See how our AI solutions, powered by Microsoft Azure, can reduce client attrition and catch data anomalies for fees with 90% accuracy.
Machine Intelligence working together with Human Intelligence.
Our retention model analyzes patterns of clients at risk of leaving and flags them. Advisors can use these insights to retain their valuable clients.
With our predictive method wealth firms can determine the long-term value of their existing clients and better manage their client lifecycle.
We enable wealth firms and their advisors to proactively identify errors and prevent costly mistakes, client trust erosion or regulatory fines.
We partnered with Cascades Financial Solutions to bring the most comprehensive retirement income planning solution. Advisors can help their clients tax-efficiently manage their cashflow.Learn more
With Insights Messenger powered by AutoQL, advisors can ask questions in their own words to access data and uncover insights in real time.
AI won’t replace every financial advisor; just those that don’t use AI. Forward-thinking wealth management firms are eager to adopt AI-powered solutions but often struggle with implementation. We help you improve your AI project success.
Realize the value of a project faster by leveraging solutions we’ve built such as data lakes from various sources and pre-trained machine learning models.
We take the guesswork out of investing in AI. Instead of building a new solution through trial and error, rely on our solutions that have a proven track record of success.
Make well-informed decisions with transformational insights for your business you can act on.
Turn your cost centres into profit centres. We augment human work with AI, automate repetitive and time-consuming tasks, and enable your team to focus on what matters most.
We're math geeks, wealth management data experts and innovators. Passionate about our clients' success.