Financial services, asset managers, insurance, professional services
For asset managers, insurers and financial services firms in Botswana, a system that saves time but can't be audited isn't a solution. It's a new risk.
Financial services firms, asset managers, insurers and professional services firms come to us with the same underlying problem: volume has outgrown the controls built around it.
Every workaround adds another place where something could go wrong without anyone noticing. That is why Control is not the last step of our method for institutional work. It is the requirement everything else has to meet. Every automation and AI agent we build for regulated clients logs what happened, enforces permissions and leaves an audit trail by default.
AI reads and routes every message, timers track response times, and nothing closes without a record.
Reports produced on schedule from source data, cross checked, with an audit log of every run.
Drafts prepared by AI with every value traced to its source, approved by a person before use.
Requests, approvals, sick notes and overrides kept on one record, in line with Botswana rules.
What we build for you
Every email to the shared mailbox becomes a ticket with a reference number, classified by AI into the firm’s own categories and routed to the least busy handler. Clients get an acknowledgement on their own thread, response times are timed per category, and an audit trail records everything. It runs on the client’s own servers in Botswana.
Reads IDs, bank statements and employer letters and fills application, KYC and transaction forms in about 5 minutes instead of 28. Every value is traced to its source, and an adviser checks and saves before anything is used.
Fund data is pulled, cross checked and calculated, then poured into a branded fact sheet and sent as a PDF with an audit log. A job that took six to ten hours of formatting every month now runs on its own.
Paid, unpaid, sick and half day leave with Botswana accrual rules, doctor’s note uploads and director approval. Leave can be captured for staff without system access, and every request, approval and override is on record.
Uploaded claim documents are classified, key fields extracted and missing or wrong documents flagged. Claims are assigned by handler specialty and caseload, and managers can ask questions in plain English.
Quotes from several insurers merged into one comparison, premium statements matched to clients, arrears and renewal notices sent on time, and the Monday report built automatically.
“Not everything needs to be automated. Everything needs to be accountable.”
A diagnostic session is 30 minutes, free, online or in person in Gaborone. You leave with a clear picture of what is slowing the business down, whether or not we work together.
