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AI Co-Workers for every industry

Explore how AI Co-Workers solve complex enterprise workflows across a range of industries, functions, and organizational contexts.

Built for enterprise complexity

Future Secure AI partners with organizations across a wide range of industries, geographies, and business functions. While every sector has unique challenges, the need to automate complex workflows is universal. Our AI Co-Workers are already delivering value across functions including finance, HR, operations, customer service, and more. Explore examples of the sectors where we're helping organizations transform the way work gets done.

Private equity
banking
insurance
wealth & AM
FinTech
Professional Services
property & real estate
healthcare
retail & consumer
transport & logistics
infrastructure
Social Impact

Private Equity

Private Equity includes portfolios of businesses and investments owned by private equity, sovereign wealth funds, and venture capital. These owners of assets focus on the opportunity to rapidly scale solutions to drive value across their whole portfolio, recognizing the heterogeneous nature of the technology architecture across their companies. AI Co-Workers can significantly enhance the value of portfolio companies over the holding period.

case study #1

HR Recruitment and Onboarding AI-Co-Worker team

The Opportunity

Recruitment and onboarding issues such as position vacancy days, speed to competency, and HR team capacity constraints have a direct impact on EBITDA and operational efficiency.

Our Solution

A team of four HR Recruitment and Onboarding AI Co-Workers connect multiple data sources and approval workflows. They quickly turn resignations into approved requisitions, accelerate sourcing-to-offer, manage onboarding, and provide insights to leaders.

The Impact

75% cycle reduction time with a 12% EBITDA uplift for a single geography business unit, with the ability to replicate globally.
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Banking

Banking provides financial infrastructure for deposits, lending, and payments. This sector has major opportunities to modernize decisioning, compliance, and servicing through data-driven operations and connected digital ecosystems.

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case study #1

Employee Expense Assistant AI Co-Worker

The Challenge

Expense reporting is required in every organization, but manual processes cause 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 employees, generating compliant reports routed through the company’s expense system.

The Impact

65% time saving across expense creation, review, approval, and audit. Investment in the AI Co-Worker recovered within seven months. Improved compliance and employee satisfaction through faster reimbursement.
case study #2

Account Switching
AI Co-Worker

The Challenge

Account switch teams handle high volumes of emails each month to move customers between accounts. Most steps remain manual, with data re-entered across systems and customer messages drafted by hand. This drives long handling times, rework, and inconsistent customer experiences.

Our Solution

An Account Switching AI Co-Worker reads and classifies every switch email, sets up the case and folders, updates core systems, structures payment information for loading, and drafts customer and banker messages for a human to review and send.

The Impact

Account switches are reliably automated and completed in minutes. Improved consistency in customer communication, reducing rework and handling times. Higher switching volumes supported without an increase in headcount.
case study #3

Trade Surveillance
AI Co-Worker

The Challenge

Applying surveillance rules to every compiled alert requires manual evaluation of price movements, customer behavior, follow-on trades, and order conditions before producing auditable conclusions. At scale, this is inconsistent and slow, increasing regulatory risk and downstream rework.

Our Solution

An AI Worker systematically applies the full rule set to each alert, evaluating timestamps, price movements, customer behaviour, relationships, and order conditions. It generates a structured output per alert covering conclusions, drivers, risks, decisions, and audit traceability, written back to the case management system with supervisor-in-the-loop review maintained throughout.

The Impact

Consistent, policy-aligned rule application at scale. Faster alert clearance, a full audit trail, and a five-day SLA achieved without headcount growth.
case study #4

Financial Crime AI Co-Worker

The Challenge

Analysts complete due-diligence reviews manually, working through long checklists and gathering evidence from disconnected systems. Evidence is hard to locate and reviews vary between analysts, driving high workloads and slow turnarounds.

Our Solution

A Financial Crime AI Co-Worker classifies each case and its review scope, gathers and extracts evidence across systems, runs know-your-customer and screening checks, flags evidence gaps, and drafts customer outreach with a confidence score, leaving the exit decision with its supervisor.

The Impact

Automated data gathering leaves the team to focus on applying judgement and customer interaction. Improved review consistency and completeness reduces rework and improved quality control. Audit traceability across every case is strengthened.
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Insurance

The insurance sector 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 for both greater productivity and better decision-making.

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case study #1

A Pre-Approval AI Co-Worker

The Challenge

An insurance company processes 150 pre-approval claim requests each day through a heavily manual workflow. Skilled assessors monitor inboxes and forms, re-enter data, verify policies, calculate outcomes, and draft customer communications, limiting the time spent on high-value judgment.

