Automation
that thinks ahead.
AI-powered automation for financial firms.
Built to cut costs, free your team, and create lasting competitive advantages.
Manual Work Is Killing Your Efficiency
You’re managing sensitive data, complex processes, and high client expectations – and still your teams are stuck in onboarding flows, quote generation, and CRM handovers.
The result? Burned-out staff. Lost leads. Delayed deals.
Our Solution: AI That Pays for Itself
Automate What Slows You Down
Client Onboarding
Fully automated intake forms, follow-up emails, and data capture.
Faster onboarding, fewer errors, better experience.
Proposal Automation
Generate and send tailored quotes with one click.
No delays, no formatting — just close deals faster.
CRM Sync
Automatic data syncs and AI-powered enrichment.
No more manual updates or messy duplicates.
Lead Automations
Trigger-based lead nurturing, scoring, and enrichment.
Engage the right leads at the right time — effortlessly.
Every automation is designed to do one thing: save you money by eliminating repeatable work – faster, more accurate, and always AI-assisted.
The PangeaAutomation Difference
🤝 Personal Support
You’re never left with a “self-serve” guide
🎯 Real Prioritization
We focus on what creates real savings – fast
🧭 Honest Advice
If it’s not worth automating, we’ll tell you
01
Deep-dive Workflow Audit
We analyze your current workflows, tools, and inefficiencies in detail. This gives us a clear picture of where automation will deliver the most value.
02
ROI-Based Automation Plan
You receive a prioritized roadmap based on impact, complexity, and savings potential. Every suggestion is grounded in measurable ROI.
03
Rapid Prototypes
We quickly build working demos of key automations so you can test and refine them early. Fast feedback, faster results.
04
Monitored Go-Lives
Once approved, automations go live — with full setup, integration, and tracking. We stay close to ensure performance and fix issues before they escalate.