I am Scott Grant and this is FISENT

Who Is Fisent

Fisent Technologies builds BizAI, an agentic AI platform for what it calls "the last mile of enterprise automation" — the unstructured, judgment-heavy content work (reading, classifying, extracting, verifying) that sits between systems and has historically needed a human. Founded 2021 in Toronto, ~15 employees, sharply focused on regulated industries: banking, lending, insurance, wealth management, plus healthcare, manufacturing, and energy. Mission, in their own words: "Enabling enterprises to capture the transformative value of Generative AI today."

The MechanismSix Intelligent Actions

BizAI performs six core actions on enterprise content: Classify, Split, Extract, Tabulate, Verify, Analyze — bridging enterprise applications and large language models.
Confidence Scoring via proprietary multi-model similarity techniques, a GenAI Efficacy Framework (GEF) to pick the right model per use case, full model/host flexibility (no lock-in to one LLM or cloud), and Zero Data Retention as the default posture.
BizAI Studio, launched as a self-service, no-code portal — business teams build and refine their own automations without an IT development queue.

Momentum, 2025The Numbers That Matter

206% year-over-year total revenue growth; 365% growth in recurring/licensing revenue.
173% Net Revenue Retention, and zero customer churn over three years — a company doesn't get these numbers from hype.
Average 3+ BizAI deployments per customer; 90% of customers added at least one new use case in 2025; 100% of existing customers had already identified more use cases for 2026.
Combined customer base generates over $30 billion in annual revenue — these are large, real enterprises, not pilots with small companies.

Funding$6.3M Raised, Credible Backers

$2M seed round (Pegasystems, Cloudberry Ventures) → $4.3M first priced venture round, August 2026, led by FINTOP — a fintech-focused VC anchored by a strategic LP network of roughly 100 banks and financial institutions — with continued investment from Pegasystems. Total to date: $6.3M USD ($8.8M CAD).
John Philpott, Partner at FINTOP, joined Fisent's board as part of the round — meaning Fisent's own cap table is itself a warm-referral network inside the financial-services buyers it sells to.

Recognition — Stated PreciselyReal, Not Overstated

Named to KMWorld's 2025 100 Companies That Matter Most in Knowledge Management and the 2025 KMWorld AI 100 list; won the LaunchPad "Impact Award" at PegaWorld 2025 for the most significant, measurable business value in enterprise automation.
Featured in press (Forbes, Fortune, ZDNet) and referenced in analyst research from Deep Analysis, IDC, and Celent.
Honest caveat: Fisent's own marketing calls it "a Leader in Applied GenAI Process Automation" — no formal analyst "Leader" ranking (e.g., a Gartner Magic Quadrant placement) was found to back that specific phrasing. Its real leadership case rests on the award, the press, the retention numbers, and the named customer results above — which is a strong case on its own; don't overstate it into something an analyst firm hasn't actually said.

Leadership

A three-person named leadership team, all with deep financial-services roots — consistent with a company built specifically for regulated-industry trust, not a generic AI startup that later found finance as a vertical.

Name	Role	Background
Adrian Murray	Founder & CEO	10+ years in financial-services technology and operations; previously an executive at a digital bank leading its end-to-end technology infrastructure; earlier co-founded an online education technology startup. Founded Fisent in 2021, originally to automate KYC/customer-onboarding document processing (the product that became BizAI's foundation).
Brent Baiotto	Chief Operating Officer	25 years in financial services — executive roles at Bank of America, Countrywide Bank, and MUFG; also consulted for Fortune 100 companies at KPMG. Owns growth, project management, M&A, and risk management.
Jeff Irving	Chief Technology Officer	20 years building and delivering enterprise technology across the full application lifecycle — product design, development, delivery, and support.

No named VP of Sales, Channel, or Partnerships was found publicly — for a 15-person company running its first priced venture round, that's plausible rather than a gap to be alarmed by. In practice, this likely means channel strategy conversations run through Murray or Baiotto directly, at least for now — a real advantage for an early channel rep, since it means direct access to the people who can actually say yes.

