Generative AI Consulting Built for Financial Services

Jinba delivers generative AI consulting services purpose-built for regulated banks and insurance companies. We move from strategy to working workflows in weeks, not months, backed by 70 enterprise case studies.

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Backed by Combinator

Generative AI Consulting That Goes Beyond the Strategy Deck

Workflow diagram

Jinba Consulting combines deep financial services expertise with a purpose-built AI workflow platform, so your AI strategy becomes a deployed, auditable reality. Backed by approximately 70 enterprise case studies including MUFG and Mitsubishi Bank, we bring proven implementation experience to every engagement.

  • Describe your target workflow in plain language and Jinba generates a draft automatically, then refine it step by step in a visual flow editor tailored to your compliance requirements
  • Define routing rules, exception thresholds, and escalation paths so every AI-assisted decision follows a deterministic, auditable logic your regulators can inspect
  • Validate and enrich inputs automatically by connecting to your core banking systems, document repositories, and internal data sources before any workflow executes
  • Every workflow execution is logged with full audit trails, access controls via RBAC and SSO, and version history so your governance team always has a complete record

From AI Assessment to Working Workflows in Weeks

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

Jinba consultants assess your AI readiness and automation opportunities, then your team uses Jinba Flow to build and test 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 deployed on-premise or in your private cloud as APIs, batch processes, or MCP servers, with enterprise controls including SOC II compliance, audit logging, RBAC, and SSO active from day one.

3
Run in Jinba App (guardrailed UI)

Business users in compliance, KYC, loan operations, and underwriting execute approved workflows safely via chat and auto-generated forms in Jinba App, with no custom UI development 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.

Start with a Free AI Strategy Assessment

If your AI transformation roadmap is stalled or your previous consulting engagement delivered a deck but no working solution, Jinba can help. Book a free assessment with our generative AI 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?

Unlike Big Four consultants who deliver strategy decks, Jinba delivers strategy and implementation together. Our consulting engagements are backed by approximately 70 enterprise case studies in banking and insurance and lead directly to deployed, working workflows on the Jinba platform, measured in weeks rather than the 6 to 12 month timelines typical of large consultancies.

What financial services workflows does Jinba specialize in?

Jinba has deep domain expertise in KYC document processing, contract review and checking, compliance workflow automation, loan underwriting, investment document assessment, document drafting and ingestion, and bank-to-bank KYC processes involving complex multi-step workflow components.

Is Jinba suitable for highly regulated institutions?

Yes. Jinba is SOC II compliant and purpose-built for regulated financial enterprises with 20,000 or more employees. The platform supports on-premise and air-gapped deployment, delivers 80 percent rule-based deterministic workflows for regulatory auditability, and includes RBAC, SSO, Active Directory integration, and full audit logging.

What does the free AI strategy assessment include?

The free AI strategy assessment evaluates your institution's AI readiness and identifies the highest-value automation opportunities across your banking or insurance workflows. It is a complimentary starting point designed to give you a concrete implementation roadmap rather than a generic market overview.

How quickly can Jinba move from consulting to implementation?

Jinba is designed to move from AI strategy assessment to deployed, working workflows in weeks. This is in contrast to the 6 to 12 month timelines typical of Big Four consulting engagements. The consulting arm and the Jinba platform work in tandem to accelerate time to value.

Does Jinba support on-premise deployment for air-gapped environments?

Yes. Jinba supports on-premise and private-cloud deployment, including air-gapped environments where data cannot leave your network perimeter. This is a core capability specifically designed for regulated financial institutions with strict data residency and security requirements.

Can non-technical staff use Jinba after workflows are built?

Yes. Jinba App provides a conversational execution interface with auto-generated input forms so that compliance officers, KYC analysts, loan processors, and other non-technical business users can run approved workflows safely without needing to learn any workflow tooling.

Build your way.

The AI layer for your entire organization.

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