85%

Platform onboarding acceleration

100X

Client onboarding acceleration

5X

Financial Advisor onboarding acceleration

 

Wealth management firms redefine the operating model with generative AI: Don't miss the shift

Discover how GenAI is revolutionizing wealth management, from conversational assistants to investment intelligence, report generation, and customer satisfaction.

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Embedded finance: Unlocking new revenue streams in everyday interactions

Explore how to integrate financial services into everyday platforms using embedded finance. Learn about market growth, technological enablers, regulatory challenges, and strategic opportunities for fintech and traditional businesses.

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Everything financial organizations need to know about cybersecurity in the cloud and DevOps era

Learn actionable cybersecurity strategies for financial institutions: zero-trust implementation, cloud security, DevSecOps integration, and enhanced threat detection for regulatory compliance.

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Front office transformation for enhanced client experience

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Digital wealth management

Seamlessly blend human insight with digital convenience, elevating client experiences across every touchpoint including client relationship management, investment advisory, financial planning, research and analysis, sales and marketing, client education, and more.

AI-enhanced service delivery

Elevate service delivery with GenAI personalization that tailors experiences to unique client needs and priorities streamlined, meaningful interactions. Experience unified, seamless omnichannel engagement for a frictionless journey.

Conversational AI

Customer intelligence and personalization 

AI focus groups

Composable commerce

AI-powered search

Advisor-centric interfaces

Access hyper-personalized recommendations aligned to your goals and risk preferences. Realize the potential of digital-first solutions coupled with real-time analytics and reporting for informed decision-making. Benefit from scalable, efficient service delivery, and next best action for cross-selling and up-selling.

Intelligent document processing

AI-powered data analytics

AI-powered search

AI for process automation

Next best action

Middle office optimization for operational excellence

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AI-enabled workflows

Empower advisors with AI-enabled tools designed to streamline key middle office functions like risk management, performance analysis, compliance, trade support, investment strategy, product development, client reporting, portfolio modeling, valuation, liquidity management, reconciliation, billing, and more.

Automated compliance tools

Ensure compliance through automated regulatory reporting without compromising efficiency. Receive personalized reports and communication tailored to your preferences for informed decision-making and efficient reporting.

GenAI for business intelligence

Intelligent document processing

AI-powered data analytics

AI for process automation

Data analytics

Get proactive support with predictive analytics that anticipate client needs and provide relevant advice. Seamlessly integrate market data, research, and analytics through an API-first approach to enhance data management, and leverage large language models to automate operations.

LLMOps platform

Analytics platform

Machine Learning platform

AI price optimization

Fraud detection and prevention

Back office solutions for robust foundations

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Efficient back office operations

From transaction processing and custodial services to regulatory reporting and document management, a robust back office infrastructure ensures seamless administration, transparency, and regulatory compliance. Facilitate timely trade settlement, secure asset custody, and streamlined onboarding while maintaining accurate records, implementing auditing controls, generating timely reports, and streamlining documentation.

Future-proof foundations

Adopt agile cloud and DevOps practices, future-proof core systems through application modernization, build reliable data pipelines, implement defense-in-depth security, detect and prevent fraud, and rapidly deliver new capabilities—realizing the potential of innovation, resilience and robust operations.

Cloud platform and product engineering

AI for developer productivity

GenAI data migration

Application modernization

Data engineering

Enterprise security

Layout of portfolio performance metrics and office optimization solutions

Our technology expertise spans all major business domains and functions.

Artificial intelligence

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Implement AI solutions to improve customer satisfaction, manage risks, optimize pricing, and enhance operations, driving measurable business growth and efficiency.

artificial-intelligence

Digital engagement

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Explore modern digital commerce with composable architecture, mobile-optimized interfaces, AI-enhanced search, and personalized customer experiences powered by advanced technologies.

Data and ML platforms

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Leverage scalable AI and analytics to transform data into actionable insights, enabling faster decision-making and competitive advantage through accessible machine learning tools.

Cloud platform and product engineering

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Upgrade legacy systems to cloud-native platforms, improving flexibility and reducing costs. Implement automated pipelines to speed up innovation while integrating security throughout development.