10 Reasons Fisent Matters to Enterprise Clients

What actually lands with the buyer inside a regulated enterprise — each grounded in a real, sourced fact, not a generic AI pitch.

It automates the "last mile," not just structured data entry

The unstructured, judgment-heavy steps between two systems — reading, classifying, verifying — that RPA never fully solved.

Proven, quantified ROI

90% error reduction and 70%+ faster processing at Aruba Bank; 98% accuracy at AEGIS London; orders processed in as few as 4 minutes at Westinghouse.

No AI vendor lock-in

Full model and infrastructure-host flexibility — customers choose which LLM and where it runs, a real hedge as the AI market keeps shifting.

Zero Data Retention by default

A concrete, structural answer to the data-security objection that stalls most GenAI pilots in regulated industries.

Built by people who've lived the compliance problem

40+ combined years of financial-services and technology experience across the founding team — not a generic AI wrapper retrofitted to finance.

Plugs into what enterprises already run

Pre-built connectors to Pegasystems, Salesforce, Microsoft, AWS, SAP, Oracle, and ServiceNow — augmenting existing investment, not forcing a rip-and-replace.

Removes the IT bottleneck

BizAI Studio's no-code, self-service builder lets business teams deploy and refine automations without waiting in a development queue.

Land small, expand fast

Customers average 3+ deployments each; 90% added a new use case in a single year — value compounds instead of plateauing after project one.

Retention that only comes from real value

173% Net Revenue Retention and zero churn in three years — customers keep finding more to automate, not just renewing out of switching cost.

Capital that understands the buyer

FINTOP's investor network alone represents roughly 100 banks and financial institutions — Fisent's cap table doubles as a reference network in the exact industries it sells to.

10 Reasons Fisent Makes Sense in the Channel

The case to make specifically to a CDW or Connection sales floor — why partnering with a 15-person startup is a real opportunity, not a risk.

One of your own is already a live reference

Connection itself runs BizAI internally for sales-order-to-PO matching, with roughly a dozen more automations planned — that's an operational proof point, not a borrowed case study.

Additive, not competitive

Fisent plugs into Pega, Salesforce, Microsoft, AWS, SAP, Oracle, and ServiceNow environments a reseller already sells and services — a new revenue line on infrastructure you already own the relationship for.

A real partner structure already exists

Advisory, Product, and Implementation partner tiers are already formalized — Fisent has done this before, even at this stage.

High attach potential

Anywhere you're selling or servicing Pega, Salesforce, or a major ERP/CRM implementation, there's a natural opening to attach a BizAI automation scope.

Recurring-revenue economics

173% NRR and zero churn in three years means a sold deal is a durable, expanding revenue stream — not a one-time hardware-style transaction.

Ground-floor territory

At 15 employees and its first priced venture round, an early channel partner can shape the relationship and own real pipeline before the market crowds in.

Credible capital reduces the viability objection

FINTOP and Pegasystems as investors is a real answer in a boardroom to "will this vendor still be here in two years."

Deals expand on their own

Average 3+ deployments per customer, 90% adding a new use case within a year — a signed deal is a starting point, not a ceiling, for follow-on reseller revenue.

It matches your enterprise base exactly

Banking, lending, insurance, wealth management, healthcare, manufacturing, energy — sectors where CDW and Connection already carry deep enterprise and public-sector accounts.

A vendor small enough to actually show up

Fisent's own leadership — not a tier-3 support queue — is reachable for co-selling and joint account planning, a real edge over a bloated enterprise vendor's channel program.

Case File — CDW vs. Connection: Two Different Openers

Connection is a warm door: they already run BizAI internally, so the opener is "you trust this enough to run your own order processing on it — let's talk about what that means for your clients." CDW has no confirmed Fisent relationship at all — a clean-slate, cold-open account where the pitch has to lean entirely on the Aruba Bank, AEGIS London, and Westinghouse proof points instead of an internal reference.

