AI Solutions
AI for Financial Services
We help wealth managers, family offices, and asset managers automate operations, accelerate decision-making, and strengthen compliance—while maintaining the confidentiality your clients expect.
Who We Work With
Specific Use Cases
Automated Client Reporting
Typical timeline: 4-6 weeks
The Problem
Analysts spend 15+ hours per week manually compiling portfolio reports for clients.
Our Solution
AI extracts data from multiple sources, generates personalized reports with commentary, and delivers them automatically.
Expected Outcome
80% reduction in report preparation time. Analysts focus on insights, not formatting.
Due Diligence Acceleration
Typical timeline: 6-8 weeks
The Problem
Investment due diligence takes 2-3 weeks per opportunity, limiting deal flow capacity.
Our Solution
AI analyzes financial statements, news, regulatory filings, and market data to produce initial DD reports automatically.
Expected Outcome
Initial screening reduced from days to hours. Team evaluates 3x more opportunities.
Compliance Monitoring
Typical timeline: 8-10 weeks
The Problem
Regulatory requirements keep expanding. Manual monitoring misses issues until audits.
Our Solution
AI continuously monitors transactions, communications, and documents for compliance violations, flagging issues in real-time.
Expected Outcome
Proactive compliance instead of reactive. 90% reduction in audit findings.
Market Intelligence
Typical timeline: 4-6 weeks
The Problem
Staying current with market movements, news, and regulatory changes is overwhelming.
Our Solution
AI monitors thousands of sources, extracts relevant insights, and delivers personalized briefings to each portfolio manager.
Expected Outcome
No more missed signals. PMs start each day with relevant intelligence.
Built for Financial Services Compliance
Data Sovereignty
All data stays within your infrastructure. We can deploy fully on-premise with no external API calls.
Regulatory Compliance
GDPR, MiFID II, and AI Act compliant by design. Full audit trails for every AI decision.
Bank-Grade Security
End-to-end encryption, access controls, and security practices that meet institutional requirements.
European Expertise
We understand European financial regulations. No surprises with cross-border data flows.
Ready to explore AI for your firm?
We'll discuss your specific challenges and show you what's possible—with full respect for the confidentiality requirements of financial services.
Schedule a Confidential Discussion