Applied AI for finance and insurance teams

Access to AI is easy. Applying it is not.

We bring finance expertise and AI together to build capable teams, identify the right use cases, and turn the strongest into production-ready solutions.

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Rated 4.8/5 by participants inside a global reinsurer's finance department.

Applied AI

Turn expertise into AI solutions that work

The licenses are in place. The online courses are done. But the work that matters most is often unchanged.

Drafting emails and summarizing meetings is a start. It does not help a team reconcile a balance, explain a movement or test a control.

We built our use-case library around those tasks. It draws on recurring finance and insurance work, including reconciliations, quarterly commentary, controls documentation, accounting-policy research, and operational ticket triage. Each case is built as an end-to-end workflow and considers token costs from the start.

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Applied AI training built around real finance and insurance work

Give your team the practice, resources and direction to put AI to work.

What happens over 30 days

Live training using real finance and insurance cases
An assessment before and after the training to capture progress
A management report showing progress, gaps and next steps

What stays with your team

Six months of access to the use-case library
A manager's playbook for continuing the practice
A 90-day follow-up to see what stuck

Explore the use-case library

Discuss training for your team

Our guarantee: If the training produces no measurable improvement, we deliver additional sessions at no cost.

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AI use-case accelerator

Your team brings the use case they want to solve. We build it together into a tested AI solution your team can use and build on.

Scope the problem and define what success looks like
Build with your experts and our AI engineers
Test accuracy with evals, controls and failure cases from the start
Leave with a working solution and a clear path to production

Discuss this program

In development

Personalized AI learning

Each person works with an AI learning agent that adapts to their role, experience and real use cases. It gives managers a view of capabilities across the team.

Individual learning paths based on role, experience and goals
Guided practice created from the use cases each person brings
Feedback and recommended next steps as they work
A current team capability view based on performance

Not available yet. The training and the accelerator are how teams get in early and shape what we build.

Join the waitlist

Pilot evidence

Participant satisfaction

4.8

/ 5

Across two pilots inside a global reinsurer's finance function.

Confidence using AI at work

+44 points

Before25%

After69%

Participants rating themselves very or extremely confident, before and after the training.

“This training really goes through from the basics and the transitions to advanced and explained the workflows with real hands-on use cases and also very much relevant to Finance daily work.”

“I liked the good balance of concepts presented, examples and small case studies. Presentation was also very engaging from all presenters.”

“I have to say, this is the best AI session I have experienced so far.”

Participant feedback, collected anonymously after the pilot programs.

How progress is measured

A comparable task before and after.

Baseline task

Each participant completes a representative finance or insurance task related to their daily work. This establishes the baseline.

Guided practice

The live sessions build the skills needed for applying AI to their work, using realistic cases and your approved AI tools.

Compare and report

Participants complete a comparable task after the training. We assess the difference and show management the progress, gaps and recommended next steps.

Not prompt-engineering courses. Not generic AI literacy. Not a video library.

Realistic cases, comparable tasks before and after, and a report showing management what changed.

Discuss your AI priorities

Twenty minutes with the people who deliver the programs. Bring your questions on format, fit and price. You leave knowing whether this is worth your team's time.

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