Packages for financial-services firms
One problem. Three phases. One fixed price.
Every package solves one kind of problem inside your firm. One MAKGLOBAL engineer builds it with your people, runs it beside them, and hands it over in your company’s name. You know the price before we start, and you only pay the last part when it passes the test you set.
- Fixed price, agreed up front
- Last 30% only when your test passes
- Everything in your name
- Starts with 10 free hours
Process maths
What one repeated process costs your firm today
Every firm has one: onboarding, renewals, claims, debit orders, switches. Put in your own numbers to see what it costs and what Process Automation would give back.
- Staff hours a month on this process today
- 133 hours
- What that costs a year
- R480,000
- Saved a year
- R288,000
Process Automation (R195,000) pays back in about 8 months. With the optional R9,500 a month run service, in about 13 months.
An estimate from the numbers you enter. The real number is set by the acceptance test agreed before Phase 1. Nothing you type here is stored or sent.
Pick a lane
Five packages. Each one does one job well.
We run one package at a time, so the first one is finished, handed over and working before anything else starts.
- 01 Agent SecurityMost requested Your client data protected from AI misuse, inside and out. From R265,0003 phases, fixed
- 02 Process AutomationMost requested One internal process, redesigned and automated end to end. R195,0003 phases, fixed
- 03 FSP Back Office The admin behind every client file, done by agents your team supervises. From R285,0003 phases, fixed
- 04 Client Work Agents One agent that does one piece of client work properly. R295,0003 phases, fixed
- 05 Investment Models A model built on your investment philosophy, that you can explain one trade at a time. From R1,250,0003 phases, fixed
Not sure which one you are? Start with 10 free hours We will tell you, honestly, and whether you need one at all.
Package 01 · Most requested
Agent Security
Your client data protected from AI misuse, inside and out.
For: Financial-services firms whose staff, vendors or attackers already use AI near client data.
What it feels like now
Staff use AI tools nobody approved, agents get more access than they need, suppliers holding your client files get breached, and attackers use AI for better phishing, fake client voices and prompt injection. The regulators hold you responsible, not the supplier.
Where others stop
AI-security platforms are priced for enterprises and sold without implementation; local cyber firms sell generic tests; and the Joint Standards set the controls without saying how they apply to AI agents.
What we do
We find every AI tool touching client data, attack it the way an adversary would, put the controls in, train your people, and leave an evidence pack mapped to POPIA, Joint Standard 2 of 2024 (cybersecurity and cyber resilience) and Joint Standard 1 of 2023 (IT governance).
The Joint Standards apply to many regulated institutions, including discretionary and administrative FSPs, insurers and retirement-fund administrators. For advice-only firms they are a sound benchmark rather than a legal requirement.
- Inventory of approved and shadow AI, agents and connectors, including what ChatGPT and Microsoft 365 Copilot can see
- Supplier review: which vendors and AI tools hold your client data, and your plan if one is breached
- Red-team tests run against the OWASP Top 10 for LLM applications and MITRE ATLAS: prompt injection, data exfiltration, voice fraud, phishing
- Controls implemented, not just recommended
- Evidence pack mapped clause by clause to POPIA s19 to s22 and the Joint Standards, with an incident log that fills the regulators' notification template
Where it fits
- Advice practices and family offices
- Staff pasting client files into ChatGPT, and payment or bank-detail changes that need a call-back rule.
- Discretionary and administrative FSPs, insurers and fund administrators
- Joint Standard evidence your board, principal officer or regulator can read.
- Firms on Microsoft 365 or Google Workspace
- A ChatGPT and Copilot exposure review: which files AI can reach that it shouldn't.
- Fintechs running their own agents
- An independent red-team of your production agents, run with your engineers.
- Brokers and insurers
- Voice-clone and fake-instruction fraud on claims payouts and bank-detail changes.
Package 02 · Most requested
Process Automation
One internal process, redesigned and automated end to end.
For: Firms with a process held together by email, spreadsheets and somebody's memory.
What it feels like now
Onboarding, approvals, month-end and hand-offs between people stall, get chased by email and break when one person is away.
Where others stop
RPA scripts break when a screen changes, and automation sold per hour rarely redesigns the process first, so it automates the mess.
What we do
We redesign the process with the people who run it, then automate it from end to end with agents that work from the goal, and a person signing off where it matters.
- One process, from trigger to finished record
- A to-be process map your team agreed to
- Built on your systems' APIs and exports where they exist, with agents that adapt when a screen changes where they don't
- Dashboards showing where every item is
Where it fits
- Advice and wealth practices
- Onboarding and FICA, from the first email to the platform submission.
- Short-term brokers
- Renewal re-quoting across insurer portals into one comparison schedule, with the broker approving.
- Insurers, UMAs and funeral administrators
- Claims intake and document checks, with duplicates and anything suspicious flagged for a person.
- Medical-aid and gap-cover brokers
- Failed debit-order follow-up and member onboarding documents.
- Administrators and LISPs
- New-business, switch and withdrawal queues, through your own systems.
Package 03
FSP Back Office
The admin behind every client file, done by agents your team supervises.
For: Advice and wealth practices of 5 to 50 people.
What it feels like now
Onboarding and FICA, records of advice, annual review packs, commission reconciliation and re-keying the same client into three platforms eat one to two people's week.
Where others stop
Your compliance officer checks the work after it is done; advice software sits in silos; AI note-takers are built for US rules and sold per seat. The work itself still lands on your team.
