AI for Fintech

AI beside your core by Datics AI · Fintech service

AI and automation added as separate services that talk to your regulated core through its APIs.

Your core keeps running onboarding, KYC and deals. We add AI as separate services that reach it through its APIs, delivered to your own team as backend APIs they wire into the screens.

Built in your codebase and tested in your vendors' sandboxes.

AI services around a regulated core system

  • Separate services. AI runs in its own environment and reaches the core only through APIs.
  • Document workflows. Decks, memos and financials read into your existing forms, with sources.
  • APIs for your team. Each agent delivered as a backend API your own developers integrate.
  • Demo, then hand over. Each agent demoed, settled in joint sessions, then into your acceptance testing.

What it does

What the integration service covers.

Python services that reach your .NET, Java or other core only through its APIs, for document processing, onboarding, due diligence and investment workflows, so the regulated application keeps governing the product.

Separate services

AI runs in its own environment and reaches the core only through APIs.

Document workflows

Decks, memos and financials read into your existing forms, with sources.

APIs for your team

Each agent delivered as a backend API your own developers integrate.

Demo, then hand over

Each agent demoed, settled in joint sessions, then into your acceptance testing.

How it works

Agents run as separate services, for example FastAPI on AWS or Azure, beside your core. Integration runs through your own integration branch, and your team owns the screens.

Built on AI services we delivered beside the .NET core of a live, regulated investment platform.

Regulated investment platform

Private markets · Deal drafting

Pitch decks become drafted deals, and issuers approve each field before publishing

Issuers retyped decks and financials into long deal forms. Now AI suggests each field, and the issuer applies, edits or rejects it.

Brownfield AIAgentic workflowsInside a live product
Read case study

Investment administration platform

Fund platforms · Due diligence

Portfolio & Sub-Client Investment Administration

AI-assisted fund onboarding, due diligence and document intelligence inside an investment administration platform.

BrownfieldAgentsDocument intelligence
Read case study

Regulated investment platform

Private markets · Investor matching

Investors get matched deals and document-backed answers, while every decision stays theirs

Investors read long deal files alone and issuers hunted for backers by hand. Now AI recommends, checks and drafts, and people decide.

Brownfield AIAgentic workflowsInside a live product
Read case study

Why it sells

What the integration service makes possible.

Best fit: Any regulated fintech product with its own core system.

Controls

What the integration touches, and who approves.

Built in your staging; nothing changes in your product unless your team merges it.

  • Who uses it

    Your engineering team and compliance owners

  • What it connects to

    Your core system's APIs and the documents users upload

  • What a person approves

    Your engineers merge every change; AI never approves KYC or a deal

See all controls and how we handle financial data and decisions

How to get it

A fixed-scope integration, then it runs.

Scoped in the Product Review and quoted before we start. Add more only if you want it.

  1. First · Scope · fixed quote

    One piece of work, scoped

    • Your staging
    • Pull requests
    • Your team merges
    • Built and tested in your staging
    • Reviewed by your engineers
    • Monitoring before go-live
  2. Then · Live in production

    A finished product, yours to run

    • Fixed quote
    • Tested before launch
    • Switch per firm
    • A finished, working AI beside your core in your product
    • Runs in your cloud, under your name
    • Fixed quote, agreed before we start
  3. Optional · Add more later

    Only if you want it

    Modules it feeds:

    • Each one quoted on its own
    • Nothing ongoing unless you ask

Already built or tried AI? Get it scored with the AI Scorecard. Need something else? Start with a Planning Sprint.

See the integration service on your own product.

Bring your product and the systems your firms run. In 30 minutes we look at what the integration would cover and what it would take.

Calls run in US Central time. No generic AI presentation: we discuss your product, users and production constraints.