PropertyWeb
Advisor marketplace
Dual-sided matching with staged identity capture. Auditable routing, not a black box.
Financial services
AI development for financial services
Financial services AI has to be right and has to be explainable afterwards. A copilot that summarises a statement incorrectly, an extraction model that misreads a figure, or a chat answer that drifts into advice can each become a compliance event. We build so every output can be traced to its source and every decision is logged.
We build document extraction for statements, applications and filings, retrieval over policy and product documentation, advisor and operations copilots with scoped tool access, and eval suites that measure accuracy on your documents before anything reaches a client.
Talk to an engineer →Scope in one week. You own the repo from commit one.
Start a project
Step 1 of 5
Got it. An engineer is reading your brief.
You will hear from us within one business day, usually sooner. If it is urgent, email t@moher.ai.
Problems we solve in financial services
- Analysts rekey figures from PDFs, statements and applications into core systems.
- Advisors and support staff search five systems to answer one client question.
- A model answer cannot be traced back to the document it came from.
- Communications generated by AI are not captured for recordkeeping.
- Nobody can show an examiner how the model was tested before launch.
- Customer data reaches third-party model APIs without a documented data flow.
What we build
Systems we build for financial services
01
Document extraction
Structured extraction from statements, tax forms, applications and filings into typed fields, with per-field confidence and human review for exceptions.
02
Advisor and operations copilot
Retrieval over product, policy and procedure documents with cited answers, scoped to what each role is allowed to see.
03
Agents with approval gates
Agents that prepare account updates, case notes or onboarding steps and stop for a human approval before any write to a system of record.
04
Eval and audit harness
Accuracy, citation and refusal tests on your own documents, versioned with the prompts and models, exportable for model risk review.
05
Core and CRM integration
Connections to CRM, custodial, loan origination and data warehouse systems through their APIs, with every AI action logged against a user.
06
Recordkeeping capture
Prompts, outputs, sources and approvals stored immutably so AI-assisted communications can be retained and supervised alongside the rest.
Shipped in this industry
Running in production
Client names stay under NDA. The shapes do not.
Financial services questions
Something else? Email t@moher.ai and an engineer will answer it.
Are you SOC 2 certified?
We do not hold a SOC 2 report and do not claim one. We build in your cloud accounts under your controls, design to SOC 2 and your vendor requirements, and support your audit with documentation of what we built.
How do you handle FINRA and SEC recordkeeping for AI output?
We design so prompts, outputs, sources and approvals are captured and retained in a store your compliance team controls, and work inside your supervision and archiving program rather than around it.
Will client data be used to train a model?
No. We use model providers under enterprise terms with training disabled, or models hosted in your cloud, and document the data flow for your vendor review.
Can the AI give investment advice?
We build copilots for staff and service assistants that stay inside defined topics. Refusal rules for advice are part of the eval suite and tested on every release.
What does a first engagement look like?
One document type or one internal copilot taken to production with evals and audit logging. Usually eight to twelve weeks, including your security review.
Tell us what you need built
Four quick questions and an email. An engineer reads every brief and replies within one business day with next steps, and a written scope follows within a week.
- Written scope and price within a week
- Production deploy by week three
- Your repo and cloud from the first commit
- Senior engineers only, no account managers
Start a project
Step 1 of 5
Got it. An engineer is reading your brief.
You will hear from us within one business day, usually sooner. If it is urgent, email t@moher.ai.