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Applying AI to Financial Services

From legacy system integration to real-time reporting, we help financial teams capture institutional knowledge, automate workflows, and measure what matters.

Trusted by

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A Glimpse into Our Impact

73%

Reduction in manual reporting time across client deployments

1M

Days saved mission target

across all organisations

6 Weeks

Avg. time to integration with

no lengthy procurement needed

Why ApplyAI

Three problems we solve for financial services teams

Knowledge
Retention

Institutional knowledge lives in emails, calls, and people's heads. We capture, structure, and surface it, so critical insight survives staff changes and scales across teams.

Legacy System Integration

No rip-and-replace. Our AI layer sits on top of your existing systems such as core banking, CRM, compliance tools, connecting data flows without disrupting operations.

Clear, Measurable Metrics

Every system is a semi-bespoke solution. We monitor exactly what's improving such as time saved and errors reduced. You always know the ROI.

The Process

AI Integration in weeks, not months

1.

Discovery Call

Map your data landscape and priority pain points in one session

2.

System Design

We design around your existing operations, minimising risk

3.

Security Review

AI layer with built in GDPR compliance and data protection

4.

Measure & Iterate

Live metric monitoring from day one, continuously improving

Clear Metrics

You'll always know exactly what AI is doing for you

Every deployment includes token, ROI, and metrics monitoring. We focus on high-transparency reporting with clear before/after data that you can share with leadership.

  • Streamline report generation time

  • Increase institutional knowledge without escalation

  • Improve compliance documentation accuracy rate

  • Reduce system data retrieval time

211 Hrs

Reduction in manual work time

80% reduction

40%

Greater output without additional capacity

2x more efficient

99.9%

Auditable AI traceability

↑ Full control

38%

Cost-to-serve reduction

↑ Improved CX

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Legacy Systems

Works with your systems. Not against them

We are designed to integrate with your existing infrastructure. In most cases, our AI layer operates alongside current systems, reading from and writing to them as intelligent middleware that understands context, not just data.

  • No unnecessary replacement cycles

  • Integrates with banking, CRM and other platforms

  • Produces outputs your systems recognise

  • Security aligned data handling throughout

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"ApplyAI has allowed us move beyond static reporting to a dynamic, evidence based view of our portfolio. This ensures our resources are directed where they have the greatest impact."

Mastercard Foundation
Use Cases

Just some of the problems our AI can solve

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AI Governance & Policy Oversight

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New Business Opportunities 

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Saved Administration Costs

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Lead Generation

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Fix Business Knowledge Loss

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Customer Spending Habits

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Fraud Protection

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Marketing and User Engagement

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Global Expenditure Tracking

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Staff Training and Development

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It starts with a conversation

Start a conversation and we'll show you exactly how AI applies to your team's specific workflows.

Company

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The ApplyAI Group

Office

124 City Road, London, England, United Kingdom, EC1V 2NX

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