Dotika
    In the field

    Real cases. Not promises

    Three stories from the field: the problem, what we built, what it changes day to day. No logos, no inflated figures — the details belong to our clients, we tell the method.

    Financial services · Client onboarding

    Onboarding without the paperwork

    KYC, AML, supporting documents: onboarding is the most regulated moment of the client journey — and the most painful, on both sides of the counter. Documents flying around by email, double entry, files sitting in queues.

    What we built

    An AI pipeline that reads the documents, extracts and verifies the information, prepares the compliance file and only escalates to a human the cases that deserve real judgement.

    What it changes

    Compliance teams spend their time on actual risks, not data entry. The client signs in days, not weeks — and the regulator gets a clean audit trail.

    Client file · in progress
    passport.pdf · read, extracted ✓
    trade register · verified ✓
    sanctions lists · no match ✓
    beneficial owner · discrepancy found
    → escalated to human review
    Roadmap · three horizons
    1 · Foundations0 – 12 months
    2 · Acceleration6 – 18 months
    3 · Transformation18 – 36 months
    0 ──── 12 ──── 24 ──── 36 months
    Financial services · Data & AI strategy

    An AI strategy the board voted, not endured

    An AI ambition can't be decreed in a slide deck: it has to be decided. And until the executive committee has made the calls itself, the strategy belongs to the vendor — not to the company.

    What we built

    A complete journey: one-on-one interviews from the board to the teams, a maturity audit, people trained before deciding, workshops on culture, data, governance and use cases. It all converges into a one-day executive offsite: a North Star voted, use cases prioritised across three horizons — foundations, acceleration, transformation —, governance settled and a 36-month roadmap.

    What it changes

    Every board member leaves as the sponsor of a piece of the strategy, not the spectator of a report. Prioritisation lives in the global project portfolio — not in a theoretical AI portfolio on the side.

    Transport · Churn prediction

    Knowing who's leaving before they leave

    When a client cancels, the signals had been there for months — scattered across history, complaints, usage. Nobody had time to cross-reference them.

    What we built

    A model trained on historical data that surfaces at-risk clients every week, with probable reasons and the recommended action for each.

    What it changes

    Sales teams call before the cancellation, not after. Retention becomes a proactive move, not a complaints desk.

    Churn · this week's signals
    Client A-2417high risk → call this week
    Client B-0931to watch
    Client C-1284stable
    Client D-0457stable
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