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RAG-Powered Process Automation for a Fintech Platform
Case study

RAG-Powered Process Automation for a Fintech Platform

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A RAG-powered automation layer that enables teams to retrieve accurate information, automate internal workflows, and reduce manual processing across finance and operations.

Industry:

FinTech

Location:

London, UK

Duration:

3 months

Budget:

$15K

Case study

Our Approach

We approached this project as a FinTech-grade AI automation initiative, where accuracy, traceability, and security were as important as AI capability.

Our approach focused on: Designing a Retrieval-Augmented Generation (RAG) architecture to ground AI responses in verified internal data.

Automating repetitive operational workflows using AI-assisted decision support.

Ensuring the solution aligned with UK financial and compliance expectations.

Delivering incremental value through automation, rather than replacing core systems.

Instead of building a standalone AI feature, we embedded RAG directly into existing workflows to act as an intelligent operations layer.

Our Approach Illustration
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Hi, I'm Danylo Melnychuk

CEO at Xedrum

Don't wait — let's talk today.

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