25+
years in financial services
200+
AI Natives
500+
Transformations delivered
$3T+
Managed on Praxent-built tech
100+
Claude Certified Architects

Scale your team’s knowledge while Cowork automates the [i]legwork[/i].

Scale your team’s knowledge while Cowork automates the [i]legwork[/i].

Scale your team’s knowledge while Cowork automates the [i]legwork[/i].

Scale your team’s knowledge while Cowork automates the [i]legwork[/i].
Scale your team’s knowledge while Cowork automates the [i]legwork[/i].
Fraud and Risk Monitoring

Cowork drafts SAR narratives, investigator write-ups, and alert triage notes from the case evidence, so your investigators move straight to analysis.

Onboarding and KYC/KYB

Cowork turns documents you already collect into due diligence memos and KYB summaries, so your onboarding and legal teams approve new relationships sooner.

Compliance and Reporting

Cowork pulls your source data into first drafts of regulatory and board reports, so your finance and compliance teams approve every number before it goes out.

Underwriting and Credit Analysis

Cowork spreads financials and drafts credit memos and underwriting summaries from the application file, so your underwriters spend their time on the decision.

Finance and Month-End Close

Cowork reconciles statements, flags breaks, and drafts variance commentary, so your finance team closes the books in fewer days.

Customer Disputes and Complaints

Cowork drafts dispute, complaint, and claim responses from account history and your policies, so your service team resolves cases faster with consistent answers.

Legal and Third-Party Risk

Cowork reviews contracts and vendor diligence packages against your policies and flags the gaps, so your legal and vendor risk teams sign off in hours.

Sales and Relationship Management

Cowork turns CRM notes, call transcripts, and account data into meeting briefs, proposals, and RFP responses, so your bankers and sellers spend more time with clients.

When you’re AI native . . .

Everyone on your team becomes a Cowork power-user by default

We’ll get you there

Cowork enablement case study

How an investment firm turned its Claude licenses into a [i]firm-wide habit[/i]

How an investment firm turned its Claude licenses into a [i]firm-wide habit[/i]

How an investment firm turned its Claude licenses into a [i]firm-wide habit[/i]

How an investment firm turned its Claude licenses into a [i]firm-wide habit[/i]
How an investment firm turned its Claude licenses into a [i]firm-wide habit[/i]

Delta-v Capital had Claude licenses and a team that believed in AI, but they wanted Claude to become the way everyone worked, with sensitive deal and investor data kept inside the firm's control. Praxent trained the firm on Claude Cowork, working inside permissioned folders and using each person's own tasks as the starting point. Delta-v's team now turns its best methods into skills anyone can run.

100%
Firm-wide Cowork adoption
$1.6B
Assets managed by Delta-v
63
Investments
City skyline rising above a misty evergreen forest
Where you start

See what Cowork can do for your team [i]in a single day[/i].

See what Cowork can do for your team [i]in a single day[/i].

See what Cowork can do for your team [i]in a single day[/i].

See what Cowork can do for your team [i]in a single day[/i].
See what Cowork can do for your team [i]in a single day[/i].

A Praxent forward-deployed fintech engineer spends the day with your department leaders to find the procedure worth codifying and automating. We then build a working Cowork solution that you keep.

1 day

Cowork Hackathon

Cowork Hackathon

Cowork Hackathon

Cowork Hackathon
Cowork Hackathon

What it produces

A working Cowork skill built on your team’s own procedure.
A ranked list of tasks worth moving to Cowork in 2 to 3 functions.
A readiness checklist covering access, systems, and compliance.
A baseline of minutes per task, rework rate, and cycle time.
Our approach

How you go from Cowork licenses to [i]AI-native operations[/i].

How you go from Cowork licenses to [i]AI-native operations[/i].

How you go from Cowork licenses to [i]AI-native operations[/i].

How you go from Cowork licenses to [i]AI-native operations[/i].
How you go from Cowork licenses to [i]AI-native operations[/i].
6 weeks, base case

[i]01[/i]

[i]01[/i]

[i]01[/i]

[i]01[/i]
[i]01[/i]

Activation: Fundamentals Fluency

Starting from your Cowork Hackathon day, your teams learn to delegate to Cowork while our engineers embed with them to map the work, teach the fundamentals, and pick the highest-value Cowork use cases.

