Integration + AI For Financial Services | Deploy in Week, Fixed Price

Financial services businesses - brokers, advisors, lenders + insurers - depend on more software than ever, but those systems still do not connect or share data.

Staff are copying data between their CRM and origination platform.
Compliance teams are manually pulling reports from three different tools.
Insurers are managing policy data across systems that don't connect.
Client onboarding involves emails, spreadsheets + chased signatures.

The operational overhead is real, it grows with you + it quietly erodes margin. Meanwhile, AI is being positioned as the answer - but without the right data foundations and system connections, there is nothing useful for it to work with.

Connected systems

Your CRM, broker tools, accounting software and document systems working together without manual re-entry. Data flows where it needs to go - automatically, in real-time.

Automated operations

Client onboarding, compliance workflows and reporting running without your team driving them by hand. Triggers, approvals and notifications handled automatically.

AI-ready foundation

Structured data, clean integrations and an MCP layer so AI agents have something useful to work with. Your existing systems become the input to agents that quote, onboard, audit and forecast.

Built for your business

A platform configured to your compliance rules, your products, your broker workflows and the way your team actually operates. The 30% that makes it yours is what creates the competitive advantage.

WHAT WE BUILD

Custom to you

Operational software, workflow automation and AI solutions configured to your systems, your compliance rules and the way your team works. Not a generic product - a platform built around your broker workflows, your underwriting logic and your client data.

WHO WE WORK WITH

Financial Services

Brokers, advisors, lenders, insurers + financial services operators ready to move beyond disconnected systems and manual processes. Mid-market and enterprise businesses where the operational overhead is real and AI is a board-level conversation.

HOW IT WORKS

Scoped + fixed

We scope clearly before anything starts. You know what you are getting and what it costs before we build a line of code. Fixed scope, fixed price, fixed timeline - with an Australia-based team that stays engaged long after go-live. No consultants. No bloated contracts.

The Rayven Platform that your solution is built on is unified technology with preconfigured integration, data, execution (workflow automation), presentation (UI) + security layers.

Because all the architecture is complete, 70% of the work is done before we write a single line of custom logic for your solution, meaning we can deliver your production-grade, highly-customised operational software with AI capabilities in weeks, not months - all without consultants, bloated enterprise contracts + without rebuilding your existing stack. The 30% we configure is what makes it yours: your systems, rules, data, workflows + logic - customized for your systems and teams.

YOUR SYSTEMS

CRM HubSpot, Salesforce

Broker platform ApplyOnline, Flex

Accounting Xero, MYOB

Policy system Underwriting, claims

Document mgmt SharePoint, DocuSign

Compliance tools Reporting, audits

→

RAYVEN PLATFORM

Integration Data Execution Presentation / UI Security, Governance + Hosting

MCP serverStructured AI access layer

→

AI AGENTS

Quoting agent Rates, proposals

Onboarding agent Docs, KYC

Compliance agent Audit, reporting

Claims agent Policy checks

Analytics agent Pipeline, risk

Rayven connects your existing systems, structures your data + gives AI agents controlled access via MCP - no rip-and-replace.

Fully extendable.

Start with the capability that will make the biggest immediate difference - a connected workflow, a custom portal, an AI agent. Then add more as your business grows.

What we build becomes your operational foundation, not a pilot. A production platform that evolves with you.

Book a scoping call →

Start with one use case

One workflow. One integration. One AI agent. Defined outcome, fixed price, 2-12 weeks.

Add capabilities over time

The platform is already built. Adding a new connected system or AI agent is configuration, not construction.

Stays yours after go-live

Our Australia-based team stays engaged. Not a project vendor that hands off and disappears.

Why Rayven costs less than enterprise solutions.

Businesses of all shapes and sizes need powerful systems, but not the cost and chaos that come with traditional enterprise software.

Rayven delivers the same outcomes as multiple, expensive enterprise technologies, but with a radically lighter footprint + much, much faster.

Speak to us today to find out more.

Everything you need in one platform.

Integration, storage, data processing, automation, AI + apps: one platform.

We own, build + run our own technology.

No resellers or third-party mark-ups; new capabilities are aligned to you.

Delivered for you by our specialists.

We design, build, deploy + support - no need for developers or consultants.

Start small then scale, infinitely.

Start small, expand across sites + teams without engineering or lock-in.

What does Rayven actually build for financial services businesses?

Operational software and AI configured specifically to your business. That means connecting your existing systems (CRM, origination platform, accounting, compliance tools), automating the workflows that run between them, and giving AI agents controlled access to the clean data that results. See the AI solutions and integration platform pages for more detail on the underlying capabilities.

What does '70% pre-built' mean in practice?

The Rayven Platform already includes everything that is the same across all solutions - the integration layer, data infrastructure, workflow engine, custom UI builder, user management and security. We do not build that from scratch for each client. The 30% we configure is specific to your business: your compliance rules, your broker workflows, your client data structure, your underwriting logic. That is what makes it yours and what creates the competitive advantage.

Do we need to replace our existing systems?

No. Rayven sits above your existing CRM, origination platform, accounting software and document tools. We connect them using 600+ pre-built integrations and automate the work between them. Your existing systems stay in place - Rayven adds the operational layer that connects and automates them, and gives AI agents the structured data access they need.

What are the AI agents and what do they do?

Rayven can deploy quoting agents (rates, proposals, comparisons), onboarding agents (document collection, verification, KYC), compliance agents (audit trails, reporting, alerts), claims agents (policy checks, triage) and analytics agents (pipeline, risk, forecasting). All agents access your connected, real-time data via an MCP server layer - they operate on your actual systems, not on demo data. Learn more about Rayven’s AI capabilities.

