How much does custom software for the finance sector cost?

It depends on the processes to be digitized. After an initial free analysis, we present you with a clear estimate of costs and timelines, with no surprises. You can also use our online estimator for an initial indication.

Do you already have experience in the finance sector?

Yes, it's one of the sectors we work in most. We know the processes and language of the people who work in it every day, and on the Clients page you can find projects already delivered.

Can you integrate the software with the systems we already use?

Yes, it's one of our specialties. We integrate CRM, management software, ERP, e-commerce, and external services via API, so data moves automatically between tools.

How does artificial intelligence concretely help my company?

AI qualifies contacts, transcribes and analyzes calls, automates repetitive tasks, and suggests the next action to your team. Not a gimmick, but time given back to people.

Do you continue to support us after go-live?

Always. Every project includes support, maintenance, and continuous development; the software grows with your company and with the needs of your sector.

AI solutions for finance

What we can do
for the Finance sector.

From the first request to the managed portfolio: customers, cases, and system data in a single flow, with artificial intelligence working on company data.

Artificial Intelligence

Corporate AI assistant

An AI assistant that works inside your systems: the team asks for figures, documents, and procedures in natural language and gets immediate answers, calculated on company data and always with cited sources.

Answers on company data, documents, and procedures
Always up-to-date figures, without searching through reports
Cited sources and respected permissions, verifiable answers

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CRM and customer management

Digital onboarding, master data and document collection, interaction history, planning of sales network activities. With reporting on portfolio, conversions, and productivity by consultant and by branch.

Digital onboarding and document collection
Interaction history and network activities
Reports on portfolio, conversions, and productivity

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CRM and customer management

Portafoglio gestito

184 M€ ↗ +8%

Onboarding del mese

146 ↗ +12%

Conversione richieste

38% ↗ +5%

Pratiche in istruttoria

62 ↗ +7

Onboarding in corso

Documenti raccolti

Rossi Costruzioni Srl

Completo

Identificazione · antiriciclaggio

6/6

Studio Bianchi e Associati

In corso

Bilanci · visura camerale

4/6

M. Ferrari · privato

In corso

Reddito · documento di identità

3/5

Verdi Logistica Spa

In attesa

Delibera · firma contratto

2/6

Produttività per consulente

Filiale Bologna

C. Neri32 M€

A. Fabbri26 M€

S. Ricci19 M€

L. Monti14 M€

Attività di oggi

Rinnovo polizza · Rossi Costruzioni

09:30 · C. Neri

Richiamo su richiesta mutuo

11:00 · A. Fabbri

Revisione portafoglio · Studio Bianchi

15:00 · S. Ricci

Portals and digital processes

Restricted areas for customers, partners, and distribution networks: presentation of positions and cases, document submission and signing, request progress. Automation of approval flows and communications.

Restricted areas for customers, partners, and networks
Sending and signing documents, application status
Approval flows and automatic communications

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Portals and digital processes

Rossi Costruzioni Srl

Area riservata · ultimo accesso 2 giorni fa

Mutuo ipotecario

318.400 €

residuo su 420.000 €

Linea di credito

124.000 €

utilizzo 62% su 200.000 €

Investimenti

184.600 €

rendimento 4,2% da inizio anno

Richiesta di finanziamento · 250.000 €

In istruttoria

Documenti

2 da firmare

Contratto di finanziamento

Ricevuto il 12 set

Firma

Informativa precontrattuale

Ricevuta il 12 set

Firma

Estratto conto · agosto

Disponibile

Scarica

Integration and data

Core systems, management software, and third-party services connected through industry standards, including banking flows and payment channels. The result becomes readable: portfolio performance, margins, reconciliations. Including data extraction from contracts and unstructured documents.

Core systems, management software, and third-party services connected
Readable portfolio, margins, and reconciliations
Data extraction from contracts and documents

Integration and data

Core system

API REST · in linea

Gestionale pratiche

API REST · in linea

Flussi bancari

CBI · SEPA · in linea

Canali di pagamento

PSD2 · 2 da verificare

Riconciliazione dei movimenti

Oggi · 4.280 movimenti

Abbinati in automatico 3.938Da verificare 257Sospesi 85

Portafoglio e marginalità

ErogatoMargine

Erogato 184 M€ · margine medio 2,4%

Dati estratti dai contratti

1.860 documenti

Tasso e spread1.842 su 1.860

Scadenze e rate1.798 su 1.860

Garanzie1.612 su 1.860

Clausole di recesso1.284 su 1.860

Artificial intelligence solutions for the Finance sector

One AM brings artificial intelligence into finance sector processes: chatbots that respond and prequalify contacts 24/7, call transcription and analysis, AI-powered content and search, automations that eliminate repetitive tasks. Solutions integrated into management software, CRM, and websites, custom-designed for your company's results.