Financial Services & Insurance
Connect policy, claims and finance.
We connect policy, claims, CRM and finance platforms. We help keep records consistent, control access and make changes traceable.
- Policy administration
- Claims
- Core banking
- Dynamics 365
Problems we can help with
| System | Problem |
|---|---|
| Policy and claims | Integrations lack reliable retries, data checks or a clear owner. |
| Authentication | Sessions and credentials lack consistent rotation and revocation. |
| Reporting | Reports depend on manual extracts from personal computers. |
| Duplicate platforms | Systems inherited through acquisitions hold conflicting records. |
What we build and improve
- Integrations across policy, claims, CRM and finance platforms
- Secure sign-in, permissions and credential management
- Plans to consolidate overlapping systems
- Workflows with approvals, escalation and audit logs
Example: connecting an insurer's systems
Illustrative, not a client case studySituation
An insurer's policy, claims and CRM systems disagree on customer data. The integrations were built by different teams over several years.
Intended result
Monitored integrations and a migration plan the internal team can maintain.
Approach
- 01 Map the connections and agree which system owns each field
- 02 Rebuild the highest-risk flows with retries, checks and logs
- 03 Document the architecture and plan the remaining migration
Requirements we plan for
Authentication
Design sign-in and payment flows for the project's PSD2 and SCA requirements where applicable.
Identity checks
Connect verification providers and retain records needed for KYC and AML processes.
Data protection
Document data flows, retention and access or deletion processes.
Audit records
Record approvals and actions, with access limited by role.
Our services
Build
AI development
Add AI features to your software, with tests, monitoring and cost controls.
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System integrations
Connect your business systems and keep their data in sync.
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Platform repairs
Fix broken reports, workflows and configuration in the software you already use.
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