Financial Services — AI for Productivity, Compliance & Intelligent Operations

introduction

We deliver advanced data and AI solutions for the Wealth & Asset Management and Banking sectors, combining deep domain expertise with a clear understanding of regulatory, operational, and client-experience demands. Our focused approach provides firms with compliant, scalable, and high-impact AI capabilities that improve decision-making, enhance client engagement, and streamline complex workflows. By specializing exclusively in these industries, we stay ahead of financial services trends and deliver relevant, industry-grade innovation that helps institutions operate smarter and compete stronger in an AI-driven world.

our solutions

Wealth & Asset Management — AI for Productivity & Compliance

  • • AI powered co-pilot for wealth managers and family offices
  • • Automated regulatory oversight, policy search, and compliance workflows
  • • AI-driven insights, next-best-action, and custom reporting
  • • Monitoring and actioning of client + custodian communications
  • • Operational cost reduction through agentic workflows
  • • Smart assisted Portfolio Management and Billing
  • • Automated Custodial integrations and corporate actions

Deposits — AI for Fraud Prevention and Deposit services

  • • Intelligent fraud detection, anomaly monitoring, and alerts
  • • Payments automation — ACH, wires, Zelle
  • • AI-enhanced treasury management workflows

Lending — AI-Driven Origination & Underwriting

  • • Digital loan origination and AI-powered credit scoring
  • • AI-driven underwriting, risk modeling, and decisioning
  • • Automated mortgage origination workflows

Core Migration and Abstraction — AI Powered Data Reconciliation and Migration

  • • Seamless migration to modern core banking platforms
  • • Automated data lineage, recon, governance, and compliance checks
  • • Create test data using AI for end to end testing
  • • Core deposit system abstraction for Vendor decoupling and digital modernization

Client Onboarding & Support — Faster, Easier, AI-Powered Experiences

  • • Digital KYC/AML with Document AI
  • • Conversational onboarding assistants for faster activation
  • • End-to-end onboarding tied to downstream account setup
  • • Call Center co-pilot with enhanced AI knowledge base

Document Management — AI enabled doc lifecycle with intelligent search and compliance

  • • Self-serve, templatized document generation
  • • Intelligent document search using metadata, classification, and extraction
  • • Secure storage, vectorization, and AI-based compliance validation