IND // Industry · Credit Brokers

AI systems for consumer and commercial credit brokers.

Personal loans, secured loans, bridging, invoice and asset finance — decisioning speed, lender routing and affordability at scale.

Where firms in this vertical hurt

The specific reality of running this business.

Lender panel routing is a black box

Whoever placed the case last time gets it again — not the lender most likely to accept, price and complete.

Affordability and vulnerability checks are manual

Open banking data comes in and gets read by a human. That's the bottleneck.

FCA Consumer Duty exposure is real

Fair value assessments, foreseeable harm — nobody has a live view of the portfolio through that lens.

Financial Intelligence — for this vertical

MiFID II, ASIC, FCA and CySEC reporting automation, communications surveillance and trade reconstruction.

Document AI, sanctions / PEP screening, source-of-funds analysis and adaptive onboarding by jurisdiction and product.

AI monitoring for chargeback fraud, bonus abuse, IB collusion and transaction-monitoring for AML across jurisdictions.

Firm-trained RAG assistants for dealers, compliance, support and operations — grounded in your data.

CFO / COO command centre — deposits, withdrawals, LTV, CAC and cohort P&L in one live view.

MT4 / MT5, cTrader, PrimeXM, Centroid, oneZero, CRM, PSP and ledger unification into a single data platform.

Customer Journey CRM — for this vertical

Visual multi-step flow canvas: triggers, splits, delays, A/B, adviser hand-off — the lifecycle journey engine finance has been missing.

The single most important brokerage flow — registered, verified, funded, first-traded — with drop-off recovery at every step.

30 / 60 / 90-day inactivity re-engagement, drawdown empathy flows, win-back offers and reactivation journeys.

Deposit-attributed marketing, campaign-to-mandate tracking and real-time budget reallocation across channels.

Predictive LTV, churn risk, next-best-action and look-alike modelling driven from your live customer graph.

Email, SMS, WhatsApp, in-app, push and adviser-call task — one orchestration layer across every touchpoint.

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