Asset and Wealth Management

Capitalise on investment opportunities rapidly through AI-augmented operations

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Possible use cases for your business needs

Portfolio monitoring and reporting

Portfolio monitoring and reporting

Get portfolio data you can use and trust

Client onboarding

Client onboarding

Create a smooth and compliant digital client onboarding experience

Automated Credit Analysis

Automated Credit Analysis

Pipe data into your credit models directly from financial statements and prospectuses

Challenges in Asset and Wealth Management

Investment managers are having a hard time taking control and maximizing the vast amounts of data available for business intelligence, investment decisions and client acquisition. Why?

  • Fragmented, diverse information sources

    Fragmented, diverse information sources

  • Poor data quality and inconsistencies

    Poor data quality and inconsistencies

  • Manual or outsourced data operations and infrastructure

    Manual or outsourced data operations and infrastructure

We deliver real competitive advantages to your business

Faster data-to-action

Faster data-to-action

Configurable AI models ingest data in real-time, allowing asset managers to arrive at investment insights and decisions faster than ever before

Stronger data foundation

Stronger data foundation

Upgrade your tech infrastructure by consolidating all your data and knowledge into a centralised, cloud-based knowledge platform

Deeper investment capacity

Deeper investment capacity

Overlay your data platform with investment analytics, tools and governance controls

Better customer experience

Better customer experience

Single client platform to deliver an enjoyable onboarding journey and ongoing, high quality engagement

See how Asset And Wealth Management firms reap substantial benefits through the adoption of AI

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Case Studies

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