Keel | The Platform Partner for Modern Financial Firms

What We Do

Keel is an AI-native services platform for financial firms.

We combine studio-led delivery, a platform layer built into your environment, and managed infrastructure into one accountable partner. Most firms juggle separate vendors for cloud, data, documents, and workflow. We treat them as one problem and take ownership of the result.

We're Microsoft-first across platform and infrastructure because that's where most financial firms already live, and we extend beyond Microsoft wherever the work calls for it. We're guides, not advisors. We don't hand off a plan and walk away. We guide, build, and ship alongside your team, accountable for the outcome, not just the advice.

The Keel Stack

Everything Keel does runs through three layers, each reinforcing the others.

What We Deliver

Services

Keel Studios are built around outcomes, not headcount, and led by experienced architects accountable for the work end-to-end. Studios design and build custom applications, AI systems, integrations, data architectures, migrations, and automations. They guide firms through strategy, build the solution, and ship it into production. AI-native from the inside out, which is what makes the studio model real.

Platform

The platform is where the work gets done, and it's Microsoft-first by design. Microsoft 365 is the productivity backbone, with SharePoint as the document and collaboration layer. Azure is the runtime. Entra is the identity layer. On top of that foundation, Keel builds the data structures, workflows, automations, integrations, and AI capabilities that make the firm's platform actually work as one system. Foundry and Deck are Keel's solutions in this layer. Every engagement produces platform assets that live in your environment and compound over time.

Infrastructure

Cloud, security, identity, and operational governance, designed and operated on Microsoft. We chose Microsoft because it's the strongest foundation for financial firms that want one coherent platform instead of a dozen disconnected tools, and because it's where the firms we serve already live. Microsoft-first is a strategic commitment, not a default.

Learn more about the Keel Stack →

Solutions

Keel builds AI-native solutions that financial firms use directly. Each one reimagines how critical work gets done, replacing legacy tools and manual processes with intelligent, automated alternatives that live in the firm's own Microsoft environment.

Foundry

Structured intelligence for your firm's data and documents.

Every financial firm sits on years of accumulated data, documents, and institutional knowledge, most of it unstructured, unsearchable, and underused.

Foundry processes documents at scale, extracts context and metadata, classifies content, and delivers structured output directly into SharePoint and the firm's Microsoft environment. It turns raw material into something usable so your data and documents actually work for the firm.

Source → Extract → Forge → Deliver

Learn more about Foundry →

Foundry application showing document source connectors

Deck

The system of action for your firm's digital work.

Deck orchestrates automated work across the systems your firm already uses and surfaces the results in your own Microsoft environment. Every job carries a full manifest of what happened, what succeeded, what needs attention, and why. Your team can see, investigate, and act without filing a ticket or logging into another application.

Learn more about Deck →

Why Firms Work With Keel

Financial firms usually bring us in when:

They've invested heavily in Microsoft but are using a fraction of what it can do
AI is on the agenda but no one knows where to start or how to make it real
The firm knows it needs to change but isn't sure what direction to take
Data, documents, and institutional knowledge are trapped in systems nobody can search
The platform has grown fragmented, with tools, manual tasks and workarounds scattered everywhere
Vendors bring advice, but no one owns execution
Growth is outpacing the firm's operational foundation

This is the platform layer that's missing. The connective tissue that turns infrastructure, data, documents, and workflow into one system the firm can actually run on.

Who We Work With

Keel partners with financial firms that:

Want one platform that works, not a dozen that don't
Need a services partner who gets the most out of the Microsoft investment they already have
Recognize AI is table stakes, not just a technology to deploy
Realize the unlocked potential in their firm's data and documents
Are ready to automate the firm's workflows
Want a partner who guides the execution, not just presents a strategy

If your firm wants ideas, there are plenty of advisors. If your firm wants a platform that actually works, there is Keel.

We design, build, and operate the platforms financial firms depend on.