Services Economy
The Services Economy includes the institutions and service providers that enable businesses and their clients to move, manage, and protect value including within some of the world’s most regulated and security-conscious companies. It is the backbone of modern commerce, built on human expertise, experience and trust, and now facing a major disruption in how services are delivered as costs rise, growth slows, and clients demand faster and more transparent service.
We design, build, deploy, and scale custom AI Co-Workers across this landscape, partnering with institutions in seven interconnected subsectors:
Banking & Lending
Banking fuels economic growth by providing financial infrastructure for deposits, lending, and payments. This sector has opportunities to modernize decisioning, compliance, and servicing through data-driven operations and connected digital ecosystems.
Insurance
Insurance continues to advance through smarter data use, faster claims resolution, and more adaptive risk models, protecting people, businesses and assets from uncertainty. It provides many operational and functional AI opportunities.
Wealth & Asset Management
Wealth and asset management firms are focused on improving transparency, personalization, and operational efficiency through automation of complex processes and enabling growth of capital for individuals and institutions.
Financial infrastructure and technology
Financial infrastructure and technology spans payment systems, data providers, platforms, and fintech ecosystems. There is a significant opportunity to enhance interoperability and support enterprise-scale AI orchestration, transforming how financial systems and operations integrate, evolve, and adapt.
Professional Services
Professional services includes legal, accounting, tax, consulting, and expert advisory firms, as well as infrastructure, environmental, technical, and design-led consulting firms. They depend on specialist judgment and long-term client trust, but are increasingly constrained by the complexity of underlying data, manual processes, turnaround times, and rising delivery costs.
Business Services
Business services includes administrators, wealth and pension platforms, managed service providers, and outsourced operational infrastructure. Their value lies in transactional consistency and accuracy at scale, but they are under pressure to deliver more for less while meeting higher regulatory and service expectations.
Property & Real Estate Services
Property and real estate services span property design, development, construction, leasing, management, and investment across commercial, residential, industrial, social infrastructure, and hospitality. They manage long and complex asset lifecycles, where better operational visibility, tenant or guest experience, and yield optimization flow straight through to asset value.
Example Use Case 1:
Employee Expense Assistant AI Co-Worker
The Challenge
Expense reporting is required in every organization, but manual reporting causes errors, delays, and productivity loss as employees navigate complex policies and rework submissions.
Our Solution
An Expense Assistant AI Co-Worker, integrated in Microsoft Teams, completes expense entry, receipt uploads, and policy checks on behalf of the employee — generating compliant reports which are then routed through the company’s expense system.
The Impact
There is a 65% time saving across the creation, review, approval, and audit of expenses. The investment in the AI Co-Worker was recovered within seven months. Additionally, there is improved compliance and employee satisfaction through faster reimbursement.
Example Use Case 2:
A Call Center Ticket Triage AI Co-Worker
The Challenge
Call center agents process thousands of tickets monthly, yet nearly 10% arrive incomplete and only 20% are resolved at the first level of triage — driving higher costs and slower turnaround times.
Our Solution
A Level 1 Client Support AI Co-Worker supports clients when submitting tickets by requesting and gathering additional information needed to create clean, actionable tickets and intelligently route them to the right teams for resolution.
The Impact
The projected productivity savings result in a 15x ROI and will enable the redeployment of 50+ FTE from first level triage to other functions. This will improve service quality, reduce operational cost, and accelerate time to resolution across the organization.
Example Use Case 3:
An AI Co-Worker to handle inbound member requests in business services
The Opportunity
Fund administration staff were spending many hours each day gathering, analyzing and processing member information, interacting across multiple legacy systems before they could process routine transactions or respond to member queries.
Our Solution
The AI Co-Worker handles inbound member requests including validating business rules, accessing member records, and integrating with workflow and core systems to synthesize all relevant information for the administration team.
The Impact
There are productivity savings of tens of thousands of hours annually. Additionally, there is consistent adherence to regulatory and operational standards, and a significantly enhanced member experience through faster response times and higher first-time resolution.