The Solution

A Pre-Approval AI Co-Worker runs the claim request end-to-end. It monitors inboxes and attachments, extracts and verifies customer and policy data, applies policy coverage, calculates benefits, drafts customer communications, and closes the case with an audit trail.

The Impact

60% reduction in handling time per case. Faster feedback to customers and more time for the skilled assessors to spend reviewing, approving, and making complex claims decisions.
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Wealth & Asset Management

Wealth and asset management firms are focused on improving transparency, personalization, and operational efficiency through the automation of complex processes and by enabling growth of capital for individuals and institutions.

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case study #1

Fund Reconciliations
AI Co-Worker

The Challenge

Reconciling fund data requires manually extracting figures from hundreds of PDFs, Word documents, emails, and spreadsheets each month. The process consumes days of skilled analyst time and is prone to errors that create accuracy and privacy risks.

Our Solution

A Fund Reconciliations AI Co-Worker updates fund records by scanning documents in every format, using machine vision and panels of judges to ensure accuracy. It checks outgoing summaries against source data to identify errors as information moves between teams and generates an audit log  highlighting data requiring human review.

The Impact

An error rate reduced to zero. A process that took three days each month now takes around two hours.
case study #2

Investor Relations
AI Co-Worker

The Challenge

A shareholder services business delivers board-level reporting to around 1,500 global clients on shareholder register movements. Producing deeper analysis for high-value clients requires time-consuming data gathering and delivers inconsistent results with GenAI tools.

Our Solution

An Investor Relations AI Co-Worker produces on-demand board report commentary end-to-end from the organization's proprietary data. It combines multiple data sources, understands each client's specific requirements, and writes contextual, customized commentary in the tone of an experienced IR analyst.

The Impact

Deep, insightful, and customized commentary (superior to competitors) produced for all 1,500 clients with no headcount increase.
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Financial Infrastructure & 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.

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case study #1

A Call Centre Ticket Triage
AI Co-Worker

The Challenge

Call center agents process thousands of tickets monthly, yet nearly 90% arrive incomplete and only 20% are resolved at the first level of triage,  driving higher costs and slower turnaround and resolution times.

Our Solution

‍A Call Centre Ticket Triage AI Co-Worker helps clients to submit complete, actionable tickets by requesting and gathering the required information and intelligently routing them to the right teams for resolution.

The Impact

Projected productivity savings result in a 15x ROI and 50+ FTE redeployed from first level triage to other functions. Improved service quality, reduced operational costs, and accelerated resolution times across the organization.
case study #2

A Customer Onboarding
AI Co-Worker

The Challenge

A global financial services platform onboards 150 to 200 new business customers each week through a heavily manual process. Staff from the large global team copy and paste across multiple systems and portals, re-enter data into downstream systems, and chase documents from most customers.

Our Solution

A Customer Onboarding AI Co-Worker runs the due diligence workflow end-to-end. It gathers and cross-checks entity data from multiple sources, assigns reliability scores, performs risk assessments, and identifies owners and directors. It integrates with proprietary systems and hands off to specialist teams before completing sign-off.

The Impact

Projected 3 to 5x ROI per year. Faster, cleaner onboarding also means new customers start trading sooner and the team is freed from copy-paste work to focus on higher-value risk decisions.
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Professional & Business Services

Professional and Business services include legal, accounting, tax, consulting, and other advisory firms such as infrastructure, environmental, technical, and design-led consulting firms. It also includes administrators, wealth and pension platforms, managed service providers, and outsourced operational infrastructure. They depend on specialist judgement and long-term client trust, as well as transactional consistency and accuracy at scale. They are often constrained by the complexity of underlying data, manual processes, turnaround times, rising delivery costs and higher regulatory and service expectations. AI can play a pivotal role in addressing these issues.

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case study #1

Inbound Member Requests AI Co-Worker

The Challenge

Fund administration staff spend 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

An AI Co-Worker handling inbound member requests validates business rules, accesses member records, and integrates with workflow and core systems to synthesize all relevant information for the administration team.

The Impact

Tens of thousands of hours saved annually. Consistent adherence to regulatory and operational standards, faster response times, and higher first-time resolution for an improved member experience.
case study #2

A Report Writing
AI Co-Worker

The Challenge

Professional service firms often rely on a small pool of specialist report writers to draft domain-specific and technical reports for their clients. This limits the number of client engagements the consulting team can take on. Engaging external contractors adds complexity and reduces project margins.

Our Solution

A Report Writing AI Co-Worker transforms structured and unstructured client information into technical report chapters aligned to the firm’s methods, tone of voice, and regulatory reporting standards ready for consultant review. It seeks consultant input and checks before including content in public-facing reports.

