Every manual step is a cost and a risk
We build automation and AI for banking, insurance and finance teams, with the controls, audit trail and data handling your regulators expect. The manual work goes, and the evidence stays.
Good controls shouldn't mean slow work
In financial services, every manual handoff is a place where errors creep in and time disappears. Onboarding checks, claims, reconciliations and reporting all take longer because people have to re-key, chase and double-check.
AI and automation can now do that first pass with a full audit trail. The biggest Australian insurers already run it inside claims, and the regulator has set clear expectations for doing it safely. That is the standard we build to.
- Onboarding and claims checks done by AI, reviewed by your people
- Payments and reconciliations that match themselves
- Reporting with the audit trail built in
Start where manual work carries the most risk
Many teams begin with one process, like onboarding checks or reconciliations. Each service can be delivered on its own, with controls built in from the start.
What good looks like
Safe by design
Controls we build in
- Secure handling of customer data
- Least-privilege access
- Works with your core systems
- Full audit trail
- Human sign-off on key steps
Questions we hear most
What does CG TECH do for financial services firms?
We build automation and AI for banking, insurance and finance teams, with the controls, audit trail and data handling your regulators expect. The manual work goes, and the evidence stays.
Is AI safe to use in a regulated financial business?
Yes, when it is built properly. We design for Australian data and privacy expectations, apply least-privilege access, log every step and keep a person signing off where it counts, so the controls your regulator expects are part of the build.
Can you help us meet APRA and compliance obligations?
We build the controls that support them: information security aligned to expectations like APRA CPS 234, auditable processes, access governance and Australian data residency. Your risk and compliance team stays in control of the framework; we make the technology fit it.
Do you replace our core banking or insurance systems?
No. We add automation and agents around your current systems rather than replacing them, which is faster, cheaper and far less risky than a core replacement.
Where does AI pay back fastest in financial services?
Usually in onboarding and KYC checks, claims handling, reconciliations and regulatory reporting, where manual work is heavy, repetitive and rules-based.
How do you keep AI decisions explainable?
Answers are grounded in your approved data, every step is logged, and decisions that affect a customer keep a person accountable. You can always show what the system did and why.
Will AI output stand up to an audit?
Yes. Every step is logged and reversible, answers are grounded in your approved data, and human sign-off sits on anything material, so the audit trail is complete.
How do you keep customer data private?
Your data stays in your own environment under your access controls, with Australian data residency, and is never used to train public models.
How long does a first project take to deliver?
A focused first project is usually a few weeks, delivered at a fixed scope with a known price, so you see a measurable result before going wider.
Ready when you are
See where automation pays back without adding risk
Bring one process that is slowing your team down. We will map it and show you where AI and automation pay back first.
What to expect
- A consultant replies within 4 business hours
- Session booked to understand your requirements
- We will provide you with a fixed price quote