Financial services and payments
San Francisco is still a headquarters town for money. Wells Fargo's corporate headquarters sits on Montgomery Street, and Visa moved its global headquarters to Mission Rock next to the ballpark. Around them is a deep bench of banks, asset managers and fintech scale-ups that carry heavy regulatory, fraud and servicing workloads.
How I help
I build agentic workflows for the back-office work that eats analyst hours: dispute and chargeback triage, KYC and onboarding document review, policy and procedure Q&A for operations staff, and first drafts of regulatory responses with citations back to source. Each one is scoped to a number such as average handling time, cases closed per analyst, or first-pass accuracy, with audit logs and human sign-off built in from the start.
Enterprise AI for Financial Services