Six hours of document work. Now seconds.
A routine document question cost six hours of expert time at a professional-services firm. SphereIQ turned it into seconds — every answer cited to the page it came from.
How do financial services firms use SphereIQ?
Firms deploy SphereIQ for document intelligence (contracts, filings, client records), a governed Company Brain over policies and precedents, and agents for back-office workflows — with the audit trails, PII controls, and access governance the sector requires. A professional-services firm cut document resolution from 6 hours to seconds.
Same platform. Pre-built for your world.
Vertical editions ship with a pre-built Twin schema, agent templates, and compliance packs for the industry — so deployment starts at mile ten, not mile zero.
Filings, contracts, records
Parsing, extraction, and cited answers over the document classes your teams live in — proven at 6 hours → seconds.
Middle & back office
Client-onboarding checks, reconciliation support, compliance evidence assembly, and reporting agents.
Built for regulated finance
PII masking, access scopes, immutable ledgers, and approval workflows that satisfy risk and compliance from day one.
The hours you bill are the hours you stop searching.
A professional-services firm: 6 hours → seconds on document resolution. An energy services firm: $1.2M in annual back-office savings. Other global enterprises: enterprise engineering from the same 21-year practice. The pattern holds wherever expertise meets document volume.
AI in Financial & Professional Services: the execution briefing
Where the ROI actually is (hint: documents and the middle office), the governance bar regulators expect, and the deployment sequence that clears risk review — drawn from real engagements.
Asked in every evaluation
How is client confidentiality protected?
Can we deploy in our own environment?
Where do firms usually start?
Expertise is your product. Searching is not.
Start with the document class that eats the most expert hours.