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Financial Services AI That Financial Services Love.

Is your team spending hours manually checking loan applications? Chasing client documents? Updating multiple systems for a single credit check? We understand. After nearly two decades of helping financial services firms improve performance, we’ve learned that successful automation isn’t just about replacing tasks - it’s about giving people tools that they love to complete more tasks, faster and better.

The best decision you can make for your business

Client Onboarding

  • Complete identity verification in minutes, not days
  • Pull credit reports and background checks automatically
  • Verify source of funds first time
  • Give clients one smooth journey from application to approval

Credit Applications

  • Cut loan processing time from weeks to days
  • Automate risk scoring based on your criteria
  • Instant affordability calculations
  • Real-time client updates

Document Management

  • Validate client documents instantly against requirements
  • Automatically flag missing or expired documentation
  • Record every decision with complete details for regulators
  • Generate compliance reports at the touch of a button

Risk Management

  • Continuous monitoring of client portfolios
  • Instant alerts on risk threshold breaches
  • Automated sanctions and PEP screening

The Secret of Success

It’s no secret at all. We build solutions by working directly with your team - from risk analysts and compliance officers to front-line staff. We start by understanding how deals actually flow through your business, not how a consultant’s flowchart says they should. Risk teams get better control, relationship managers spend more time with clients, and operations staff escape the endless reentering of data.

We believe in starting smart and starting small, showing measurable improvements in weeks, not months. No massive system rollouts. No forced adoption. Just steady improvements that build confidence and trust, leading to a more efficient, more profitable way of working.

Getting Started

Let’s start with your biggest pain point - whether that’s slow loan processing, compliance bottlenecks, or client onboarding delays. We’ll show you how to fix it in weeks, not months. No geek speak, no sales pitch, just a simple discussion about your needs and how we can help.

Because artficial intelligence WILL revolutionise Financial Services.

Best do it right.
  1. Train Aid
    Tom took the time in the initial consultation stage to really get to know our business.

    A clear strategy was proposed with specific deadlines for the different stages and ongoing opportunities for us to give our own feedback. We felt really involved in the whole process.
    Tom Casserley,
    Managing Director, Train Aid
  2. VAS Group
    I was introduced to Tom at Initforthe since I had a specific requirement to create a Valuation Panel to help assist my clients and grow my business. I only had a brief vision of what I needed the software to do, but Tom took the time and effort to sit down with me and fully understand how my business worked and how the new piece of software could be developed to assist my clients, both back then and in the future.
    Stephen Todd,
    Co-founder, VAS Group
  3. Widgety
    Working with Tom and the Initforthe team has been rewarding but a massive learning curve. However, I still get a big smile on my face every time I load up or demonstrate a site with one of the early plugins, still working, loading quickly and looking great.
    Damien Gevertz,
    Managing Director, Widgety
  4. HardSoft Computers
    Tom and the team at Initforthe have helped our business update and transform our internal systems. With his methodical approach and the patience of a saint Tomislav has learnt our business processes and helped us implement systems that work for us rather than us working our way around them. He has correctly challenged us when needed which has also helped us get rid of many inefficient or legacy processes. Can't recommend him or the Initforthe team enough!
    Steve Hill,
    Sales Director, HardSoft Computers

We are. Automating your world through digital transformation.

Start the consultancy process today and discover how we can increase your productivity