Banking or insurance. Pick your sector.
Investment banks and insurance companies have different operating DNA — but financial services is the one sector already using AI meaningfully in risk and compliance.4 Pick your sector below.
Investment Banking
Automate the production work — CIMs, pitch books, comps, IC memos — so bankers focus on relationships and winning mandates.
Learn more →Insurance
Submission intake, underwriting triage, FNOL, claims adjudication, and policy servicing — AI handles extraction and routing so your people focus on decisions.
Learn more →Not an investment bank or insurer? Check our full industries page for PE and professional services.
Incidents are up. Reporting is spotty. Governance is a design problem, not a compliance one.
Documented AI incidents rose to 362 in 2025, up from 233 in 2024 — roughly a 55% year-over-year increase.3 Reporting across frontier AI developers remains spotty, and improving one dimension (say, safety) can degrade another (accuracy).
For regulated firms, retrofitting governance after deployment is how incidents happen. We treat security and governance as design requirements from day one — not features added after the fact.
Still framing AI risk before budget, legal, or security approval? See the AI Risk Readiness Workshop.
Not sure which workflows to automate first? We'll map them.
We'll map the specific workflows where AI creates the most capacity — within the compliance and governance framework your firm requires.
How it works: 30-minute discovery call (no pitch deck) → we map your workflows and compliance requirements → if there is a fit, scoped proposal with timeline and pricing within one week.
Sources
3. Stanford Institute for Human-Centered AI, Artificial Intelligence Index Report 2026, April 2026 — AI Incident Database: 362 documented incidents in 2025, up from 233 in 2024.
4. Stanford Institute for Human-Centered AI, Artificial Intelligence Index Report 2026, April 2026 — financial services reported high AI use in risk and compliance functions, an exception versus low uptake across most other sectors.