Our products
Beyond advising, Treadstone ships its own software. Engage automates underwriting and opportunity-spotting; NOVA runs your sales pipeline by voice. Both are built to cut cost and lift output.
Why we build
up to 50%
of manual work removed in the functions we automate
40–55%
lower running cost in the departments we touch
3×
output per person once the tools are live
weeks
to first measurable savings, not quarters
Illustrative figures from our engagements; results vary by deployment.
Product · for banks, brokers & insurers
Engage reads the file, drafts the decision, and watches your whole book for the next opportunity — so your people spend their time on judgment, not data entry.
−63%
time to a decision
−41%
cost per file
+2.4×
files per underwriter
Application · FS-4821
Mortgage renewal · $640,000
Two products inside Engage
Pulls the numbers from statements and applications, drafts the credit or risk summary, flags what's missing, and keeps an auditable trail your compliance team can stand behind.
Continuously scans your existing book and pipeline for revenue you'd otherwise miss — upcoming renewals, cross-sell fits, and accounts going quiet — and hands your team a prioritized list every morning.
Renewal in 34 days
Client · Rivera Holdings
Cross-sell signal
Eligible for insurance add-on
At-risk account
No contact in 90 days
Jordan M.
New lead · reached in 12s
Priya S.
Follow-up · text + email sent
NOVA
Product · voice-command AI sales assistant
Tell NOVA what you need and it works the pipeline for you — a full CRM that manages your leads, contacts every prospect, and keeps every record current without you touching a keyboard.
−90%
lead response time
100%
of leads followed up
+35%
meetings booked
How we deploy
01
We connect Engage and NOVA to the systems you already run.
02
Tuned to your policies, your workflows and your tone of voice.
03
Your people stay in control — the AI does the work, humans approve.
From the desk
Book a demo and we'll benchmark them against what you run today.
