AI Solutions
AI for Financial Services
We help wealth managers, family offices, and asset managers automate reporting, due diligence, and compliance—so your team focuses on relationships and returns, not manual processes.
Who We Work With
Specific Use Cases
Automated Client Reporting
Typical timeline: 4-6 weeks
The Problem
Monthly reports take days to compile. Analysts pull data from multiple systems manually.
Our Solution
AI aggregates portfolio data, generates personalized reports, and highlights key changes automatically.
Expected Outcome
Report generation reduced from days to hours. Analysts focus on insights, not formatting.
Due Diligence Automation
Typical timeline: 6-8 weeks
The Problem
Due diligence on new investments requires reviewing hundreds of documents manually.
Our Solution
AI extracts key data points, flags risks, cross-references databases, and generates summary reports.
Expected Outcome
Due diligence time reduced 60%. More consistent analysis. Fewer missed red flags.
Compliance Monitoring
Typical timeline: 8-10 weeks
The Problem
Regulatory requirements change constantly. Manual monitoring is slow and error-prone.
Our Solution
AI monitors regulatory changes, checks portfolio compliance in real-time, and alerts on breaches.
Expected Outcome
Continuous compliance monitoring. Breach detection time reduced from days to minutes.
Market Intelligence
Typical timeline: 6-8 weeks
The Problem
Market analysis relies on expensive third-party reports and manual research.
Our Solution
AI monitors news, filings, and market data to surface relevant insights and emerging trends.
Expected Outcome
Real-time market intelligence. Faster reaction to opportunities. Better-informed decisions.
Compliance & Security
Data Sovereignty
All data stays in European infrastructure. Full control over data residency.
Regulatory Ready
Built for MiFID II, GDPR, and AI Act compliance from day one.
Bank-Grade Security
Encryption, access controls, and audit trails that meet financial industry standards.
European Standards
Designed for the European regulatory landscape and cross-border requirements.
Ready to modernize your operations?
We'll assess your workflows and show you where AI delivers the highest return for your firm.
Schedule a Consultation