Understand
Map the work, find the bottleneck, and agree on what a useful first deployment looks like.
FDEs for
financial
services.✳
Your industry. Your systems. Your AI.
We embed engineers with your team to turn complex financial workflows into software that works.
FDE
Forward-deployed engineer.
Embedded with your team. Accountable for the build.
Coenties
Financial statements✓
Operating metrics✓
From information
to action.
to action.
Sources attached
✓
Human reviewYour team stays in control
Less time moving information.
More time moving forward.
Your team knows the business. We bring the engineering to connect the documents, decisions, and systems that keep it running.
From the first workflow map to deployment and iteration, we build alongside the people who will use the software.
Meet the FDE modelEmbedded in your work
Engineers who learn the process with the people doing it.
Connected to your systems
Purpose-built workflows around your existing tools and data.
Measured in real use
Success defined by time, quality, adoption, and operating cost.
Six industries.
A thousand better ways to work.
Specialized workflows for the details
that make your business different.
More conviction.
Less document work.
Bring structure to diligence, portfolio reporting, and investment committee preparation. Give your deal team more time to ask the questions that matter.
Explore private equityEvery borrower.
A clearer picture.
Turn recurring borrower submissions into a consistent monitoring workflow, with visible exceptions and a clear path to review.
Explore private creditFind the signal.
Keep the context.
Connect decks, meeting notes, and research into a coherent view of each opportunity—built around the way your investors work.
Explore venture capitalMove the case.
Make time for clients.
Keep applications, outstanding requirements, and carrier updates moving through one organized workflow for your brokerage team.
Explore life insurance brokersLess friction.
More forward motion.
Build dependable software around onboarding, servicing, and internal operations—with clear evidence and human decision points.
Explore banksComplex operations.
Connected workflows.
Custom AI workflows for asset managers, wealth managers, fund administrators, and payments businesses. Start with a specific operational bottleneck.
Explore other financial institutionsSee the workflow.
Imagine the difference.
Concrete examples of what we could build together. Fictional institutions, transparent assumptions, and a clear role for your team.
Private equity
Data-room documents↓
Diligence preparation
↓Human review ✓A clearer path from data room to diligence.
Alder Peak Partners · Fictional institution
61% modeled time reduction
Private credit
Borrower financials↓
Borrower monitoring
↓Human review ✓Borrower monitoring, without the spreadsheet chase.
Cedarbridge Credit · Fictional institution
60% modeled time reduction
Life insurance brokers
Applications & carrier updates↓
Application administration
↓Human review ✓Less chasing paperwork. More time for client relationships.
Harborlight Benefits · Fictional institution
50% modeled time reduction
Illustrative scenario. The institution and implementation are fictional. Figures are hypothetical modeling assumptions, not actual client results, benchmarks, or guaranteed outcomes.
Built with you.
Designed for the everyday.
Build
Connect the right systems. Turn your process into a working tool with clear review points.
Deploy
Evaluate on representative cases, prepare your team, and introduce the workflow in stages.
Improve
Measure real usage, review exceptions, and refine the system around what the team learns.
✓
Source referencesEvidence travels with the output
✓
Defined permissionsAccess follows the workflow
✓
Human approvalsJudgment stays with your team
AI does the groundwork.
Your people make the call.
Source-linked outputs. Explicit permissions. Reviewable actions. We scope the controls each workflow needs with your business and technology teams.
Explore our engineering approachQuestions about working with Coenties
What does Coenties do?
Coenties is a software and engineering company that builds custom AI workflows for financial-services businesses. Forward-deployed engineers work alongside client teams to connect information, systems, and operating processes.
What is a forward-deployed engineer?
A forward-deployed engineer works directly with the people who run a business process. The engineer maps the workflow, builds the software and integrations, supports deployment, and improves the system using feedback from actual users.
Which financial-services sectors does Coenties serve?
Coenties focuses on private equity, private credit, venture capital, life insurance brokers, banks, and other financial institutions, including asset managers, wealth managers, fund administrators, and payments businesses.
Does Coenties provide financial advice or sell financial products?
No. Coenties provides software development and engineering services. Clients retain responsibility for financial advice, underwriting, investment and lending decisions, approvals, and regulatory obligations.
Are the case-study outcomes actual client results?
No. The workflow examples describe fictional institutions and proposed implementations. All efficiency figures are hypothetical assumptions used to illustrate a calculation; they are not verified client results or promised outcomes.