The Impact

Engagement capacity doubled without adding specialist headcount or engaging external contractors. Increased revenue and profit margins while freeing up consultants to focus on higher-value advisory work.
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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.

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case study #1

A Quarterly Asset Valuations AI Co-Worker

The Challenge

Diversified property owners revalue hundreds of portfolio assets each quarter, sourcing valuation packs from multiple systems and coordinating across property, asset, and portfolio managers. The work is highly manual, with tight timelines and strict compliance measures.

Our Solution

A Quarterly Asset Valuations AI Co-Worker orchestrates pack preparation end-to-end. It rolls over prior packs, sources documents from different systems, validates tenancy schedules for accuracy, coordinates approvals, and applies sector-specific rules across different asset types, all with a complete audit trail.

The Impact

Reduced manual effort, with multi-week workload reduced to a few hours. More timely, accurate, and auditable valuations.
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Healthcare

Healthcare is the sector which enables individuals to live life well, both through wellness and treating disease. Healthcare is particularity complex, balancing service, quality, and access in an environment with unique ethical considerations, stringent regulations, and cybersecurity.

Sub-sectors

Healthcare Delivery
Healthcare delivery encompasses a broad sector of services, from hospitals and outpatient care including physicians, to allied health such as pharmacies, medical laboratory, and long-term care. The labor shortage involving a limited specialized workforce with burgeoning demand is a key priority. AI Co-Workers support healthcare workers by freeing-up their time from tedious tasks, so professionals can focus on patient care.
Health Insurers
Insurers are focused on improving outcomes, controlling costs, and ensuring access. Our AI Co-Workers are assisting in areas with high accuracy needs to solve administrative burden, such as revenue cycle management, audit, and compliance. These are often areas with high-turnover and insufficient staffing.
Pharmaceuticals & Medical Technology
Pharmaceutical, biotechnology, medical devices, and other medical technologies play an important role in the advancement of patient care. AI Co-Workers can focus on the complex administrative and regulatory work benefiting sales, supply chain, speed-to-market, and R&D intensity.
case study #1

Virtual IT Support AI Co-Worker

The Challenge

Hospital staff managing incoming IT requests are often overwhelmed, while providing after-hours coverage places additional pressure on hospital operators and on-call IT staff.

Our Solution

A Virtual IT Support AI Co-Worker automates ticket creation, classification, and routing. It distinguishes IT from non-IT inquiries, escalates urgent issues, and directs requests to the right teams.

The Impact

The solution streamlines workflows and results in 30% less manual handling, 60% faster response times, and 25% higher end-user satisfaction.
case study #2

Health Care Revenue Cycle Management AI Co-Worker

The Challenge

A major healthcare provider processes 70 million claims per annum across government and private health insurers. Rejected claims create large backlogs of unpaid but delivered care, requiring staff performing repetitive, error prone work.

Our Solution

A Healthcare Revenue Cycle Management AI Co-Worker reviews handwritten medical documentation, extracts the required information, validates it against other patient data systems, and prepares accurate claims for submission to the payer.

The Impact

50% less manual claims handling. Hundreds of FTE hours freed up each week, allowing finance teams to focus on higher-value work. Each AI Co-Worker delivers several million dollars in one-off benefits, plus ongoing benefits of up-to-date claims.
case study #3

A team of AI Co-Workers managing staff rostering

The Challenge

A healthcare provider has a team of rostering officers who reactively manage the urgent replacement of frontline workers unable to carry out their shift, in order to avoid operational disruptions.

Our Solution

A team of AI Co-Workers manage rostering disruptions end-to-end. A communicator interacts with workers to understand changes to availability; a shift filler finds the best replacements; and a network analyst identifies opportunities to optimize network operations.

The Impact

25-50% reduction in site closures. Significant saving of rostering officer time, and an improved frontline worker experience.
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Retail & Consumer Goods

Retail and consumer goods (including the operation of retail channels) touches everyone’s lives. Retail is a scale game run on narrow margins. Technology has been the key for success in this industry. AI is a critical enabler for both low-cost operations and enriched consumer experiences.

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case study #1

Allocator AI Co-Worker

The Challenge

Retail allocation is manual and judgement-based, with rules often unclear and errors compounding through spreadsheets.

Our Solution

An Allocator AI Co-Worker applies codified allocation rules to buy and sales data, generating ranked store-level recommendations for human review.

