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💹 Financial Services

AI That Speaks Finance

Purpose-built AI solutions for wealth management, trading, and financial operations. Compliant by design. Production-ready from day one.

The Challenge

AI in Finance Is Different

Financial services operate under intense regulatory scrutiny, handle sensitive data, and demand precision that generic AI solutions can't deliver.

Most AI vendors don't understand the difference between a compliance requirement and a nice-to-have. We do.

78%
of financial AI projects fail to reach production
$2.1M
average cost of a compliance violation
6-12mo
typical enterprise AI deployment timeline
Solutions

What We Build for Finance

From client-facing assistants to back-office automation, we deliver AI that works within your regulatory framework.

🤖

AI Wealth Assistants

Client-facing AI that answers portfolio questions, explains market movements, and provides personalized insights—all within compliance guardrails.

  • Natural language portfolio queries
  • Real-time market data integration
  • Compliance-aware responses
  • Multi-language support
📊

Document Intelligence

Extract, analyze, and route financial documents automatically. From client onboarding to quarterly reports.

  • KYC/AML document processing
  • Contract clause extraction
  • SEC filing analysis
  • Audit trail generation
⚠️

Risk & Compliance AI

Automated monitoring, anomaly detection, and compliance checking that catches issues before regulators do.

  • Transaction monitoring
  • Regulatory change tracking
  • Automated compliance reports
  • Early warning systems
📈

Predictive Analytics

Data-driven insights for investment decisions, client behavior prediction, and operational forecasting.

  • Market trend analysis
  • Client churn prediction
  • Portfolio optimization
  • Revenue forecasting
Compliance-First

Built for Regulated Environments

We don't bolt compliance on as an afterthought. Every solution is architected with regulatory requirements baked in from day one.

SOC 2 Type II
SEC/FINRA Ready
GDPR Compliant
Audit Logging
🔒

Data Isolation

Your data never touches other clients. Period.

📝

Full Audit Trail

Every AI decision logged and explainable.

🛡️

Model Governance

Version control and approval workflows for AI models.

Retention Policies

Automated data lifecycle management.

Use Cases

Real Problems We Solve

01

Wealth Management

"My advisors spend 40% of their time on admin tasks instead of clients."

AI assistant handles portfolio queries, generates meeting prep, and automates reporting—giving advisors 15+ hours back weekly.
02

Private Equity

"Due diligence takes 6 weeks and we still miss things in the data room."

Document AI extracts key terms, flags risks, and builds summaries from thousands of files in hours, not weeks.
03

Trading Operations

"We need to monitor 10,000+ transactions daily for compliance issues."

Real-time anomaly detection flags suspicious patterns instantly, reducing false positives by 70% with explainable AI.

Let's Build Your Finance AI

Whether you're automating client onboarding or building a compliance monitoring system, we've got the expertise to ship it fast.