AI-Powered Automationfor Financial Services

    AI and automation for insurance and financial services, built to deliver measurable, compounding returns from day one.

    60% faster claims·70% faster quote TAT·Built for FAIS + POPIA

    Trusted by

    LPR Group
    HMF Capital
    Bomet
    Sela Brokers
    Vitamin Me
    Alternata
    Aged Ventures
    Cnnect
    FnF Capital
    Smart Media
    LPR Group
    HMF Capital
    Bomet
    Sela Brokers
    Vitamin Me
    Alternata
    Aged Ventures
    Cnnect
    FnF Capital
    Smart Media
    LPR Group
    HMF Capital
    Bomet
    Sela Brokers
    Vitamin Me
    Alternata
    Aged Ventures
    Cnnect
    FnF Capital
    Smart Media
    LPR Group
    HMF Capital
    Bomet
    Sela Brokers
    Vitamin Me
    Alternata
    Aged Ventures
    Cnnect
    FnF Capital
    Smart Media
    The Problem

    The bottleneck isn't your team. It's the operations beneath them.

    It's easy to get buried under manual processes, disconnected tools, and compliance overheads. Off-the-shelf software doesn't fit your processes. We integrate what already works and automate what doesn't.

    01

    Manual work draining your margins

    Repetitive data capture, email-driven processes, and teams doing low-value admin. Every error costs time, every delay risks losing a client.

    02

    Workflows spread across disconnected systems

    Operations that live across email, CRM, admin platforms, and spreadsheets. No single source of truth. Work falls through the cracks.

    03

    Compliance slowing everything down

    FAIS, FICA, POPIA, internal audit requirements, all handled manually. Teams move cautiously, weighed down by admin layers.

    04

    Growth that only comes through hiring

    Every new client, every new policy, every increase in volume means more people. No operational leverage. Margins shrink as the business grows.

    The cost
    15-20Manual touchpoints per claim
    3-4×Data re-entry across systems, with compounding errors
    >10%Error rate, raising compliance and CX risk
    What we build

    Solutions designed around your operations

    Each system is built from first principles for your workflows, your tools, and your compliance regime. We pinpoint where we can create the most value, fast.

    FlagshipPolicy Compare

    Policy Compare & Onboarding

    Onboarding and needs-gap analysis, with policy-to-policy comparison and a draft Record of Advice. Every finding anchored to a clause.

    <5 minClause-anchored
    FitABCPremiumbase+30%-7%StructureExcessSums insured
    Best fit, anchored to clause
    Claims Processing

    Straight-through claims

    Intake to reconciliation, automated. Faster decisions, lower cost per claim.

    Compliance & Due Diligence

    Compliance & due diligence

    FAIS-grade Records of Advice, with continuous FICA, sanctions, and adverse-media screening.

    Bespoke Systems

    Anything you can map, we can build

    Custom automation orchestrated across the systems you already run.

    Explore our solutions
    How we work

    Four stages. One outcome: ROI.

    We start with your business, not the technology. Every stage delivers a measurable outcome before the next one begins.

    01

    Diagnose

    We map your operations end to end and pinpoint where automation pays off most.

    02

    Design

    Architecture built to fit inside your compliance framework, not bolt onto it.

    03

    Build

    AI and automation deployed precisely where they create value, not everywhere.

    04

    Operate

    Continuous refinement after launch. The system improves; the partnership continues.

    See how we work
    ROI

    Calculate your ROI

    Tell us about your volume. We'll estimate the hours and cost Weeva frees up across a year.

    Schedules, ROAs, claims, whatever your team handles.

    Your potential savings

    440
    Hours freed per month
    R154 000
    Monthly savings (80% automated)
    R1 848 000
    Annual savings
    +R1 588 000
    Year 1 net
    +R1 668 000
    Year 2+ annual ROI

    Year 1 investment: R260 000 (build + platform). Annual saving: R1 848 000. Year 2+: R1 668 000/year with platform costs only (R180 000).

    While Year 1 focuses on implementation, those freed hours can be redeployed to new business and sales with a substantial revenue opportunity.

    Results

    "Most automation vendors understand technology. Weeva understands financial services. That's a rare combination, and it shows in how fast their solutions actually embed."

    Matthew BernathFounder and CEO, Alternata
    ~0%
    faster claims processing
    <0 days
    onboarding, down from 14
    Read the case studies

    The inefficiencies you've accepted as normal don't have to be.

    or, send us a brief description of what you're trying to solve.