What we do
We build agents that prepare the FICA pack, draft the record of advice from the meeting, assemble the review pack and reconcile commission, inside your own systems, with an adviser approving every output.
- Three to five back-office workflows, mapped and automated
- FAIS record-keeping and POPIA data design, with an audit log
- Templates in your house style, tuned on your real files
- Human approval on everything that reaches a client or a platform
Package 04
Client Work Agents
One agent that does one piece of client work properly.
For: Financial-services firms whose people spend their day preparing, answering and drafting for clients.
What it feels like now
Review packs, policy questions, proposals and meeting prep are skilled work done slowly, and most AI pilots that tried to help never left the pilot.
Where others stop
Agencies bill hours, build a generic chatbot and leave. RAND (2024) reports estimates that more than 80% of AI projects fail, twice the rate of other IT projects.
Sources: RAND: why AI projects fail (2024)
What we do
We pick one client job, redesign it with the people who do it, and build one agent that does it on your data, with a person approving what goes to the client.
- One agent, one client workflow, end to end
- Grounded in your documents, with the source shown for every answer
- A test set of your real cases and a scored evaluation
- Kill switch, audit log and fallback procedure
Package 05
Investment Models
A model built on your investment philosophy, that you can explain one trade at a time.
For: Boutique asset and wealth managers who select securities.
What it feels like now
Vendor scores are black boxes, generic factors ignore your process, backtests overfit, and JSE liquidity gets left out until it costs you.
Where others stop
Data vendors sell data, platforms sell a score, and contractors leave without documentation.
What we do
We build a signal and ranking model on your philosophy and data, test it honestly with JSE costs and capacity, run it live in shadow, and hand it over with the governance your investment committee needs.
- Pre-registered research plan and walk-forward backtests with JSE costs, on point-in-time data that keeps delisted names
- Capacity and liquidity analysis for your mandates
- Per-name explanations and an investment committee pack
- Model documentation and model-risk governance
How it works
Phase 0: information gathering. Here is what happens.
The first 10 hours are on us: no invoice and no obligation. At the end you keep the written findings whether or not you go ahead.
- Step 1
First call
Thirty minutes online. You tell us what isn't working; we ask how the work gets done today.
- Step 2
We read your log
You note what isn't working on our private form. An automatic email with your next steps arrives within a minute; the people assigned to your firm read the log itself within one working day.
- Step 3
An engineer at your office
Your engineer sits with the people doing the work and logs every problem as it really happens.
- Step 4
Assessment
What each problem costs you, what has to be in place first, and which package fits.
- Step 5
Findings and a fixed price
Written findings you keep either way, and one package at one fixed price if it is worth building.
Your log stays private
You write down what isn’t working on our confidential form. It is encrypted, read only by the people assigned to your firm, and never sent to an AI model or anyone else.
Next steps in a minute
As soon as you send the log, you get an email that says what we heard, which package fits, what we need from you, and how the three phases would run.
One engineer, on site
If you go ahead, a forward-deployed engineer works inside your firm two days a week through all three phases: one person who knows your files, your people and your systems.
Why fixed packages
We cost more than an hourly project. Here’s what that buys.
Most AI work billed by the hour never leaves the pilot. We price the outcome instead, and we carry the risk of getting there.
| Typical hourly project | A MAKGLOBAL package | |
|---|---|---|
| Price | An estimate, then change requests | Fixed before we start |
| Who builds it | Whoever is free that week | One named engineer, on your site |
| When you pay the last part | On delivery, whether it works or not | When the acceptance test agreed before Phase 1 passes |
| Who owns it | Often the vendor’s accounts and licences | Your company, from the start of Phase 1 |
| After handover | A support contract you need | Your team runs it; ongoing care is optional |
| Rules | Generic | Built around FAIS, POPIA and the cyber resilience Joint Standard |
Talk to a person
Want to know more before you start?
Ask us anything about a package, the price or how the three phases would run in your firm. You will speak to a person.
Leave your number on the free hours form and choose “call me back”. A person phones you within one working day.
Or email hello@makglobal.africa.
Claim your 10 free hoursQuestions
Questions people ask
How long does a package take?
Every package runs in three phases: develop, implement and hand over. We agree the dates for each phase with you in the first week, put them in the scope sheet you sign, and hold ourselves to them.
Why are you more expensive than other providers?
Because you are buying a working result with a test attached, not hours. The price includes redesigning the work with your people, building it on your accounts, an engineer on site through all three phases, training, documentation and handover. If it does not pass the acceptance test, you do not pay the last 30%.
What if it doesn’t pass the acceptance test?
We keep working on it at our own cost until it does. If it still doesn’t, the final 30% is never invoiced. The test is written with you before Phase 1 starts, so we both know what “working” means before any build starts.
Can we take two packages at once?
We run one at a time. The first is handed over and working before the second begins, and the second goes faster because we already know your firm. It keeps the price fixed and the focus on one result.
Is the confidential log really confidential?
Yes. It is encrypted before it is stored, only the people assigned to your firm can read it, it is never pasted into an AI tool, and the internal notice we send says only that a log arrived, not what is in it. We sign a mutual NDA before your visit.
Do you work outside financial services?
Not at the moment. Our references, templates and test sets are built for advice practices, wealth and asset managers, insurers, lenders and fiduciary firms, and the 10 free hours are for firms of five or more people.
What does the optional monthly fee cover?
Monitoring, model and API changes, fixes when a system you use changes, and a monthly review. It is month to month and cancellable on 30 days’ notice (Investment Models: 12-month minimum). Handover is designed so you can run everything without it.