OUR SERVICES
AI Automation and Operations Support
Tailored to Your Business
Choose the model that fits your needs. Intelligent automation, expert remote teams, or both. Every solution is built around your specific workflows and industry.
FLEXIBLE SOLUTIONS
Three Ways to Engage Forma
Every engagement is built around your workflows. Start where you are today. Scale when you're ready.
AI Agents
Intelligent workflows for your most time-consuming operations
- Custom-built to match your exact processes and tools
- Email processing, data extraction, document creation, CRM updates
- Run fully automated or with human approval checkpoints
- Deployed in 2 weeks. Measurable ROI in 30 days.
Best For
Teams that want to scale output without adding headcount
Remote Teams
Vetted experts built around your workflows and tools
- Recruited, onboarded, and managed entirely by Forma
- Back-office processors, chat agents, dialers, ops support
- US-architected strategy with global delivery network
- Performance managed. You focus on the work that matters.
Best For
Businesses that need dedicated people without direct-hire complexity
Hybrid Solution
The complete managed operations model
- AI handles the repetitive. Humans handle the judgment calls.
- Quality control and exception management built into every workflow
- More scalable than teams alone. More accurate than automation alone.
- The most cost-effective path to operational excellence.
Best For
Businesses ready to fully optimize their operations end-to-end
Not sure which fits?
INDUSTRIES WE SERVE
Built for Your Industry
PRIVATE LENDERS
Spend Your Time on Decisions, Not Paperwork
Every deal is unique. The collateral, the borrower, the risk. None of it fits a template. Your job is making smart lending decisions, not chasing documents and updating spreadsheets. We handle the operational work so you can spend your time where it actually matters.
What We Automate and Handle
- ✓Deal intake and initial document collection
- ✓Borrower data extraction and CRM entry
- ✓Preliminary underwriting support
- ✓Draw request processing and tracking
- ✓Portfolio monitoring and reporting
- ✓Compliance checks and audit trails
What This Looks Like in Practice
A new deal comes in. Documents are automatically collected, data is extracted and verified, and a complete borrower profile is ready in your CRM. No one on your team has to touch it.
FUND MANAGERS
Spend Less Time on Operations. More Time on Performance.
Managing capital is complex enough without your team buried in investor reporting, compliance documentation, and back-office administration. We handle the operational layer so you can focus on what drives returns.
What We Automate and Handle
- ✓Investor reporting and capital account updates
- ✓Document processing and data extraction
- ✓Compliance monitoring and audit preparation
- ✓Capital call and distribution processing
- ✓Back-office reconciliation
- ✓Investor communication support
What This Looks Like in Practice
Investor reports that used to take your team two days to compile are generated automatically. Accurate, formatted, and ready to send.
MEETING PLANNERS
Get Back the Hours You're Losing to Admin Every Week
Whether you're an independent planner or running a full team, administrative work is eating into the time you should be spending on your clients and events. We handle the back-office so you can focus on what you do best.
What We Automate and Handle
- ✓Accounting, bookkeeping and AR reconciliation
- ✓Client and prospect outreach and follow-up
- ✓Pipeline and CRM management
- ✓Document creation and reporting
- ✓Email management
What This Looks Like in Practice
Your post-event reconciliation, client follow-ups, and pipeline updates happen automatically. Monday morning starts with a clean slate, not a backlog.
FINANCIAL SERVICES
Eliminate the Manual Work Slowing Your Operations Down
Financial services operations run on accuracy and speed. Manual data entry, reconciliation, and compliance tasks create bottlenecks that cost time and money. We automate and manage these processes so your team focuses on higher-value work.
What We Automate and Handle
- ✓Data entry and document processing
- ✓Reconciliation and exception management
- ✓Compliance checks and audit trail maintenance
- ✓Reporting and dashboard updates
- ✓Client communication and follow-up
- ✓Custom back-office workflows
What This Looks Like in Practice
Reconciliation that used to take your team half a day runs overnight automatically. Exceptions flagged, reports ready, nothing missed.
GET STARTED
Not Sure Which Service Fits Your Needs?
Every engagement starts with a conversation. Tell us about your operations and we'll recommend the right solution. Automation, a remote team, or both.