Service area
See how New York's financial and insurance operations really work — then automate what should be.
Dataken works with organizations in New York, New York that need to know how their people actually perform work before deciding what to automate. We do task mining at the desktop level — measuring applications, steps, handoffs, rework, and time — then quantify where AI and automation pay, implement it through OLi, and measure the result.
New York desktop work is dominated by regulated, document-heavy processes — trade support, claims adjudication, underwriting, deal diligence, and compliance review. These are exactly the workflows where the gap between the documented process and the actual process is widest, because analysts build private spreadsheet and terminal workarounds that no process map ever captures.
How Dataken serves New York: Dataken, Inc. is headquartered in the Dallas–Fort Worth metroplex, Texas — our only office. OLi is desktop software deployed to your endpoints, so New York engagements are delivered remotely. On-site sessions can be arranged by agreement.
What Dataken does for New York organizations
Measure the work first. Automate second.
Most AI consulting starts with an interview: tell us your problems. Dataken starts with measurement — task mining and process intelligence built from a first-party activity graph in production since 2020, across more than 10 billion activity records. A New York engagement runs six steps.
- 01
Observe how work is actually performed
Task mining at the desktop level — applications used, steps taken, durations, and variation between people doing the same job. Measured, not interviewed.
- 02
Identify bottlenecks, rework, handoffs and friction
The activity graph surfaces duplicate work, decision delays, over-complicated steps, and the private workarounds that never appear in a process map.
- 03
Quantify the opportunity and the ROI
Every finding carries a measured frequency and duration across the population, so the business case is arithmetic rather than estimate.
- 04
Determine where AI, automation, or agents actually make sense
Prioritized by volume, repeatability, and measured cost — which also means saying plainly which processes should be eliminated rather than automated.
- 05
Implement it — not just deliver a strategy deck
OLi ships to the desktop and acts at the point of work, surfacing the right knowledge, content, or completed action in the moment.
- 06
Measure the result afterward
The same activity graph that produced the baseline measures the change. 10% more productive time in 30 days, or the engagement is not billed.
Where OLi fits in New York
The sectors that carry this metro’s desktop work.
- Financial services & capital markets
- Insurance
- Media & publishing
- Legal & professional services
- Healthcare systems
Questions from New York
Frequently asked
- Does OLi work for regulated financial-services teams in New York?
- Yes. OLi's activity graph is anonymized at capture and inference runs inside a per-tenant boundary, which is the configuration most New York banking, insurance, and capital-markets compliance teams require before approving desktop instrumentation. Dataken supports SOC-2-aligned review and per-tenant data residency discussions during procurement.
- Does Dataken have an office in New York?
- No. Dataken, Inc. is headquartered in the Dallas–Fort Worth metroplex, Texas, and serves New York organizations remotely. OLi is desktop software deployed to your endpoints, so delivery, rollout, and support are performed remotely; on-site sessions can be arranged by agreement.
- How do New York teams start with OLi?
- Start with a 30-minute demo. Deployment scopes to a single operational function first, runs against a baseline agreed at kickoff, and carries the 10%-more-productive-time-in-30-days commitment.
See OLi against your own New York workflows.
10% more productive time in 30 days. Or you don’t pay.
Book a 30-minute demo