Data-handling requirements like GLBA, fraud and audit-trail expectations, and SOC 2 or equivalent attestations aren't optional here. A well-scoped tool or diagnostic audit on a platform already in place fits a fast, fixed-scope engagement under Katalyst Launchpad™. Work touching regulated financial or insurance data calls for the fuller validation and architecture of Katalyst Custom™, KitelyTech's fully engineered build process.
My company recently contracted with KitelyTech to build a new website enabling us to communicate our services to clients and potential clients. We had a very positive experience with KitelyTech and are very satisfied with their customer service as well as the product they delivered. I would definitely recommend them!
A multi-line insurer covering health, life, and property received paper claims in heavy daily volume. Every one needed a person to open it, read it, classify it, and route it.
OCR digitizes each claim on arrival. Natural language processing and machine learning classify it by type, amount, and complexity, extract the key information, and route it into the insurer's existing systems. Claims falling below the confidence threshold route to a person with the extracted data already attached, so the exception path is faster too. Roughly 40% of claims now process automatically.
AI-driven risk report automation
Risk reports arrived in every format a client could produce, and risk engineers read them one at a time. The view of overall exposure was never complete and never current.
A custom NLP platform that extracts, classifies, and categorizes every report by type as it arrives. The pipeline handles native digital documents and scanned ones alike, which is what lets a single classification pass work across sources that share no structure. Engineers work from one complete view of exposure instead of assembling it by hand, and the hours that went into sorting go back into assessment.
AI deal-flow automation
Inbound deal flow grew faster than the team could assess it. Every opportunity needed the same manual first pass against the same criteria. Deal progress lived in inboxes and in whoever was closest to it, so the pipeline was only as current as the last person who remembered to update it.
A custom AI system that runs the first pass automatically, scoring each inbound opportunity against the firm's own written investment criteria and surfacing the ones that merit attention. Deal progression is managed in the system rather than in inboxes, with real-time updates giving the whole team one view of the pipeline. Judgment stays with the investors; what changed is that they spend it on the deals worth judging.
ML and NLP contract management modernization
Contract management at a global insurer was analog: manual handling, slow decisions, limited analytics, and cost, delay, and compliance exposure spread across thousands of documents nobody could analyze as a body.
A machine learning and natural language processing system with a custom interface that took the contract base digital and made it legible. OCR digitizes the paper. ML classifies every contract by risk, policy type, and coverage. NLP extracts the key clauses, terms, and conditions, so compliance and risk questions get answered from the contracts themselves rather than from memory of them.
Machine learning for customer contact timing
The bank's outreach contacted customers at times chosen by the caller's schedule, not the customer's likelihood of answering.
A custom machine learning algorithm that predicts the top three times to contact each client, built with statistical rigor the domain deserves: Kolmogorov-Smirnov and Chi-squared testing, drift management as the customer base changes, architecture that scales with the bank's growth, and monitoring with retraining to hold accuracy over time. Productivity and sales rose measurably.
