Financial Services Firm
Deployed Finance Agent and Orchestrator on their private on-premise server in Kuwait. Full regulatory compliance with CBUAE-aligned audit trails, automated regulatory reporting, and real-time transaction monitoring.
Client
Financial Services Firm
Industry
Financial Services
ERP
Microsoft Dynamics 365
Time to positive ROI
9 weeks
Same-day
Regulatory reporting time
was 5 days per report
0
Compliance incidents
was 3-4 per quarter
100% on-premise
Data residency
was Compliance risk
The Challenge
Where they were stuck
A 90-person Kuwait financial services firm needed full ERP automation but had strict data residency requirements — data could not leave Kuwait. They needed on-premise deployment with full audit trails for regulatory compliance.
Our Approach
How we designed the solution
Implementation Timeline
From kickoff to go-live in 9 weeks
On-premise infrastructure stand-up, security review, and Dynamics 365 integration scoping.
Finance Agent deployed with audit trail instrumentation and controlled rollout to GL and AP.
Orchestrator live across regulatory reporting, reconciliations, and monitoring workflows.
Go-live, compliance sign-off, and handover with 24/7 managed support.
Measurable Outcomes
What changed for the business
“Data sovereignty was non-negotiable for us. ERP-Agent was the only solution that could deliver AI automation while guaranteeing our data stays within our infrastructure.”
FS— CTO, Financial Services Firm
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