Bespoke financial technology for investment, credit and advisory teams, built around your models, workflows and the way your business operates.Financial technology built around your models, your team and the way you work.
Meet Core
Your logic. Your conventions.
Defined access. Traceable work.
ONE ENGINE · YOUR BUSINESS
Connected steps. Clear ownership.
Specialist agents. Human judgement.
From source records to models and reporting.
Team training, ongoing support and the next priority.
Connections shaped around your systems, permissions and ways of working.
BESPOKE FINANCIAL TECHNOLOGY
Build your financial expertise into tools that help your team evaluate opportunities, test assumptions and make informed decisions.
Test assumptions, compare scenarios and make informed decisions.
Models · Scenarios · Decisions
Connect new inputs to model updates, team review and reporting. Make recurring financial work repeatable, with clear responsibilities at each step.
Connect inputs, model updates and reviews in a repeatable process.
Updates · Review · Reporting
Bring your information together and turn it into outputs your team can use, trace and share.
Turn connected information into reports your team can trace and share.
Information · Insight · Reporting
From information to decision, with the tools, training and support your team needs to make it work.
Privacy · Protection · Auditability
We provide a bespoke modernisation service. Your company owns the solution we build, deployed on your own servers rather than a shared hosted platform. Your data stays within your environment; any external AI processing requires your approval.
Your models, documents and conversations have a defined purpose and scope. We agree which AI services may process them and what data they may use. Client-specific training requires separate approval.
Your information stays in your infrastructure. Define who can view, edit, export and approve work. Retention, support access and recovery arrangements are agreed with your technology and security teams.
Trace results to assumptions and model versions. Review source references, recorded changes and approval history. Excel exports put the model workings into a familiar format for review.
You approve how your information is used.
Your models, documents and conversations have a defined purpose and scope. We agree which AI services may process them and what data they may use. Client-specific training requires separate approval.
Clear boundaries around your data.
Your information stays in your infrastructure. Define who can view, edit, export and approve work. Retention, support access and recovery arrangements are agreed with your technology and security teams.
See the evidence behind the result.
Trace results to assumptions and model versions. Review source references, recorded changes and approval history. Excel exports put the model workings into a familiar format for review.
CORE · AGENTIC TEAM
Specialist agents analyse, model and review together. You direct the work.
On your AI infrastructure, or a private open-source stack we deploy for you.
Data protectionYour expertise · Put into practice
Bring your business priorities, the teams involved and the decisions you need to support.
Workflows + business context
Priorities + delivery plan
KlaissonWe map the complete process, understand team responsibilities and identify where better tools, connections or skills would make a difference.
TogetherAgree priorities, scope and what success looks like.
Your team defines responsibilities, ways of working, access and approvals across the workflow.
Workflow requirements
Connected workflow + training
KlaissonWe connect your systems and build the agreed workflow, with practical guidance and training for the people who will use it.
TogetherReview the complete workflow with your team.
Practise real scenarios, review the outputs and confirm your team can use the solution and handle exceptions.
Scenarios + feedback
Validated workflow + prepared team
KlaissonWe check results, handovers and approvals, resolve issues and confirm both the workflow and your team are ready.
TogetherAgree the workflow is ready for everyday use.
Share feedback as your teams, projects and business needs evolve.
Feedback + priorities
Updates + ongoing support
KlaissonWe maintain the solution, support adoption and develop the tools and skills your team needs as the business evolves.
TogetherReview what is working and agree what to improve next.
05 / Frequently asked questions
What changes, how value is measured and where control stays with your team.
When financial workflows are taking capacity away from the decisions that matter. That might mean repeated manual reporting, disconnected asset information or investment analysis that is difficult to update and challenge. We identify where financial expertise and Core can make a practical difference, starting with a clearly defined business priority.
We start with your existing workflows and build around your models, systems and approval requirements. Together, we decide what to connect, what to improve and what should stay as it is. Changes are introduced in stages, with practical training and guidance for each role. Your team tests the workflow on its own work before it becomes part of everyday practice.
The Agentic Team helps prepare analysis, investigate questions and review the work in the context of your financial workflows. Your team remains responsible for decisions and approves material changes. Financial outputs are checked against agreed reference cases, giving reviewers a basis to assess the answer and its supporting evidence.
The bespoke solution runs on your own servers, with your data held in your infrastructure. The AI environment is designed around your confidentiality requirements, including private open-source AI where appropriate. Any external AI processing requires your approval. We agree access, retention and training rules with your technology and security teams, then validate those boundaries before rollout.
Agree the measures before the work begins: time spent on a reporting cycle, turnaround on an investment case, rework or capacity released for analysis. Start with a focused workflow, compare the results with the starting point and use that evidence to decide whether to expand across more assets or teams.
Pricing depends on the scope of the modernisation work, the integrations required and the support your team needs. The commercial proposal sets out deliverables and costs for bespoke development, deployment on your servers and any approved third-party AI usage. Scope changes and ongoing support are agreed explicitly so you can assess the full commitment.
Your company owns the bespoke solution we build and runs it on its own servers. We agree training, handover and ongoing support at the outset, so your team knows what it operates and where Klaisson provides support. Ownership and any component usage rights are documented in the engagement terms.
