Professional and Financial Services Machine Learning & AI Solutions

AI and ML improve processes within services firms to help better serve both employees and clients

AI and machine learning tools are significantly impacting the professional services space, helping drive greater efficiency and productivity. But before firms jump into acquiring data science talent, it is vital to understand how an AI strategy can assist with the overall objectives and solve the key challenges in the business. Only then will AI deliver real value to the business.

Legal, professional, technical, and financial services firms are leading the way in this regard. Instead of following the trend of deploying generalized AI solutions that can be used horizontally across many industries and workflows, service organizations have chosen a more targeted approach. Service businesses that adopt a vertical AI strategy with a narrow focus on making incremental improvements to everyday, time-intensive tasks, ultimately serve both employees and clients better.

Mosaic is an excellent partner to consider for deploying a targeted AI strategy. Our data science team designs and deploys custom AI & ML solutions that can help your company make data-driven decisions. These techniques include natural language processing (NLP) for review of unstructured content, which helps spot issues or trends that may impact your organization. Content enrichment and sentiment analysis can help services institutions make more informed decisions on customers while streamlining risk management and compliance. Finally, intelligent document processing can help with sifting through resumes, automating contract reviews, and other time-consuming tasks.

Using our deep knowledge of AI and ML techniques, we have helped a range of professional services firms including management consulting, accounting, financial services, technical services, litigation, and architecture consulting firms. Our goal is to deliver more informed operational and strategic decisions to shave dollars off your organization’s bottom line.

Featured Services Clients

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Mosaic has deployed AI, ML, and advanced analytics for the following services use cases

Automated Inspections for Insurance

Mosaic is well-versed in AI-based image processing such as computer vision to expedite the inspection process by automatically detecting damages and estimating the extent of repair costs.

Reduce Cost-per-Inspection

AI Homebuilding Engine

Mosaic stitches disparate data to train custom ML models that deliver optimal recommendations.

Unlock Competitive Advantage with AI

money and returns icon financial services machine learning

Ethical Machine Learning Lending Systems

Mosaic enhances traditional lending practices with AI improvements for our customers; enabling more accurate and faster decisions.

Manage Model Bias & Drift

paper and gear financial services machine learning

Intelligent Document Processing

Mosaic deploys automated NLP techniques to help firms process, archive, and manage data with more speed and accuracy.

Automate Text Writing & Reviewing

“After using Mosaic’s predictive analytics solutions, we have never been able to make decisions in this way before.”
Operations executive at leading management consultancy

Explore Some of Our Financial Services Use Cases

AI Engine Development for Regional Homebuilding

Mosaic helped one of the US’s largest regional homebuilders deploy an artificial intelligence engine that recommends the optimal community features based on different geographic regions. The recommender delivers data-driven insights the company can trust when planning, building, and positioning new communities.Read More →

Mosaic Data Science Provides Cutting-Edge Support for National Law Firm’s Expansion of National Algorithmic Bias Auditing and Risk Management Services

Leesburg, VA — Mosaic Data Science has joined EBG Advisors, the affiliate consultancy of national law firm Epstein Becker Green, to support the advisory network’s nationwide algorithmic bias auditing and risk management services through Mosaic’s award-winning artificial intelligence (AI) capabilities. Developed in alignment with the AI Risk Management Framework developed […]Read More →

Geospatial Data Analysis for Machine Learning-based Customer Clustering

Both descriptive analytics and machine learning models can benefit greatly from using geographic data analysis to solve segmentation use cases.Read More →

Analyzing Digital Platform Data to Understand User Behavior

As our world becomes more and more digitized, organizations need to leverage behavior data to provide a better customer experience and detect potential problems before they arise. This can be achieved by analyzing behavior patterns from digital platforms customers operate.Read More →

Financial Services Revenue Forecasting

The business was investigating how to incorporate modern data science techniques into their budgeting decisions. Since they didn’t have this expertise in-house, they needed an analytics partner that could provide the right capabilities to accurately model and forecast revenue and serve these results to users in the proper context.Read More →

Summarizing Text with Artificial Intelligence

Text data presents a tremendous opportunity to benefit all stakeholders of an organization – investors, employees, processes, and the all-important customer – if the organization can find a way to sift through this data in an automated way to extract key information and solve specific challenges. In that case, they could learn about their firm and... Read More →

Detect Defects on the Line with Computer Vision

Deep learning, specifically computer vision and natural language processing, can be designed to identify defects during the product packaging process. These deep learning models can verify that a label on a package is present, correct, straight, and readable.Read More →