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
Explore modelling & analysisExplore solution
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
Explore workflows & automationExplore solution
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
Explore data & reportingExplore solutionFrom information to decision, with the tools, training and support your team needs to make it work.
Privacy · Protection · Auditability
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.
How data use is agreedClear boundaries around your data.
Define where information is stored and processed, and who can view, edit, export and approve work. Hosting, retention, support access and recovery arrangements are agreed for your deployment.
Explore the controlsSee 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.
Explore review and auditabilityExport models so your team and advisers can inspect the workings and share the analysis in a familiar format.
Explore model outputsYour expertise · Put into practice
Your team brings the expertise. We build the workflow around it, then test and improve it together.
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.
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.
