Scaling AI FinTech operations through embedded Managed Services teams

As adoption of the AI platform accelerated across the UK, Europe, and North America, operational demands increased significantly. The client needed to reinforce software quality, customer support, and data operations while maintaining close alignment with product priorities and scaling teams in a controlled, cost-efficient way.

• We started with a single QA profile, focused on improving software quality and release reliability
• We gradually expanded into data operations supporting core AI-driven workflows
• We then structured the organization into two dedicated, product-aligned teams: document acquisition and data extraction
• We embedded teams into the client’s day-to-day workflows, operating as an extension of the UK-based product and operations teams
• We expanded responsibilities over time to include customer support, and data science, while preserving continuity and domain knowledge

• Scaling the team from 1 to 16 specialists between 2021 and 2025
• Accelerating sales thanks to improved customer onboarding and day-to-day support
• Building a strong foundation for international scalability