Gen AI & Agentic Systems for Financial Services

Operationalize Gen AI in Financial Services

We build production-grade AI solutions: Agentic Systems, LLM integration, and MCPs for Insurance, Banking, Capital Markets, and Wealth Management. Powered by OpenAI, Anthropic, and Databricks.

Start a projectSee a live demo
Claims processing: 4 hours to 8 seconds
KYC onboarding: 2-4 hours to 6 seconds
Research automation: 6 hours to 11 seconds
Production-grade on Databricks Lakehouse

Built for financial services

Domain expertise meets cutting-edge AI (OpenAI, Anthropic, and Databricks) across the sectors that move the industry.

Insurance

Claims triage, underwriting copilot, and fraud detection with agentic AI on Databricks.

Learn more →

Banking

KYC/AML automation, intelligent loan origination, and BCBS 239 regulatory reporting.

Learn more →

Capital Markets

Research automation, trade surveillance, and portfolio risk analytics in real time.

Learn more →
View all services

Proven Results

Real outcomes from production deployments in financial services.

Insurance

AI Claims Triage Agent

Challenge

A top-20 P&C insurer was processing 15,000+ FNOL claims per month manually, taking 4+ hours per claim with inconsistent severity classification.

Solution

Built a multi-agent system on Databricks using Agent Bricks: an intake agent for document parsing, a classification agent for severity scoring, and a settlement agent for auto-resolution of low-complexity claims.

Results

Processing time

4 hours8.3 seconds

Manual review rate

100%40%

Auto-resolved claims

0%60%
See live demo
Banking

KYC/AML Compliance Agent

Challenge

A regional bank's compliance team spent 2-4 hours per customer on KYC checks, with growing backlogs threatening regulatory deadlines.

Solution

Deployed an AI agent pipeline: document extraction via ai_parse_document, identity verification cross-referencing, PEP/sanctions screening via Vector Search, and automated risk scoring with full audit trails.

Results

KYC processing

2-4 hours6.1 seconds

False positives

35%8%

Compliance confidence

Variable97%
See live demo
Capital Markets

Research Automation Agent

Challenge

Equity research analysts spent 60%+ of their time on data gathering and document analysis, leaving little time for investment insight generation.

Solution

Built a research agent that ingests 10-K filings, earnings transcripts, and news feeds, then generates investment briefs with thesis, target price, and risk assessment in seconds.

Results

Research brief generation

4-6 hours11.2 seconds

Data gathering time

60%+ of dayAutomated

Coverage capacity

15 companies50+ companies
See live demo

What Our Clients Say

Results from real engagements in financial services.

“GeekyPy delivered a production-ready claims triage agent in 6 weeks that reduced our average processing time from 4 hours to under 10 seconds. The team's deep understanding of both AI and insurance operations made the difference.”

VP of Innovation

Top-20 P&C Insurer

“We had tried two other consulting firms for our KYC automation project. GeekyPy was the first team that understood both the regulatory requirements and the Databricks architecture needed to make it work in production.”

Chief Data Officer

Regional Bank

“The discovery sprint alone was worth the investment. In 2 weeks, they identified $2M+ in operational savings we hadn't considered and delivered a roadmap our board approved the same month.”

Head of Data & Analytics

Insurance Holding Company

Why GeekyPy

The intersection of financial services expertise and Gen AI technology so you can move fast without breaking trust.

Finance domain + Gen AI

We speak both: regulatory constraints, data lineage, and model governance, plus production LLMs and agentic systems.

Databricks, Claude, OpenAI

We build on the stacks your teams already use or are evaluating. No vendor lock-in, maximum interoperability.

From pilot to production

End-to-end delivery: discovery, architecture, build, and deployment so you can operationalize AI at scale.