Who to Target, and How to Open

Two layers here: the titles a reseller's own sales reps should target inside their enterprise clients, and how you personally open the door with CDW and Connection's own partnership teams.

Champion TitlesWho Feels the Pain

COO / Head of Operations / VP Shared Services
Chief Data Officer / Chief AI Officer
VP Loan Operations / Servicing (lending)
VP Underwriting / VP Claims (insurance)
Director of Process Excellence / Continuous Improvement
Head of Intelligent Automation / RPA Center of Excellence

Approver / Compliance TitlesWho Signs Off

Chief Compliance Officer / Head of Regulatory Affairs — especially given Zero Data Retention as a selling point
CIO / CTO — the technical gatekeeper, usually not the initiating champion
VP Customer Experience / Customer Operations — where "faster, more accurate processing" shows up as a customer-facing metric

01 Opening the door at Connection 02 Opening the door at CDW 03 Reseller rep → enterprise client

Opening the Door — Connection

Warm

Lead with their own operational use — it's more credible than any external case study.

YOU —You're already running Fisent's BizAI internally for order-to-PO matching, with more automations planned. I'd like to talk about what it would look like to put that same capability in front of your enterprise clients — not just use it yourselves, but sell it. What would that conversation need to look like on your side?

Opening the Door — CDW

Cold

No internal reference here — lean on the named, quantified customer results instead.

YOU —A Fortune 1000 IT solutions provider is already running our platform internally for its own order processing — a peer of yours, not a hypothetical. Separately, we've got a bank cutting document-processing errors 90% post-acquisition, an insurer hitting 98% accuracy on endorsement processing, and a manufacturer processing orders in 4 minutes. I'd like 20 minutes with whoever owns emerging-vendor partnerships to see if this fits your enterprise AI practice.

Reseller Rep → Enterprise Client

Enablement

The script you're actually equipping CDW/Connection's own sales floor to use.

YOU —Where in your operation is a person still reading a document, deciding what it is, and typing what matters into another system? That's the exact gap Fisent's BizAI closes — and it plugs into the Pega, Salesforce, or ERP environment you already have, so it's not a rip-and-replace. One of our own peers cut processing time and errors dramatically doing exactly this — want to see where it maps onto your process?

Deal Economics

Stated plainly: Fisent has not publicly disclosed pricing or average contract value anywhere found in this research. What follows is what the evidence actually supports, and a clearly-labeled estimate — not a company-confirmed number. Get the real figure from Fisent's own sales or finance leadership before quoting anything to a partner.

What We KnowThe Real Data Points

Combined customer base generates over $30 billion in annual revenue — large, Fortune 250/1000-class enterprises (Connection, Westinghouse) alongside mid-size regional players (Aruba Bank via Orco Group, AEGIS London, CMG Financial).
Average 3+ deployments per customer, with land-and-expand behavior confirmed (90% add a new use case within a year) — meaning first-contract value is a floor, not the ceiling.
Total company funding to date is modest ($6.3M) relative to its enterprise customer profile — consistent with a capital-efficient, high-NRR business model rather than one burning cash to buy revenue.

Reasoned Estimate — Not ConfirmedA Range to Work From

Based on comparable enterprise intelligent-document-processing and agentic-AI platforms selling into similarly regulated, large-enterprise accounts, initial engagements in this category commonly land in the ~$75K–$400K+ annual contract value range for a first 1–3 use cases, scaling upward as deployments expand.
Given Fisent's average of 3+ deployments per customer, a mature account's total annual value plausibly runs meaningfully higher than its first-year contract — but this is inference from category comparables, not a disclosed Fisent figure.

The Sales Deck

A first deck to walk a room of reseller sales reps through — ten slides, in order. Copy this straight into slideware, or present from this page.

I am Scott Grant. This is Fisent.

Fisent Technologies — agentic AI for the last mile of enterprise automation.
Why I'm in this room: to show you a product your clients already need, that one of your own peers already runs.

