
Forward deployed engineers · Financial services
Forward deployed engineers for banks and financial services
Engineers embedded in banks, brokerages and insurers, putting AI and automation into production under real controls.
In short
Financial services is where forward deployed engineering pays off most, because the work is document-heavy, rules-heavy and regulated — exactly the conditions where a pilot built from a brief fails and an engineer sitting with the operations team succeeds. FetchSky has built for banks, insurers and brokerages since 2015, runs a digital banking platform at 15 banks, and has put AI automations into production for trade confirmations, fund reporting and compliance checks.
Why does financial services need engineers inside the business?
Because the rules live in people’s heads and in month-end exceptions, not in the specification. A trade confirmation process looks simple until the engineer learns that a regulator requires each client to be confirmed individually, that the ledger arrives as one PDF, and that three clients have two phone numbers each. An engineer who has spent a week with the operations team builds for the real process. One working from a document builds for the imagined one.
What we built
What have forward deployed engineers built for financial firms?
Trade confirmations
A three-agent pipeline that reads the end-of-day ledger, matches each trade to the client record, and sends a confirmation on WhatsApp within minutes. 98% less manual effort, about 20 person-hours a day, every message logged for compliance.
Fund reporting
A monthly top-holdings report across 34 fund managers, from four days to three minutes.
Research
A daily market newsletter drafted from international indices, commodity prices, forex rates and the day’s top five scored headlines, 80%+ faster.
Compliance and risk
AI signature verification and multi-portfolio risk monitoring, with published time savings of 95% and 80%.
Payments
POS settlement and merchant analytics, 90% time saved.
Onboarding
Kashf for UBL, a three-step digital identity check with NADRA verification and video liveness, reaching 98% accuracy on Smart CNIC, 92% on Urdu CNIC and 97% on face verification.
How do you handle a bank’s controls?
Every system gets only the access its task needs. Everything it reads, decides and does is logged. Data can stay in the bank’s own cloud or country, and it is never used to train models. Anything that affects a customer or moves money goes through a person. Systems are tested against misuse before launch, monitored with alerts after, and can be switched off by the bank’s own operations team at any time. A free consultation and a six-week pilot come before any larger commitment.
What does the engineer need from the bank?
A named sponsor who can make decisions, access to the people who do the work, and access to the data and systems in scope, production or mirrored. Core banking integration slots usually need booking weeks ahead, so that goes on the list in week one. Historical data for testing is rarely available, so the engineer builds the test set deliberately.
Read next
Frequently asked questions
[1]Which banks has FetchSky worked with?
[2]Can the AI run in our own data centre?
[3]Does the engineer need to be on site?
[4]What is the first step?
What would your engineer find in the first week?
Tell us what your team does by hand today. We’ll set up a free consultation and follow up with a detailed proposal.

