Source: [Financial operations services](https://fireflysoftware.io/services/)

Description: CreditOS, UnderwritingOS, ClaimsOS, PolicyOS, RiskOS, and the other Firefly services for banking, insurance, and financial operations.

Language: en

[Home](https://fireflysoftware.io/)/Services

# Choose an operation and agree what counts as done.

Ten services cover the work behind financial products. We run each one fully digitally, with AI agents, under an agreement that says what gets completed.

[Book an operations review](https://fireflysoftware.io/contact/) [See how we operate](https://fireflysoftware.io/how-we-operate/)

## Banking and lending

Flagship

### CreditOS · Credit Operations

From loan application to a complete credit file.

Unit of work An accepted credit file

[Explore CreditOS](https://fireflysoftware.io/services/creditos/)

### ServicingOS · Loan Servicing Operations

Daily servicing after funding, through to a confirmed outcome.

Unit of work An active loan account, serviced for the month

[Explore ServicingOS](https://fireflysoftware.io/services/servicingos/)

### CollectionsOS · Arrears and Collections Operations

Accounts in arrears, each worked under your treatment rules.

Unit of work An account under management

[Explore CollectionsOS](https://fireflysoftware.io/services/collectionsos/)

## Insurance

Flagship

### UnderwritingOS · Insurance Underwriting Operations

Broker submissions, cleared and completed before underwriting.

Unit of work A complete submission, ready for your underwriter

[Explore UnderwritingOS](https://fireflysoftware.io/services/underwritingos/)

### PolicyOS · Policy Operations

Issuance, endorsements, renewals, and cancellations, completed and reconciled.

Unit of work A completed policy transaction

[Explore PolicyOS](https://fireflysoftware.io/services/policyos/)

### ClaimsOS · Claims Operations

The claims stages you choose, worked on a complete, documented file.

Unit of work A completed claims stage

[Explore ClaimsOS](https://fireflysoftware.io/services/claimsos/)

## Shared operations

### OnboardingOS · Customer and Business Onboarding

Onboarding and refresh cases, evidenced and ready for review.

Unit of work A completed onboarding or refresh case

[Explore OnboardingOS](https://fireflysoftware.io/services/onboardingos/)

### ReconcileOS · Reconciliation Operations

Reconciliations closed at every cutoff and ready for sign-off.

Unit of work A closed reconciliation cycle

[Explore ReconcileOS](https://fireflysoftware.io/services/reconcileos/)

### FinancialCrimeOS · Financial Crime Operations

Alerts and reviews, investigated and written up for your compliance team.

Unit of work An accepted investigation

[Explore FinancialCrimeOS](https://fireflysoftware.io/services/financialcrimeos/)

### RiskOS · Risk and Actuarial Operations

Close and model cycles, completed with evidence your reviewers can check.

Unit of work A completed close or model cycle

[Explore RiskOS](https://fireflysoftware.io/services/riskos/)

How you buy

## You buy each service by its unit of work.

The unit is something your team already counts: a credit file, a policy transaction, an investigation, a reconciliation cycle. Before transition, we agree the inputs, acceptance criteria, and service levels with you.

- A credit file, a submission, or a policy transaction
- A reconciliation cycle
- A close or model cycle

## Start with one scope and expand on evidence.

Pick one process, product, or portfolio with a named owner on your side. Expand the service when delivery quality, integration, and the economics support the next step.

## Your service schedule says who does what.

It sets out the work we run, the decisions your institution keeps, the systems involved, and who resolves each exception. We also confirm the features and delivery coverage there.

Your first operation

## Bring us one operation.

Tell us the process, the volume, and what “done” looks like. We will come back with a scope, a deployment plan, and a proposal.

[Book an operations review](https://fireflysoftware.io/contact/) [Request a demo](https://fireflysoftware.io/contact/?request=demo)