AI development for financial services.
Advisor marketplaces, matching engines, staged lead capture, and compliant content systems — built for a category where trust and disclosure decide conversion.
- Matching and marketplace engines
- Staged identity capture
- Compliant content systems
- Closed-loop attribution
Financial services is a high-consideration, heavily-regulated category where the usual growth playbook backfires. Aggressive capture destroys trust, and untethered claims create liability faster than they create pipeline.
We build matching and marketplace systems with staged data capture, disclosure handled properly, and content engines that stay inside the lines — then acquire against a measurement layer that can prove which leads were worth having.
Built for this category, not adapted to it.
Matching and marketplace engines
Dual-sided systems that qualify consumers and route them to the right provider, with the routing logic auditable rather than a black box.
Staged identity capture
Identity first, contact detail banked on blur, phone last. Never one long form — completion rates and lead quality both improve.
Compliant content systems
Editorial engines with disclosure templates and mandatory review gates, so volume doesn't outrun the compliance function.
Closed-loop attribution
Offline conversion import so the CRM outcome flows back to the campaign, and spend follows closed revenue instead of form fills.
- Advisor marketplace.Dual-sided matching with staged identity capture. Auditable routing, not a black box.Property · Web
Asked and answered.
- Can you work within our compliance review process?
- Yes. We build the review gate into the publishing system so nothing reaches production without sign-off, rather than treating compliance as a step people remember.
- Do you handle offline conversion tracking?
- Yes — closing the loop from CRM back to ad platform is usually the single highest-return change in this category.
- Do you build consumer-facing or B2B?
- Both, often on the same asset — consumer matching on one side, a provider desk on the other.
- 01AI productWe build AI product for other companies: web, native mobile, and agent systems. Typed end to end, evaluated, deployed on push. You own the repo from the first commit.
- 02AttributionFirst-party click tracking, server-to-server postbacks, and warehouse reporting that answers in earnings per click. Built on your domains, in your accounts.
- 03DemandPaid social, search and native run against first-party attribution, with SEO and AI-answer visibility as one motion. Reported on contribution, not platform ROAS.
Building in financial services?.
Two honest paragraphs beat a ten-page RFP. We answer inside one business day, and the first call is 45 minutes with someone who can scope it.
Or write directly — t@moher.ai