Pricing & Quoting

Stop Wasting Hours on Manual Pricing and Quoting

We build custom AI systems that automate financial product pricing, compliance checks, and client proposal generation.

Industry Context

Financial services pricing is weighed down by regulatory complexity, margin pressure, and manual work. MiFID II and Dodd-Frank require detailed audit trails and real-time compliance checks. Market volatility forces frequent repricing, while distributed teams use inconsistent quoting methods. Manual workflows slow down response times, costing deals and increasing operational risk.

By the Numbers

18%

revenue impact from mispriced financial products

McKinsey Pricing, 2024

3 days

average time to structure a complex deal quote

Accenture Capital Markets, 2025

45%

faster deal structuring with AI pricing models

McKinsey Banking, 2024

The Problem

What you're dealing with

A relationship manager spends 45 minutes assembling a structured product quote by hand from spreadsheets, emails, and legacy systems.

Compliance has to review every custom quote against evolving regulatory requirements, creating a bottleneck before anything reaches the client.

Traders and product specialists waste hours reconciling pricing discrepancies between internal systems and client-facing proposals.

Inconsistent discount approvals across regions leading to revenue leakage and regulatory exposure.

The Solution

How it works

We start by mapping your actual pricing and quoting workflow—how deals really get done, not how they're written up. Our AI interviews your team to capture the nuances in approval chains, data sources, and compliance rules. Then we build a custom system that connects to your CRM, product databases, and risk engines. Using our internal tooling, we build an AI agent that automates data aggregation, compliance checks, and proposal generation. You get a system that reflects your business rules, sits inside your existing tools, and ships in weeks because we reuse internal tooling built for financial services workflows.

Arc

Pulls and validates data from multiple sources including CRMs, product databases, and spreadsheets.

POI

Generates compliant, audit-ready proposals and quotes tailored to client and regulatory requirements.

In Practice

Before and after

Before

A structured products desk receives a client RFP. The relationship manager manually collects data from Bloomberg, an Excel pricing model, and the risk system. They draft a proposal in Word, then email it to compliance for review. After two rounds of revisions, the final doc goes to the client—6 hours later.

After

We built a custom AI agent that reads the RFP, pulls real-time pricing and risk data, auto-generates a compliant proposal, and routes it for electronic approval. The relationship manager reviews and sends in 15 minutes.

1 RFP received via email or portal
2 AI aggregates data from integrated systems
3 Proposal generated with compliance rules applied
4 Approval workflow triggered with audit trail
5 Final quote delivered to client

83%

reduction in quote preparation time

A European asset manager cut quote prep time by 83% after deploying the custom pricing AI we built.

FAQ

Common questions

How do you handle our specific compliance requirements?

We build your compliance rules into the AI system during design. Every quote gets checked against your policies and regulatory mandates before it's generated.

What if our data is siloed across multiple legacy systems?

We connect to your existing systems—CRMs, ERPs, data warehouses—using APIs or secure connectors. No data migration needed.

How long until we see a working system?

First deployment in 3-5 weeks. We start with a high-volume use case to show value fast.

Who owns the AI model after delivery?

You do. We deliver a custom system tailored to your workflow. You own the IP and the model.

What about ongoing maintenance?

We provide support and iteration options. The system is built to grow with your business.