The Impact

Higher full-price sell-through, fewer stock transfers, and no more key-person risk on allocation knowledge.
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Transport & Logistics

Transport and logistics involve the movements of goods across supply chains and is a critical part of the global economy. These companies, from airlines to rail to postal services, are subject to economic volatility and must be operated in a lean manner. Investments in technology such as AI can be instrumental to their performance and survival.

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case study #1

Claims & Rehabilitation Document Assistant AI Co-Worker

The Opportunity

Case managers at a national employer spend hours manually drafting claims documents by extracting data from different systems.

Our Solution

A Claims & Rehabilitation Document Assistant AI Co-Worker drafts documents from case records, applies the right template, and flags gaps for human review.

The Impact

Cuts drafting time across thousands of documents a year while reducing compliance risk.
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Infrastructure

The infrastructure sector is the foundation of global productivity, encompassing the assets, networks, and institutions that keep economies functioning. It brings together operators, asset owners, and investment banks that finance and manage large-scale asset-intensive operations where reliability, safety, and efficiency are critical. These organizations need to manage and optimize the value of these assets, improve performance across their networks, and ensure long-term operational resilience.

Sub-sectors

Infrastructure Asset Management
Investment banks and asset managers are increasingly focused on global infrastructure as a distinct asset class. We support these organizations in unlocking value across the full investment and asset management lifecycle, from investment origination through to active portfolio management, the enhancement of enterprise value across underlying assets, and efficiency opportunities such as back-office optimization.
Energy, Telecoms and Real Assets
Spanning telecoms, electricity, renewables, oil and gas, utilities, integrated energy providers, real estate platforms, and many more, we help organizations materially improve capital efficiency, optimize operating expenditure, and unlock new revenue streams across both regulated and unregulated environments.
Industrials
Covering many heavy industries, we help organizations to drive operational efficiency, optimize capital expenditure, enhance back-office performance, and strengthen customer engagement across complex industrial value chains.
case study #1

Finance Month-End Analyst AI Co-Worker

The Opportunity

The month-end process is complex and time-consuming, requiring reconciliations, investigations, and journal postings across multiple systems and teams. Manual processes are time-critical, error-prone, and divert resources from higher-value financial analysis.

Our Solution

A Finance Month-End Analyst AI Co-Worker integrates with the general ledger, source systems, and communication channels to perform reconciliations, variance analysis, and journal preparation. It enables an accurate, fast, efficient financial close.

The Impact

The operational efficiency impact is high. Journal preparation and month-end processes reduced from 23 hours to 30 minutes. Significantly improved control checks and reduced risks free up the finance teams to focus on more strategic activities.
case study #2

Customer Engagement & Utilization Analyst AI Co-Worker

The Opportunity

Overdue bin hires result in missed revenue and under-utilized assets. Limited call center capacity constrains proactive outreach, while manual processes make it difficult to deliver consistent, high-quality customer interactions at scale.

Our Solution

A Customer Engagement & Utilization Analyst AI Co-Worker is voice-enabled (with ultra-low latency and natural conversational tone). It engages customers to arrange pickups, extensions, or changeovers. It includes guardrails to ensure highly secure, accurate, and natural interactions at scale.

The Impact

10x more outbound calls than with manual operations. Recovered previously unbilled bin hire revenue and improved bin utilization through timely extensions and collections.
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Social & Public Impact

Social and public impact includes for-purpose organizations and foundations with many donor recipient organizations and ecosystems, tackling a broad range of social issues such as disability employment and educational inequity. These organizations benefit from deploying AI Co-Workers to undertake repetitive manual work and drive higher productivity, enabling humans to focus on activities which drive better social impact outcomes.

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case study #1

Employment Services AI Co-Worker

The Opportunity

Coaching staff assisting jobseekers spend significant time on manual administrative work, from preparing documents and logging notes to conducting job searches across multiple systems.

Our Solution

An Employment Services AI Co-Worker automates all the routine administrative workflows, generating résumés, matching job opportunities, and drafting case notes in multiple languages.

The Impact

50% reduction in job placement times, accelerating clients into meaningful work. Revenues increase 15-50% of the operating budget.
case study #2

AI Co-Worker in Donor Support teams

The Opportunity

Donor support teams, prior to donor discussions, spend excessive time retrieving and compiling donor information, which limits their ability to personalize conversations and deepen donor relationships.

Our Solution

A Donor Support Team AI Co-Worker accesses and synthesizes donor data from multiple sources, providing near-instant insights into donor history and preferences.

The Impact

Both direct and indirect productivity savings from 3,000 hours of employee time saved annually, providing the capacity to handle ~30,000 additional calls. Plus delivery of a more personalized donor experience.
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