User journeys

Advisory

  • Proposing relevant investment ideas to clients, at scale
  • Multi-criteria AI recommendation engine
  • Involving advisors, bankers & analysts
advisory

Discretionnary

  • Managing bespoke discretionary portfolios, at scale
  • Involving portfolio managers & strategists

Client meeting preparation

  • Quickly find next best actions
  • AI-based meeting preparation
  • Involving bankers
meeting_prep

Onboarding & KYC

  • Accelerate onboarding, reduce back & forth between front & middle office
  • AI-based compliance agent
  • Involving bankers, assistants, compliance/clm officers