AI Agent Consulting That Delivers Real Implementation

Jinba's AI agent consulting goes beyond strategy decks. We move regulated banks and insurance companies from a free AI assessment to working KYC and compliance workflows in weeks.

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AI Agent Consulting Built for Regulated Financial Institutions

Workflow diagram

Jinba combines specialized AI consulting with a purpose-built workflow platform, helping banks and insurance companies move from AI readiness assessment to deployed, auditable automation. Backed by approximately 70 enterprise case studies including MUFG and Mitsubishi Bank, Jinba is a faster and more specialized alternative to McKinsey and Big Four consulting for AI strategy and implementation in financial services.

  • Describe your compliance or KYC process in plain language and Jinba generates a workflow draft via chat, refined visually before any code is written
  • Configure routing rules, escalation thresholds, and exception handling so every case follows the right approval path without manual intervention
  • Validate documents and enrich data automatically by pulling from connected internal systems, reducing analyst effort on repetitive checks
  • Maintain full audit logs with timestamped execution records and role-based access controls so every workflow action is traceable for regulators

From AI Assessment to Working Workflows in Weeks

Send weekly metrics to Slack every Monday at 9am
1
Build in Jinba Flow

Your team starts with a free AI strategy assessment. Jinba's consulting team maps your highest-value automation opportunities, then uses Jinba Flow to build governed workflows via chat-to-flow generation and a visual editor.

test_runner.log
Running workflow test...
Input validation 12ms
Fetch from Sheets API 847ms
Process 24 rows 156ms
Send to #sales 203ms
PASS All steps completed 1.22s
Output preview:
"sent": true, "channel": "#sales"
2
Deploy securely (API / batch / MCP)

Workflows are published as APIs, batch processes, or MCP servers and deployed on-premise or in a private cloud, with SSO, RBAC, version control, and audit logging configured for your regulatory environment.

3
Run in Jinba App (guardrailed UI)

Compliance officers, KYC analysts, and loan processors execute approved workflows safely via Jinba App's conversational interface and auto-generated forms, with no workflow tooling knowledge required.

Enterprise Ready

Control, security, and support for large organizations.

On-Prem
Jinba
Private

On-premises or private cloud hosting

Run Jinba in your own environment with full data control.

Team Permissions
128 Active
Sarah Chen
Sarah Chen Engineering Lead
Workflows
Michael Ross
Michael Ross Product Manager
Analytics
Guest User
Guest User External Auditor
Admin Access
SSO Enforced
Updated 2m ago

Advanced access control

Role-based permissions and SSO integration.

audit_stream.log
1
[200] 09:14:22 GET /api/v1/health_check
2
[INFO] 09:14:23 Worker node_04 connected
3
[AUTH] 09:15:01 User admin@corp verified
4
[AUDIT] 09:15:02 Role assignment update
5
// Syncing to edge...
6
[200] 09:15:08 Config updated

Audit logging

Complete compliance and security oversight tracking.

User
Marketing
RESTRICTED
HR
ALLOWED
Screening
Automation

Organization management

Spaces, roles, and approvals for your team.

OpenAI
Gmail
Slack
HubSpot
Salesforce
Notion
Linear
GitHub
Teams
Dropbox
OpenAI
Gmail
Slack
HubSpot
Salesforce
Notion
Linear
GitHub
Teams
Dropbox

Pre-built & custom integrations

100+ pre-built integrations plus custom connectors for your internal systems.

Alice
Alice 10:42 AM
We need a connector for our internal CRM. Is this possible?
James
James 10:43 AM
Sure! Can you share the API spec?
Alice
crm_api_spec.pdf
James
Got it. I'll have the connector ready by tomorrow.
James
James Next day
Connector is live!
Alice
Thank you!

Dedicated Engineer Support

Work side-by-side with our engineers to remove blockers and accelerate your workflow development.

AWS Bedrock Claude 3.5 Sonnet
Azure OpenAI GPT-4 Turbo
Meta Llama 3 Self-hosted 70B

Private model hosting

Use Bedrock, Azure AI, or your own models securely.

