Banks and financial services
AI automation for banks and multi-branch financial services
Branch staffing set from real traffic, reports that build themselves, and answers to new questions in minutes, inside your own cloud. Whatever else you need, we build it and see it through.
The systems we connect
Most banks and financial services firms run on ten or more systems that don't talk to each other. We connect them, read-only, plus anything else you use.
| What it does | Systems |
|---|---|
| Cloud and database | Microsoft Azure, SQL Server and operational data stores |
| Reporting | Power BI, SQL Server Reporting Services (SSRS) and Excel |
| Work and files | Microsoft 365, SharePoint and Teams |
| Governance | Microsoft Purview logging and audit |
| Branches | store and branch cameras, staffing, hours and compensation data |
| Partners | vendor and card-program reports delivered by file transfer |
Connected, staffing follows real traffic, reports refresh themselves, and new questions get cited answers in minutes, all inside your cloud. We already know how this data fits together, so connecting yours takes about half an hour of your team's time.
Where banks and financial services firms lose time and money
- Labor overspend shows up late. 7–10 business days after month end.
- Reports run on people. Dozens a day, copied and retyped by hand.
- Reports disagree. Different definitions of the same metric.
- New questions take a week. IT pulls data, reporting analyzes, days pass.
- Data that can't leave. Customer data must stay in your cloud.
What we build
Staffing to real traffic
- Line counts from your existing cameras; images deleted.
- Next-day staffing suggestions; the manager decides.
Reports that build themselves
- Every source fed into one read-only copy in your cloud.
- One definition per metric.
- Morning reports ready before the day starts.
Cited answers
- Plain-language questions answered in minutes.
- Every answer cites its source data.
Built for regulated data
- Customer data never leaves your cloud.
Where to start
- Find what moves EBITDA. Usually branch labor.
- Staffing first. No new hardware.
- Then reporting and questions. Scheduled feeds, one definition per metric.
How you measure it
We log everything from day one, so before-and-after numbers come from your own work.
| Area | What we measure |
|---|---|
| Staffing | Labor vs. traffic; overspend seen the same week |
| Reporting | Reports and hours spent by hand |
| Questions | Time to a cited answer |
How we work
- Whatever you need. Not a fixed product. If it costs you time or money, we build it.
- Hands-on, as needed. We do the work: as little as 1–2 hours of your team's time.
- Built in-house. Every tool already runs for clients; delivered step by step.
- Pricing that fits your cash flow. Flat fee, or a percentage of the extra margin we generate. 90-day money-back guarantee.
- Your IT team, or ours. We hand it off, or maintain it indefinitely so you never hire for it.
- Your data stays yours. Read-only, in your own accounts. Nothing replaced.
- Where we work. New York HQ; anywhere in the US, focused on the Southwest, Southeast, Sun Belt, South and Midwest.
Get started
1 free week to get your custom Profit Plan, then you decide. Every engagement comes with a 90-day money-back guarantee. Book a time with a managing partner.
Questions
Does customer data leave our cloud?
No. Everything runs inside it, read-only.
Do we need new cameras?
No. We use the ones you have.
Is this only for banks?
No. Any multi-location business: credit unions, lenders, retail chains, healthcare groups.
How does Galebach & Company charge?
A flat fee, or a percentage of the extra margin we generate, chosen around your cash flow.
Who maintains it after launch?
Your IT team, or us, indefinitely.
Where does Galebach & Company work?
Anywhere in the US, focused on the Southwest, Southeast, Sun Belt, South and Midwest. Headquartered in New York, NY.
Other industries we automate: General contractors · Trades · Freight brokers · Hospitality · HR and payroll outsourcing. All industries · About Galebach & Company