Finance
The financial sector is evolving rapidly with the power of artificial intelligence. dev-UP helps banks, fintech startups, insurers, and accounting firms harness AI to streamline operations and gain a competitive edge. From automating routine processes to enhancing customer engagement, our solutions are tailored for the strict demands of finance.
Key challenges
Operational workload
Thousands of repetitive, time-consuming tasks (loan processing, reconciliations, reporting) slow teams down and create backlog.
Regulation and compliance
Every workflow must satisfy stringent rules, audit trails, data residency, and security requirements without sacrificing speed.
Data security and integrity
Sensitive customer and transaction data must remain protected end-to-end, with strong controls and governance.
Customer experience expectations
Clients expect instant, personalized, always-on service across web, mobile, and voice channels.
How dev-UP helps
Modern platforms, AI agents, and nearshore teams that move fast without compromising quality.
Secure customer & partner portals
Build onboarding, servicing, and partner portals with strong authentication and role-based access. End-to-end audit trails integrated with KYC/AML tools and core systems. Extend legacy cores without disrupting stability.
AI for operations, risk & compliance teams
AI assistants retrieve policies, client context, and summarize cases. Draft responses with governance and human approval in the loop. Surface exceptions faster to reduce cycle time.
Voice automation for high-volume requests
AI voice agents handle common inquiries and capture structured information. Routes cases to the right queue with transparency and compliance. Improves service levels without adding manual load.
Governed publishing for regulated content
Structured content, versioning, and approvals for product pages and disclosures. Multi-market updates with traceability for every change. Consistent messaging across web and channels with auditability.
Related case studies
Real projects that mirror the challenges in this industry.
Let’s build your next solution
Bring your industry challenges and we’ll pair them with the right mix of AI, engineering, and design to launch fast without sacrificing quality.