Your FINANCIAL SERVICEs Technology partner

Less manual work.‍

Faster compliance.

‍Tech that delivers.

SingleStone builds the AI, automation, and compliance systems that financial services teams need to clear the backlog.

Fintech Lenders

•

Credit Unions

•

Community Banks

•

Collection Agencies

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SingleStone Financial Services Technology Partner
28
+

Years in financial services

200
+

Financial clients served

70
%

Reduction in manual effort

“They lead with a lot of substance. The reason I buy from SingleStone is the high degree of confidence in their ability to deliver what I need.”

- Top 100 U.S. Bank

“The data solution created was life-changing! We no longer have to wait for months for data requests to be prioritized. We get what we need immediately.”

- Series C Global Fintech
What we build

The problems we hear about most
And what we build to solve them

For 28 years, we've built compliance programs, automated operations, and shipped technology for Fortune 200 firms, regional banks, credit unions, and fintechs. We know what works inside regulated financial services environments.

INBOUND IS THE BOTTLENECK

Automate all inbound channels

One AI engine for texts, emails, mail disputes, and documents

Read every channel, classify by intent, prepare responses, route exceptions to a person, and surface trends before they become regulatory findings.

CHANNELS DON'T TALK TO EACH OTHER

Orchestrate every touchpoint

One system for text, email, portal, and phone

Connect every channel, track what really drives consumer behavior, and replace guesswork with rules built on real data.

LEADERSHIP CAN'T SEE THE NUMBERS

Make your data useful

Leadership visibility without a warehouse build or a migration project

Layer dashboards, governance, and reporting onto your existing systems. Leadership sees what's working without waiting for clean data.

THE BACKLOG OUTPACES THE TEAM

Build the roadmap your team will actually execute

For backlog overload or post-acquisition integration

Assess the current state, prioritize viable regulated use cases, and sequence delivery.  First prototype lands by week three.

TRAINING GAPS BECOME COMPLIANCE GAPS

Surface compliance gaps before audits do

Instant answers for staff and training-gap visibility for leaders

Put compliance policies, client requirements, and operational guidelines in one searchable place. Surface training gaps before exam findings do.

EVERY EXAM FEELS LIKE STARTING OVER

Embed compliance into every automation

Ongoing oversight built into every automation

Run a compliance management system alongside every automation. Document controls, track exceptions, and maintain audit trails from day one. What you ship survives the next exam cycle.

Proven Results

DISPUTE AUTOMATION  │  COLLECTION AGENCY

~70%

Reduction in manual effort.

Rapid portfolio growth created massive dispute volume with no SLA visibility. We built real-time dashboards into the system of record and automated the highest-volume manual processes.

DEFAULT MANAGEMENT  │  TOP 20 US BANK

80%

Reduction in cycle time. CFPB and OCC commendation.

Multi-year Dodd-Frank compliance program. Assessed regulatory gaps, built the future state, and implemented across cross-functional teams.

REGULATORY COMPLIANCE  │  FORTUNE 200

$12M

Cost avoidance vs. the incumbent.

Enterprise-wide OFAC compliance overhaul. The incumbent quoted $13M. We delivered the same outcome on time and fully compliant, for $1M.

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WHY SINGLESTONE

Strategy is easy. Shipping is hard.

Change is hard enough without one-size-fits-all vendors or costly, all-at-once overhauls that rarely deliver. At SingleStone, we combine deep technical expertise with a humanity-first approach.
We build. We don't just advise.
Our engineers, designers, and domain experts ship working systems and train your team to own them. No shelfware. No six-month scoping decks.
"You've helped us change the game in our industry and provided a template for us to follow in other regions."
Chief Strategy Officer — Collection Agency
We've spent 28 years inside financial services.
We understand the regulatory environment, the technology constraints, and the operational realities before a project starts. That experience shows up in every solution we build.
"Big firm delivery at a small firm price and presence. You GET us."
‍Director of Corporate Development
Human judgment is built into the architecture from day one.
AI executes under expert control. Every system we build has human judgment encoded from the start, with compliance guardrails written into the architecture.
"The data solution SingleStone created was life-changing. I no longer have to wait months for my data request to be prioritized."
‍Series C Global Fintech
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SingleStone for Financial Services
HOW WE WORK

See real work early. Own it when we're done.

1
WEEK 1  —  KICKOFF
Align on the problem, the success metrics, and what a win looks like. Before anyone writes a line of code.
2
WEEKS 2–3  —  PROTOTYPE
A working prototype in your environment, with your data. Shape it while change is still cheap.
3
WEEKS 4–7  —  BUILD
Two-week sprints, regular demos. The product gets shaped by the people who'll use it. No surprises at launch.
4
WEEK 8+  —  PRODUCTION
Monitored rollout, fully documented. Ownership transfers to your team. Then we build the next initiative on the backlog.
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SingleStone for Financial Services
Get Started

Tell us where you're stuck. We'll tell you what we'd build.

We help financial institutions move forward with confidence — balancing compliance, technology, and the people who rely on both.

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