Experts in applied machine learning in financial services
We are experts at working with large language models (LLMs) and computer vision to create scalable solutions for clients in financial services.
We can guide you through building and adopting machine learning to augment tasks in your business and create automation when traditional automation techniques fall short.
The idea is simple, we want to help firms adopt AI so that they can focus on client interaction and more valuable tasks.
Document ingestion, data entry and application scoring for mortgage applications
Below is an example workflow for a medium sized mortgage broker. The workflow takes a range of documents submitted by clients, automatically extracts relevant data and checks this data against data submitted in a fact-find. Finally, the workflow scores the application taking into account the full context of data held in the CRM and a range of pre trained factors.
Potential time saving
Average workflow run time
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Annual cost saving
Automated case compliance checks based on call transcriptions and CRM data
Below is an example workflow which performs automated compliance checks on case data against regulatory requirements and best practice. The system assigns a score to each case and flags potential issues for manual review by compliance.
What our clients say
AdviceFlow is helping us deploy machine learning to streamline our entire mortgage process. The results so far have been incredible.
Trust me, these guys know their stuff.
Book a call to discuss the potential for AI adoption in your firm
Any initial consultation is at our cost.
You can expect a response within 24 hours.