suydam, Founder and Chief Executive OfficerRohit Roy, Head of Technology

We reply within one business day. Your first call is with a senior principal, not a sales rep.

Prefer to talk to an engineer first?

Talk to an AI Engineer

Next step

Redesign the financial services workflow that matters most.

The AI Jumpstart is the disciplined entry point: three weeks, executive-led, paid. You come out knowing the two or three places in your operation where AI would pay for itself, what each is worth, and which one to start with - with a clear go or no-go. When one moves into a Transformation Blueprint, it carries the Acceptance Guarantee: criteria agreed in Week 1, no fee if Blueprint outcomes are not accepted.