Process documents, verify identities, and report to clients without the manual grind.
We bring the Audit, Design, Deploy, Optimize method to finance & insurance - and measure the lift at every step.
The bottlenecks we hear about most
Sound familiar? These are the patterns that quietly cost finance & insurance teams the most.
Claims and applications wait in a queue for manual data entry.
KYC/AML review is slow, inconsistent, and hard to audit.
Client reporting is rebuilt by hand every cycle.
Investor and consumer-finance segments
The same automation, shaped to how each type of lender, platform, or insurer works.
Microlending & Microfinance
Loan intake, borrower checks and repayment schedules for small-ticket lenders
ExploreRetail Investing & Brokerage
Account onboarding, KYC and client statements for investment platforms
ExploreShort-term Credit
Application intake, affordability data and compliant repayment communications
ExploreBNPL & Personal Loans
Checkout-to-servicing automation for instalment and personal-loan providers
ExploreP2P Lending & Crowdfunding
Investor and borrower onboarding, campaign documents and investor reporting
ExploreRobo-Advice & Wealth Management
Client onboarding, reporting and meeting prep for advisers and digital wealth platforms
ExploreInsurtech & Digital Insurance
Quote intake, policy documents and first notice of loss for digital insurers
ExploreThinkX builds and runs automation for financial firms. We do not lend, arrange credit, or give investment advice; lending and investment decisions stay with your licensed team and policies.
Use cases we've built
Specific automations we deploy in this vertical. Most clients start with one and expand.
Claims processing
Extract, validate, and route claims automatically, flagging only the exceptions.
KYC / AML document review
Verify identity documents and surface risk signals with a full audit trail.
Fraud signal detection
Spot anomalous patterns in transactions and applications before they cost you.
Automated client reporting
Generate accurate, branded client reports on schedule from live data.
Turn automation into pipeline
Automation frees capacity. Marketing fills it. Two plays that work in this vertical:
Trust-led lead funnels
Educational, compliance-aware funnels that convert cautious prospects.
Predictive client segmentation
Target the right products to the right clients with AI-scored segments.
Built to run in your environment
The compliance and integration realities specific to finance & insurance:
Regulatory data controls
Retention, access, and audit requirements handled in the workflow itself.
Core-banking & CRM integration
Secure connections to the systems of record you depend on.
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Book a free process audit
A 30-minute discovery call where we map the top three automation opportunities in your business. No cost, no obligation - just the three highest-ROI automations we’d build first.
Book my free audit