Digital Transformation Consulting for Banking and Insurance

Jinba delivers AI strategy and working workflows in weeks. Backed by 70 enterprise case studies including MUFG.

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digital transformation consulting

Building workflow...

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Strategy and Implementation Without the Big Four Timeline

Jinba AI Consulting combines deep banking and insurance domain expertise with an implementation-ready platform. Unlike Big Four consultants who deliver strategy decks, Jinba goes from free AI assessment to deployed workflows in weeks, not 6 to 12 months.

Describe your transformation goals in plain language and Jinba generates a workflow strategy you can refine with a visual editor
Define routing rules, escalation thresholds, and exception handling for every compliance and operational process in scope
Validate and enrich data automatically from your core banking, document, and compliance systems during every workflow execution
Maintain full audit logs, version control, and controlled execution so every workflow meets regulatory standards from day one

From AI Assessment to Deployed Workflows

Send weekly metrics to Slack every Monday at 9am

1

Build in Jinba Flow

Start with a free AI strategy assessment. Jinba's consultants map your automation opportunities using insights from 70 enterprise case studies in banking and insurance, then generate draft workflows via chat in Jinba Flow.

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)

Refine workflows in the visual editor, configure routing rules, approval gates, and compliance controls, then deploy on-premise or in your private cloud with SOC II compliant enterprise controls including SSO, RBAC, and audit logging.

3

Run in Jinba App (guardrailed UI)

Non-technical operations staff execute approved workflows safely through Jinba App using a conversational interface with auto-generated input forms, keeping execution guardrailed and consistent across your institution.

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 Engineering Lead

Workflows

Michael Ross Product Manager

Analytics

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.

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 10:42 AM

We need a connector for our internal CRM. Is this possible?

James 10:43 AM

Sure! Can you share the API spec?

crm_api_spec.pdf

Got it. I'll have the connector ready by tomorrow.

James Next day

Connector is live!

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