Financial Services

Industries · Community banks and financial firms

Your customers compare you to the national banks.

We help community banks and the firms that manage money, tax and risk put their data, relationships and AI on Microsoft, from plan to production.

Relationship view · [Customer]

Optional · illustrative

Deposits and loans

From your core

Service cases

Dynamics 365

Documents

Read by AI, checked by staff

Next conversation

Prep drafted by Copilot

Illustrative: one view of the relationship, with your core left in place.

Pressures

Most of that pressure lands on a small team.

Validate in client interviews

Customers expect the digital experience the national banks offer, and your core system wasn't built for it.

Customer data sits in the core, the CRM and spreadsheets, so nobody sees the whole relationship.

Your board and examiners want to know how you'll use AI safely.

Your IT team is small, and every new system is one more thing to run.

Who we serve

Banks first, and the firms that work beside them.

Community and regional banks, credit unions

Relationship and commercial lending pipelines, member and portfolio analytics, and statement extraction for underwriting.

Accounting and tax firms

Practice management CRM, source document intake, and utilization and realization through busy season.

Wealth management and RIAs

A household view across custodians, advisor meeting prep, and onboarding and service workflows.

Insurance agencies and brokers

Producer pipelines and renewals, with extraction from submissions, policies and loss runs.

Retirement plan providers

Payroll data validation, plan health reporting, and service for sponsors and participants.

What we build

Start with the problem that costs you most today.

One view of the relationship

Deposits, loans, accounts and households brought together in Microsoft Fabric, so reports and AI work from trusted data.

Built on

Microsoft Fabric · Power BI

Solutions Partner for Data & AI (Azure)

Relationship banking and client service

Pipelines, onboarding and service cases on a CRM shaped around how bankers and advisors work.

Built on

Dynamics 365 Sales · Customer Service · Power Apps

Document intake with AI

Tax returns, statements, applications and policies read and routed, with people reviewing every exception.

Built on

Microsoft Foundry · Azure AI Document Intelligence

Solutions Partner for Digital & App Innovation (Azure)

Agents for routine service

Agents that prepare meetings, draft follow-ups and answer routine client questions from your own policies.

Built on

Copilot Studio

An AI plan examiners can follow

Governance, data boundaries and a short list of safe first uses, agreed before anything gets built.

Built on

Copilot Studio · Agent 365 governance (advisory)

What we already know

We've built the systems tax professionals use every day.

Optional

We built a tax planning engine and a practice management CRM that accounting professionals rely on through busy season.

So we start with the work behind the data: deadlines, engagements, households and the documents that feed them.

Busy season

Realization

Household view

K-1 intake

Loss runs

Commercial lending

Capability examples

Systems financial professionals use every day

The kind of work this looks like. No client names until a story is approved.

Capability 01

A tax planning engine for a national accounting and tax firm

A SaaS engine that models scenarios, surfaces planning opportunities and produces client-ready reports.

Capability 02

Practice management CRM for a regional CPA firm

Clients, engagements, deadlines and service requests in one place, so partners see work in progress.

Capability 03

[CAPABILITY EXAMPLE · banking]

[What we built for a bank, in one or two sentences. No client name.]

Fallback · no client names

Swap for customer stories as they are approved.

Where to start

Two low-risk ways to start

Optional · names follow offers and accelerators

Speeds up Design

Engagement

Assessment · Data and AI readiness

A review of your systems, data and workflows that ends in a sequenced plan and a business case.

Timeline

3–4 weeks

Verify

Speeds up Build

Engagement

Proof of Value · Document intake

See AI read your own statements or returns, with exceptions routed to people, before you fund the build.

Timeline

6 weeks

Verify

How we engage

Design, Build, Run

One route from plan to production. Each stage tells you what happens next.

Design

We learn how your business runs today, then agree on where to go and how to get there.

Engagements · Assessment

Build

We prove it works on your data, then build it with your team and take it live.

Engagements · Proof of Value · Implementation

Run

We keep it healthy in production, measure what changed, and plan the next climb.

Engagements · Managed Services

We plan go-lives around month-end, exam cycles and busy season.

Questions

What banks and firms ask before they start

· FAQPage structured data

Do we have to replace our core?

No. We connect to your core and other systems and build the relationship view and workflows around them.

How do you keep AI safe enough for examiners?

We start with governance: what data AI can see, who reviews its output and how it's logged. Then we pick first uses your board can explain.

We're an accounting firm, not a bank. Is this for us?

Yes. We've built tax planning and practice management systems for accounting firms, and the same platform serves both.

Let's talk

Tell us what's on this year's list.

Pick a time that works for you. We'll ask a few questions about your goals, then suggest a sensible first step.

Microsoft Solutions Partner · Data & AI (Azure) · Digital & App Innovation (Azure)

· Data & AI · Business Applications · Cloud Migration · Dynamics 365 · AI Capabilities & Automation

AI Business Solutions

Cloud & AI Platforms

Your customers compare you to the national banks.

Most of that pressure lands on a small team.

Banks first, and the firms that work beside them.

Community and regional banks, credit unions

Accounting and tax firms

Wealth management and RIAs

Insurance agencies and brokers

Retirement plan providers

Start with the problem that costs you most today.

One view of the relationship

Relationship banking and client service

Document intake with AI

Agents for routine service

An AI plan examiners can follow

We've built the systems tax professionals use every day.

Systems financial professionals use every day

A tax planning engine for a national accounting and tax firm

Practice management CRM for a regional CPA firm

[CAPABILITY EXAMPLE · banking]

Two low-risk ways to start

Assessment · Data and AI readiness

Proof of Value · Document intake

Design, Build, Run

Design

Build

Run

What banks and firms ask before they start

Tell us what's on this year's list.