On-Prem
Jinba
Private

On-premises or private cloud hosting

Run Jinba in your own environment with full data control.

Team Permissions
128 Active
Sarah Chen
Sarah Chen Engineering Lead
Workflows
Michael Ross
Michael Ross Product Manager
Analytics
Guest User
Guest User External Auditor
Admin Access
SSO Enforced
Updated 2m ago

Advanced access control

Role-based permissions and SSO integration.

audit_stream.log
1
[200] 09:14:22 GET /api/v1/health_check
2
[INFO] 09:14:23 Worker node_04 connected
3
[AUTH] 09:15:01 User admin@corp verified
4
[AUDIT] 09:15:02 Role assignment update
5
// Syncing to edge...
6
[200] 09:15:08 Config updated

Audit logging

Complete compliance and security oversight tracking.

User
Marketing
RESTRICTED
HR
ALLOWED
Screening
Automation

Organization management

Spaces, roles, and approvals for your team.

OpenAI
Gmail
Slack
HubSpot
Salesforce
Notion
Linear
GitHub
Teams
Dropbox
OpenAI
Gmail
Slack
HubSpot
Salesforce
Notion
Linear
GitHub
Teams
Dropbox

Pre-built & custom integrations

100+ pre-built integrations plus custom connectors for your internal systems.

Alice
Alice 10:42 AM
We need a connector for our internal CRM. Is this possible?
James
James 10:43 AM
Sure! Can you share the API spec?
Alice
crm_api_spec.pdf
James
Got it. I'll have the connector ready by tomorrow.
James
James Next day
Connector is live!
Alice
Thank you!

Dedicated Engineer Support

Work side-by-side with our engineers to remove blockers and accelerate your workflow development.

AWS Bedrock Claude 3.5 Sonnet
Azure OpenAI GPT-4 Turbo
Meta Llama 3 Self-hosted 70B

Private model hosting

Use Bedrock, Azure AI, or your own models securely.

Book Your Free AI Strategy Assessment

If your bank or insurance company is exploring AI transformation but wants a clear implementation path instead of a strategy deck, start with a free AI assessment from Jinba's consulting team.

Book a Demo

Frequently Asked Questions

Everything you need to know about Jinba. Can't find the answer you're looking for? Reach out to our support team.

How is Jinba different from McKinsey or Big Four AI consulting?

Jinba delivers strategy AND implementation. While Big Four firms typically hand off lengthy strategy documents, Jinba's consulting engagements lead directly to working automation workflows built on the Jinba platform. The result is deployment in weeks rather than the 6 to 12 month timelines typical of traditional consulting engagements.

What industries does Jinba's AI consulting specialize in?

Jinba specializes exclusively in banking and insurance. The consulting practice is backed by approximately 70 enterprise case studies covering KYC, compliance workflows, loan underwriting, contract review, and document processing at large regulated financial institutions.

What is the free AI strategy assessment?

The free AI strategy assessment is a complimentary evaluation of your bank's or insurer's AI readiness and automation opportunities. It is the entry point for Jinba's consulting engagements and leads to a clear, actionable roadmap for implementation.

Can Jinba deploy workflows on-premise in air-gapped environments?

Yes. Jinba supports on-premise and private-cloud deployment, including air-gapped environments. This is critical for regulated financial institutions that cannot send sensitive data to external cloud services.

What compliance and governance controls does Jinba include?

Jinba is SOC II compliant and includes audit logging, role-based access control (RBAC), SSO, Active Directory integration, version control, and feature flags. Workflows are 80% rule-based and deterministic, producing consistent, auditable outputs required for regulatory compliance.

Who are the typical stakeholders involved in a Jinba engagement?

Jinba typically works with Chief Innovation Officers, Heads of AI, and Heads of Operations at large banks and insurance companies. The platform is also designed for digital transformation teams, internal developers, and semi-technical citizen developers who execute and maintain workflows.

What use cases can AI agent consulting with Jinba address?

Jinba's consulting and platform address KYC document processing, contract review, compliance checks, investment document assessment, loan underwriting automation, document drafting and ingestion, and bank-to-bank KYC processes that can involve 30 to 40 workflow components.

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