How long does it take and what does it cost?

2-12 weeks to a working solution, depending on the scope. All projects are fixed scope, fixed price, fixed timeline - you know exactly what you are getting and what it costs before we build a line of code. There are no consultants, no bloated enterprise contracts and no ongoing maintenance surprises. Contact us to discuss your specific use case and get a scoping outline.

Where do you start?

We start with the capability that will make the biggest immediate difference. That might be a connected workflow, a custom client portal, an automated compliance report or a quoting AI agent. The first engagement is scoped tightly - one defined outcome, one fixed price. What we build becomes the foundation for everything that follows. Book a scoping call to discuss where to start.

What happens after go-live?

Rayven’s Australia-based team stays engaged after go-live. Ongoing support, platform updates and new capability development all stay with Rayven. Most engagements expand over time - the platform is designed to grow with your business, not to be replaced as it does. We are not a project vendor that builds and disappears.

'Easy IoT solutions.'
"A practical solution
for connecting our
machinery and data."

Etiko, CEO, Machinery
'Fast, reliable, and
developer-friendly.'

Chloe, IT
'Allows us to deliver
a remarkable number
of different energy
and IoT solutions.'

Gavin, CEO
"A more user-friendly
alternative, eliminating
the heavy setups."
"A versatile low-code
platform that
really delivers."

Marof, Outsourcing
'The best balance
of no-code simplicity
and dev flexibility.'

Alexander, Developer

'Easy IoT solutions.'
"A practical solution
for connecting our
machinery and data."

Etiko, CEO, Machinery
'Fast, reliable, and
developer-friendly.'

Chloe, IT
'Allows us to deliver
a remarkable number
of different energy
and IoT solutions.'

Gavin, CEO
"A more user-friendly
alternative, eliminating
the heavy setups."
"A versatile low-code
platform that
really delivers."

Marof, Outsourcing
'The best balance
of no-code simplicity
and dev flexibility.'

Alexander, Developer

'Switch to code when
needed is incredibly
useful.'
"A true all-in-one
platform for
IT Teams."

Margarita,
IT Consultant
'Rayven helps us
move from idea
to execution fast.'

James, Mechanist
'We see Rayven as
a key part of our
digital transformation.'

Rob, CEO
'Incredible for
monitoring our critical
medical storage.'

Tami, Pharmaceuticals
"Fast automation, great
for fraud and
risk management."

Frank, Risk Manager,
Insurance
'A powerful all-in-one
platform for building apps
and automations.'

'Switch to code when
needed is incredibly
useful.'
"A true all-in-one
platform for
IT Teams."

Margarita,
IT Consultant
'Rayven helps us
move from idea
to execution fast.'

James, Mechanist
'We see Rayven as
a key part of our
digital transformation.'

Rob, CEO
'Incredible for
monitoring our critical
medical storage.'

Tami, Pharmaceuticals
"Fast automation, great
for fraud and
risk management."

Frank, Risk Manager,
Insurance
'A powerful all-in-one
platform for building apps
and automations.'

'Powerful adaptive
analytics &
predictive maintenance.'
"Rayven services
the divide between
product and IT!"

Jeffrey, Product Supervisor,
Wholesale
'Scalable low-code
platform that saves
dev teams time.'

Prafull, Developer
'The platform's flexibility
means we can address
a broad range of use cases.'

Digital Manger
'Powerful loT + AI platform
that simplifies complex
data management.'

Adam, Risk Manager, IT
"Scales with you -
MVP vs. Production."
'Rayven helped us
streamline operations
across stores.'

Erin, Senior Manager

'Powerful adaptive
analytics &
predictive maintenance.'
"Rayven services
the divide between
product and IT!"

Jeffrey, Product Supervisor,
Wholesale
'Scalable low-code
platform that saves
dev teams time.'

Prafull, Developer
'The platform's flexibility
means we can address
a broad range of use cases.'

Digital Manger
'Powerful loT + AI platform
that simplifies complex
data management.'

Adam, Risk Manager, IT
"Scales with you -
MVP vs. Production."
'Rayven helped us
streamline operations
across stores.'

Erin, Senior Manager

Partners

Sectors

Job Roles

Overview

Set Engagements

Library

Our Company

Operational Software + AI

for Financial Services.

70%

2-12wk

600+

5/5

Financial services businesses run on more software than ever - but they don't talk + cause more work.

Four capabilities.

configured to your business.

Connected systems

Automated operations

AI-ready foundation

Built for your business

Custom to you. Scoped. Fixed.

Custom to you

Financial Services

Scoped + fixed

Rayven eliminates integration problems, automates work + gives a cross-system AI foundation.

Fully extendable.

Why Rayven costs less than enterprise solutions.

Everything you need in one platform.

We own, build + run our own technology.

Delivered for you by our specialists.

Start small then scale, infinitely.

Want to find out more?Download the brochure.

Questions financial services businesses ask before they engage.

What does Rayven actually build for financial services businesses?

What does '70% pre-built' mean in practice?

Do we need to replace our existing systems?

What are the AI agents and what do they do?

How long does it take and what does it cost?

Where do you start?

What happens after go-live?

Rayven is loved by IT, Digital, Ops - and the financial services teams that run on it.

Ready to connect your systems?Let's talk.

Discover the easy way to do something new.

Want to find out more?
Download the brochure.

Ready to connect your systems?
Let's talk.