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Financial Services 2025 ◐ Sample

A generative-AI workbench for an operations team

Turning a prompt experiment into a governed product

Client
Professional-services firm
Sector
Financial Services
Year
2025
Focus
Generative AI

The challenge

Staff had powerful-but-uncontrolled access to a public LLM. Outputs were inconsistent, nothing was logged, and there was no way to trust the results in client-facing work.

What we did

Designed a product surface with structured inputs, a retrieval layer over internal documents, deterministic output templates, role-based permissions, and full audit logging of every query.

The outcome

Adopted by 100% of the target team within 6 weeks; response quality became consistent and every output is now attributable and auditable.

Services

Generative AIAPI integrationProduct designSecurity

Stack

PythonFastAPIReactVector DBOpenAPI

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