Time lost on low-value tasks
Your teams compile, re-enter and format instead of focusing on their core work.
The most expensive time goes into admin, not into what creates value.
AI at the heart of your financial services.
Customer relations, compliance, reporting: more value for your clients, fewer low-value tasks for your teams.
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The problem
AI seems to be everywhere. The value, nowhere.
The POC graveyard
You launch, prove, then give up for lack of a method to scale.
Dozens of hours invested in pilots that never reach daily work.
An individual ChatGPT, zero compounding
Shadow AI: without a framework or integration, everyone tinkers on their own.
Some save time, but the company sees neither ROI nor a collective advantage.
0%
of enterprise GenAI projects never reach production.
0%
of executives rank AI in their top 3 strategic priorities.
Use cases
AI across your financial processes.
From onboarding to regulatory reporting, every step becomes faster and more compliant.
Automated client support & advice
- Answers to questions on products, taxation and performance
- Escalation to an advisor for complex requests
- 24/7 availability across all your channels
Onboarding and KYC compliance
- Automatic collection and verification of client documents
- AML-CFT checks and inconsistency detection
- Reduced time to onboard
Watch and compliance (AMF, DORA)
- Monitoring of AMF and DORA regulatory developments
- Compliance checks on commercial communications
- Generation of regulatory reporting
Automated performance reporting
- Generation of performance and allocation reports
- Personalised market summaries by investor profile
- Dashboards updated continuously
Content and acquisition at scale
- Production of educational content and newsletters
- Personalised journeys by saver profile
- Messaging adapted by channel and segment
Internal assistant and synthesis
- Automatic synthesis of committees and investment notes
- Unified access to product and legal documentation
- Automation of back-office tasks
How we help
Five ways to move forward, in the order that suits you.
FrameDeploy
A proprietary method, accelerated by our tech.
Our internal tools map in days what traditional firms take weeks to audit.
Broader scope, execution in the field, delivery twice as fast.
Accelerated immersion
Our stack maps your processes and surfaces use cases. Your teams prioritise the highest-ROI levers with us.
Pilot on your data
Fast POCs tested on your real data, your processes and your teams' expertise. We co-build, never in a silo.
Scale without lock-in
Playbooks, internal tools and evaluation systems to grow autonomous. Deployment improves through continuous monitoring.
Where to start?
30 minutes to identify your highest-impact use cases. No commitment.
Book a callTestimonials
All solutions were live in less than six weeks. Quick wins galvanized the whole team. Dust was deployed at scale with structured onboarding (templates, best practices, use cases by function) and seamless integration in our tools. Tandem also supports our portfolio companies in identifying high-ROI levers and industrializing automations.
Éléonore Breton
Operating Partner, Newfund
The AI agent built by Tandem automates 80% of SDR work: lead gen, enrichment, personalized messages, multichannel sequences. In four weeks, we had a measurable and repeatable pipeline, without burdening our processes, with parallel internal team upskilling.
Sébastien Petro
COO, EVS Canada
Tandem helped us industrialize several AI workflows (prospecting, qualification, reporting) without burdening our tools. Gains are measurable from the first weeks and our teams have become much more autonomous. Rare to see an approach that delivers concrete results in just a few sprints.
Clément Renault
CEO, Louve Invest
White paper
Everything AI can do in finance.
A complete guide, reserved for industry professionals. Leave your email and we'll send it over.
✦Use cases by function, concrete and costed
✦The ROI observed at the companies we work with
✦Our deployment method, explained step by step
The questions we get.
What happens to our data?
An NDA before any exchange. Your data is never used to train models: isolated environments, enterprise-grade solutions (ChatGPT Enterprise, Claude, Dust, M365), EU hosting available and compliance with applicable regulations (GDPR, and sector rules such as DORA).
How do you integrate with our tools?
We plug into what exists: Microsoft or Google suite, CRM, ERP, business tools. No rip-and-replace: agents slot into your current processes.
How long before the first results?
We frame the first use cases quickly, then deploy in short iterations. You see concrete results on your own files within the first weeks.
How is ROI measured?
Case by case, before deployment. Every use case on the roadmap is costed: implementation cost, expected net gains, ROI and payback. You decide on numbers.
Who works on the engagement?
A dedicated squad with a mission lead, an AI builder (agent design and integration) and an AI trainer (adoption and team training). The mix adapts to the scope.
What scope do you cover?
Your core functions as well as support functions. We always start with the highest-ROI use case, then expand progressively.