4 to 5 weeks, per cycle

[i]02[/i]

[i]02[/i]

[i]02[/i]

[i]02[/i]
[i]02[/i]

Acceleration: Codify Skills

Your experts' procedures become versioned skills that anyone on the team can run. They’re connected to the systems you already use, with governed checks and an audit trail.

Ongoing

[i]03[/i]

[i]03[/i]

[i]03[/i]

[i]03[/i]
[i]03[/i]

Expansion: Adopt and Measure

Cowork rolls out team by team with adoption dashboards and compliance validation, until your champions run the program. Gains are measured against your baseline so your board sees the return.

Meet the

Meet the

Meet the

Meet the
Meet the
FORWARD DEPLOYED FINTECH ENGINEERS

To deliver hyper-customized workflows, Praxent embeds Forward-Deployed Fintech Engineers (FDEs). These are certified experts who combine

Elite AI Architects

Elite AI Architects

Elite AI Architects

Elite AI Architects
Elite AI Architects

AI-native engineers with hands-on experience around modern AI capabilities, governance, tokenomics, and rapid iteration to deliver results.

BFSI Expertise

BFSI Expertise

BFSI Expertise

BFSI Expertise
BFSI Expertise

Specialists who deeply understand regulated financial operations, fraud, compliance, and core processing systems.

Paul Tidwell
Nolan Egly
Matthew Wooley
Rico Callirgos
René López
Kara Konop
100+
more AI Natives
100+
more AI Natives
Paul Tidwell
Claude Certified Architect

“On a lending platform the model is rarely the hard part. The hard part is deciding which credit decisions a person still owns, and making that line clear to an examiner.”

Nolan Egly
Claude Certified Architect
Microsoft Azure AZ-305 Certified

“Most core banking code holds twenty years of business rules nobody wrote down. I pull those rules out and turn them into something an agent can follow and an auditor can read.”

Matthew Wooley
Claude Certified Architect
Microsoft Azure Certified

“A pilot runs on clean sample data. Production runs on real customer files with missing fields and edge cases, and that’s where I spend my time.”

Rico Callirgos
Claude Certified Architect
AZ-305 Solutions Architect Expert

“Before I design anything, I sit with the people doing the work. In servicing and collections, the real process is usually a few steps longer than the documented one.”

René López
Claude Certified Architect
Microsoft Azure Certified

“Every model output in a regulated workflow needs a trail: what data it used, which version ran, who approved it. I build that in from the first sprint.”

Kara Konop
Claude Certified Architect
Microsoft Azure Certified

“I judge an engagement by what happens after I leave. If your team can extend what we built without calling us, it went well.”

We review and map your [i]procedures[/i] before they become scalable skills.

We review and map your [i]procedures[/i] before they become scalable skills.

We review and map your [i]procedures[/i] before they become scalable skills.

We review and map your [i]procedures[/i] before they become scalable skills.
We review and map your [i]procedures[/i] before they become scalable skills.

Our forward-deployed fintech engineers interview your team about each process, then document and standardize the ones worth scaling into skills, freeing up your experts to focus on new initiatives.

Cowork in Banking →
Cowork in Lending →
Cowork in Payments →
Cowork in Investing →
Cowork in Insurance →
Cowork in Health Benefits and PBM →

PraxentGuard℠ runs 29 security checks that protect your data, code, and credentials.

See How This Works →
OWASP LLM Top 10
SOC 2 alignment
AI Business Transformation

Become an AI-native market leader by transforming your [i]full stack[/i].

Become an AI-native market leader by transforming your [i]full stack[/i].

Become an AI-native market leader by transforming your [i]full stack[/i].

Become an AI-native market leader by transforming your [i]full stack[/i].
Become an AI-native market leader by transforming your [i]full stack[/i].
Every workflow your teams run in Cowork is a supervised trial for the agent it could become.
01
Digital Experience

Customers state what they want and an agent does the work.

02
Cowork

Your teams run codified procedures at AI-native speed.

03
Agents

Governed agents take over your routine financial operations.

04
Data

The AI context your people and your agents both work from.

05
Platform

Advanced AI demands modern architecture and rapid engineering.