IoT and edge computing

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Enhance day-to-day operations using IoT and edge computing for improved logistics management, production efficiency, real-time data analysis, anomaly detection, and AI-based pricing optimization.

Our strategic partners

Google Cloud logo
AWS logo
Microsoft logo
Commercetools logo
Dataiku logo
Lenses logo

Google Cloud logo
AWS logo
Microsoft logo
Commercetools logo
Dataiku logo
Lenses logo
Snowflake logo
harness logo
Databricks logo

Learn more

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INSIGHTS

Why AI needs the right process and human intelligence to succeed

Achieve business success by strategically implementing AI with optimized processes and human intelligence, ensuring efficient and measurable results.

Read more

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transforming business process automation cover

INSIGHTS

Transforming business process automation with retrieval-augmented generation and LLMs

In today’s competitive business environment, automation of business processes, especially document processing workflows, has become critical for companies seeking to improve efficiency and reduce manual errors. Traditional methods often struggle to keep up with the volume and complexity of the tasks, while human-led processes are slow, error-prone, and may not always deliver consistent results.  Large

Read more

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LLMOps blueprint for closed-source large language models

INSIGHTS

LLMOps blueprint for closed-source large language models

Building solutions using closed-source large language models (LLMs), including models like GPT-4 from OpenAI, or PaLM2 from Google, is a markedly different process to creating private machine learning (ML) models, so traditional MLOps playbooks and best practices might appear irrelevant when applied to LLM-centric projects. And indeed, many companies currently approach LLM projects as greenfield

Read more

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GenAI for Fintech software dev cover

INSIGHTS

From traditional to trailblazing: Generative AI’s impact on fintech software development

In the pursuit of innovation, a notable 91% of enterprises have prioritized modernizing their legacy applications, as reported by VMware. This push for modernization has yielded significant results, with a May 2022 Forrester report revealing that 77% of enterprises have witnessed substantial revenue growth. Even traditionally slow-to-adapt financial services companies now recognize the urgency of

Read more

arrow-right
Technology background to represent large language model communication

INSIGHTS

LLMOps blueprint for open-source large language models

Read our ultimate LLMOps blueprint for open source large language models. Improve your AI projects with this easy-to-follow, expert-written guide.

Read more

arrow-right
A woman interacting with a humanoid robot

INSIGHTS

Why AI needs the right process and human intelligence to succeed

Achieve business success by strategically implementing AI with optimized processes and human intelligence, ensuring efficient and measurable results.

Read more

arrow-right
transforming business process automation cover

INSIGHTS

Transforming business process automation with retrieval-augmented generation and LLMs

In today’s competitive business environment, automation of business processes, especially document processing workflows, has become critical for companies seeking to improve efficiency and reduce manual errors. Traditional methods often struggle to keep up with the volume and complexity of the tasks, while human-led processes are slow, error-prone, and may not always deliver consistent results.  Large

Read more

arrow-right
LLMOps blueprint for closed-source large language models

INSIGHTS

LLMOps blueprint for closed-source large language models

Building solutions using closed-source large language models (LLMs), including models like GPT-4 from OpenAI, or PaLM2 from Google, is a markedly different process to creating private machine learning (ML) models, so traditional MLOps playbooks and best practices might appear irrelevant when applied to LLM-centric projects. And indeed, many companies currently approach LLM projects as greenfield

Read more

arrow-right
GenAI for Fintech software dev cover

INSIGHTS

From traditional to trailblazing: Generative AI’s impact on fintech software development

In the pursuit of innovation, a notable 91% of enterprises have prioritized modernizing their legacy applications, as reported by VMware. This push for modernization has yielded significant results, with a May 2022 Forrester report revealing that 77% of enterprises have witnessed substantial revenue growth. Even traditionally slow-to-adapt financial services companies now recognize the urgency of

Read more

arrow-right
Technology background to represent large language model communication

INSIGHTS

LLMOps blueprint for open-source large language models

Read our ultimate LLMOps blueprint for open source large language models. Improve your AI projects with this easy-to-follow, expert-written guide.

Read more

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