The Problem

Regulated enterprises still have people manually reading, classifying, and reconciling unstructured content between systems.
RPA automated the clicks. It never solved the judgment calls in the middle.

The Solution — BizAI

Six intelligent actions: Classify, Split, Extract, Tabulate, Verify, Analyze.
Model/host flexibility, Zero Data Retention by default, and BizAI Studio — a no-code builder for non-technical teams.
Plugs into Pega, Salesforce, Microsoft, AWS, SAP, Oracle, ServiceNow — systems you already sell.

Proof — Named Results

Aruba Bank (Orco Group): 90% fewer errors, 70%+ faster processing, up to 10,000 documents/day.
AEGIS London: 98% accuracy on insurance endorsement processing.
Westinghouse: orders processed in as few as 4 minutes.
Connection: already running BizAI internally for order-to-PO matching, with ~12 more automations planned.

Momentum

206% YoY revenue growth, 365% YoY recurring revenue growth in 2025.
173% Net Revenue Retention, zero churn in three years.
$6.3M raised, backed by FINTOP (a ~100-bank LP network) and Pegasystems.

Who to Target

Champions: COO, Head of Operations, Chief Data/AI Officer, VP Loan Ops, VP Underwriting/Claims, Head of Intelligent Automation.
Approvers: Chief Compliance Officer, CIO/CTO, VP Customer Experience.

How to Open the Conversation

"Where in your operation is a person still reading a document and typing what matters into another system?"
Lead with the peer proof point (Connection) before the external case studies.

Why This Deal Grows

Average 3+ deployments per customer; 90% add a new use case within a year.
A signed deal is a starting point for recurring, expanding reseller revenue — not a one-time sale.

What We're Asking For

One co-sell pilot: pick 1–2 target accounts in banking, lending, insurance, or manufacturing.
A warm introduction to your partnership/alliances team to formalize an Advisory, Product, or Implementation partnership.

Next Steps

This week: a 30-minute technical walkthrough of BizAI with your solutions engineers.
This month: name the first joint target account.

The RACE Plan — Reach, Act, Convert, Engage

Your own execution loop as the channel rep carrying this into CDW and Connection.

Connection starts warm (they're already a customer); CDW starts cold. Run both loops in parallel, not sequentially.

01 · ReachGet the Meeting

Connection: lead with their own internal BizAI use. CDW: lead with the Aruba Bank/AEGIS/Westinghouse proof points and ask for whoever owns emerging-vendor or AI-practice partnerships.

02 · ActDeliver the Deck, Name Targets

Present the 10-slide deck (tab 07); leave with 1–2 named candidate accounts in banking, lending, insurance, or manufacturing to co-sell into.

03 · ConvertSign the Partnership

Formalize as an Advisory, Product, or Implementation partner — whichever fits how that reseller actually engages clients.

04 · EngageExpand the Motion

Use the land-and-expand pattern (avg. 3+ deployments/customer) to justify going account-team by account-team, not stopping at one pilot.

Sources

Company facts, leadership bios, product mechanics, funding, and 2025 performance statistics come directly from fisent.com (homepage, About, Case Studies, 2025 Year in Review, and the August 2026 funding announcement) and independent press coverage (BetaKit, FinSMEs, citybiz, PRWeb, NCFA Canada) — not guessed. The "Leader" framing is explicitly checked and caveated: no formal analyst "Leader" ranking was found; the real, verifiable recognition is the KMWorld 100/AI 100 listings, the PegaWorld 2025 award, and press/analyst-report mentions. Fisent's pricing and average contract value are not publicly disclosed anywhere found — the deal-economics section states this plainly and offers a labeled estimate from category comparables, not a company-confirmed figure. No public evidence of an existing CDW–Fisent relationship was found; Connection's relationship is confirmed directly via Fisent's own case-study page. Verify current leadership, partner-program terms, and case-study details directly with Fisent before a live partner conversation.

I am Scott Grant.This is FISENT.