Choose the services
Record the services, locations, and data rules the customer permits for each task.
For financial technology companies
Give financial teams a clear record of AI use.
Your customers choose which services may handle their work. TEKIZ.AI records where each request went.
Spend your time on the financial product.
We review private capacity for work that needs it. Your team keeps building the tools financial customers use.
Keep one product connection
Review another model or source of capacity as needs change.
Show what happened
See which service handled a request or why it stopped.
Start with a workflow your team already understands.
Choose a contained task
Start with internal research, policy summaries, or reconciliation preparation. Keep final decisions with the person responsible.
Agree on the services
Record the services and accounts the customer permits for the task.
Decide when to stop
If no permitted service is available, hold the request for its owner.
Review the outcome
Check the route record and work quality before expanding.
Important: TEKIZ.AI does not provide financial advice, audit assurance, or a certification of internal controls. Your organization remains responsible for review, records, and decisions.