Data and AI for finance and wealth teams
Segmentation that tells advisers where to focus, reporting finance can sign off on, and platforms that digitise slow, paper-based processes.
Common challenges
What slows finance and wealth teams down
Advisers lack focus
Without segmentation, advisers spread time evenly instead of where the growth is
Numbers need sign-off
Finance can't publish what it can't reconcile to the ledger
Paper-heavy processes
Trade finance and onboarding still run on documents and email
Use cases
Where we help
Client segmentation and targeting
ML segmentation on sensitive data, with tested pipelines
Lakehouse financial reporting
A single source of truth for finance, with governance
Digital trade finance
Platforms connecting corporates and banks for LCs and guarantees
Risk and compliance data
Data quality checks and lineage for regulated reporting
Our work
Relevant engagements
Data science · Wealth management
Targeting portfolio growth for financial advisers
Client segmentation that tells advisers where to focus
Read the case study →Product & data · TradeOriginFrom paper letters of credit to a digital deal platform
A trade finance platform for banks and corporates
Read the case study →Services