AI Engineering
The engineering practice of LeapFI. We take a concrete problem inside a bank or credit union — slow, expensive, manual, or stuck in pilot — and ship software your people actually use.
Representative builds, not generic AI labels. Each one has a user, a workflow, a technology footprint and a business reason to exist.
Ingests borrower documents, prior memos, financial statements and policy guidance. Drafts memo sections, flags missing items and assembles a cleaner package for the credit officer.
Hours back per deal, faster underwriting cycles and more consistent credit packages.
Sits on top of the existing queue. Pulls case context from core, CRM and ticketing systems, writes the case summary and routes each item by type and risk.
Faster clear-down, fewer misroutes, and senior staff only see the exceptions that need them.
Drafts customer responses from live account context and approved language, inside the tools agents already use. A human reviews and owns every send.
Shorter handle times, consistent answers, and new hires productive in days instead of months.
Automates the file as it moves: document intake and extraction, completeness checks, conditions tracking and live status across the LOS, imaging and email — no more reassembling the file at every handoff.
Shorter time-to-decision, less rework between teams, more deals through the same staff.
Combines CRM notes, account activity, deposit balances and service history into a pre-call brief: at-risk relationships, idle balances, last conversations and next-best offers.
Better deposit defense and cross-sell prioritization. Bankers spend time with clients, not in tabs.
Captures decisions, approvals and source documents as structured evidence while the work happens, then assembles exam- and audit-ready packages on demand.
No more fire drills before exams. Cleaner narratives for regulators and internal audit.
An advisory layer inside digital banking — cash-flow analysis, product fit and next-step recommendations — with the guardrails and human escalation paths banking requires.
Higher self-serve resolution and a service experience a vendor FAQ bot cannot match.
Turns the institution’s data into a product commercial clients value: cash position summaries, anomaly alerts and recommendations delivered to the customer, not just the RM.
A fee-worthy offering, stickier relationships, and revenue from insight — not only from balances.
One line of business — small-business lending, wealth or specialty finance — re-platformed end to end: intake, decision support and servicing run by AI with human control points.
Growth decoupled from headcount. A cost to serve peers cannot match by adding seats.
We are not selling a single platform. Sometimes the right answer is a vendor product. Sometimes it is custom software. Delivery is chosen on speed, control, and what your team can run after we leave — security and auditability built in, first releases narrow enough to use and honest enough to measure.
Select, configure and wire vendor AI products into your core, CRM, LOS and enterprise stack — including platforms we already trust — with permissions, audit trails and a rollout your teams can operate.
Software designed around your workflow, data boundaries, and controls when nothing off the shelf fits.
Our engineers working inside your environment, shipping alongside your team and leaving the capability behind.
Bring that problem. We will help decide what is worth building — and then build it with you.
Talk Through a Problem