KYC and AML: Streamline KYC and AML operations through process excellence, and AI-driven analytics to enhance customer experience, reduce costs and drive business growth through robust risk management.
Mergers and Acquisitions (M&A) Due Diligence: Employ AI-powered data analytics to automate the due diligence process in M&A transactions.
Post-trade operations: Simplify middle- and back-office operations by automating trade confirmations and reconciliation enabling T+1 settlements.
Automated Regulatory Reporting: Implement AI-driven tools to automate the gathering, analysis, and reporting of regulatory data, ensuring timely and accurate submissions while reducing the risk of manual errors.
Client Communication Automation: Automate emails, meetings and reporting for timely updates on performance, market insights, and recommendations.
Hyper-personalised Portfolio Management: Deliver AI-powered investment recommendations based on risk tolerance, market trends and investor profile.
Digital Onboarding: Facilitate seamless client onboarding, ensuring efficient KYC-AML and document verification with AI-enabled automation.
Market Research and Trend Analysis: Leverage generative AI for investment and market research to automatically analyze vast datasets, generate actionable insights, and uncover emerging trends.
Revenue management and fee billing: Automate and centralise revenue management and fee billing processes to enable accurate invoicing, reduce errors, and minimise revenue leakage.
AI-Driven Deal Sourcing: Effortlessly uncover and evaluate investment opportunities, streamlining the identification of cutting-edge prospects.
Automation-Enhanced Investment Screening and Analysis: Meticulously screen and analyse ventures, ensuring a data-driven assessment in alignment with your strategic goals.
AI-Powered Due Diligence: Develop comprehensive insights into financial statements, and operational, and regulatory facets of target companies to identify potential risks and opportunities.
Portfolio Optimisation: Enable accurate, data-driven decisions in a competitive investment landscape, analysing financial and operational data, market sentiment, as well as news and social media.
Automation-Facilitated Exit Planning: Execute a seamless exit strategy leveraging AI insights and technological foresight to maximize returns and ensure a successful transition.