Financial Services
No finserv platform shipped yet — but the patterns map to the multi-LLM enterprise AI platform we built: DLP, audit logging, role-based access, multi-model routing.
Custom software, fixed price, NDA-first.
3-page PDF in 24h · NDA provided · No sales call required
Honest about the gap. The closest pattern, in detail.
We have not shipped a finserv platform yet. The closest reference we have is a multi-LLM enterprise AI platform with DLP, audit logging, and multi-model routing — the same primitives a compliance dashboard, client portal, or internal reporting tool would lean on. We will tell you so on the spec call rather than dress it up.
Enterprise AI platform (analogue)
Closest production reference: a multi-LLM platform for an enterprise client with DLP, audit logging, and multi-model routing. Same primitives a finserv platform needs.
- DLP: outbound content scanning before sensitive data leaves
- Audit log table on every action and AI call
- Role-based access with admin, user, auditor roles
- Multi-model routing across providers
- Same scaffolding extends to compliance dashboards + client portals
Build for finserv — what we would scope
Patterns we would lift directly: secure client portal, compliance dashboard, internal reporting platform, document workflow with audit trails.
- Secure client portal with role-based access
- Compliance dashboard with audit-trail-by-default
- Internal reporting platform with scheduled exports
- Document workflow with version history + access controls
Boring tools, sharp choices.
Same stack across every engagement unless you ask otherwise. We swap in your tools where they make sense.
SOC 2 / PCI is your responsibility. The application primitives are ours.
Encrypted at rest, role-based access, DLP scaffolding, audit log table from day one. Stripe handles card data — we never store PANs. SOC 2 / PCI / SEC / FINRA certification and the policy layer are the institution's responsibility — we ship the application with the right primitives and document what we built so your auditor can read it.
Three tiers. Fixed price.
Quote in 48 hours after the spec call. No hourly billing surprises on Build / Scale.
Client portal with secure messaging, internal reporting dashboard, basic compliance log tool, or document store with role-based access.
Start a Build engagementCompliance monitoring platform, multi-role client portal with documents + messaging, financial data platform with analytics, or workflow automation tool.
Start a Scale engagementArchitecture review, security/compliance scaffolding audit, build-vs-buy memo, or integration strategy for legacy financial systems.
Start a Consult engagementSend the spec. Get the quote.
3-page architecture audit free in 24h. Or book a 15-minute intro and walk through the work in real time.
Top 3% Upwork · 100% Job Success · 100% satisfaction guarantee · NDA-first