Solving your hardest problems with AI

Investment teams miss hidden signals in information overload. Sales teams shouldn’t guess where their leads are coming from. Operations drown in manual work. Our AI cuts through the chaos—surfacing alpha, providing superior client information and automating workflows—so you move faster, smarter, and 40%-90% more efficiently.

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Testimonials

Why work with us?

Are you looking for an expert who practises cutting-edge AI in finance and helps you drive outperformance while maintaining client confidentiality?

Are you looking to provide more personalised service and reporting as you serve your VIP clients better?

Have you invested in an offshore team to reduce costs when others are already using AI and automation for the same work?

Outcomes

Find valuable signals and insights, built for your firm
Combine your proprietary data with market info for accurate, tailored analysis.
Build superior client relationships and uncover leads
Understand your client better through analysing marketing activities and
bespoke investment returns
Save hours of repetitive, boring work by automating
your processes and tasks
Cut out manual work so your team can focus on the big decisions

Who do we work with?

Board and Senior Executives
Super funds, asset owners and asset managers
Fund managers and family offices
Marketing, distribution and client engagement
What does AI mean for my business?

We have delivered over 2,000 masterclasses and education sessions for Board and professionals to get everyone excited about AI and deploy AI within guardrails


Our Data, AI, Technology SWAT team can work with you to pilot and implement use cases which are already used by the industry to showcase AI’s capabilities.


Our data and AI strategy and roadmap is pragmatic and results driven.

Our Gamechanger Plan provides the roadmap for technology to be a gamechanger for your business, slashing the costs in your business and for your team members to do more value added work

Where getting an industry insights report out earlier is a competitive advantage and you need access to information for fast decision making

For operating businesses, we can get your data from multiple sources and automate reporting for you.

We have prepared whitepapers from 30,000,000 rows of data and combining these with proprietary data for trusted and unique insights.
We have automated reporting which used to take 15 business days down to 1 day. Perhaps we can help you too?
Consulting Services
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Multi-assets total portfolio view.
We have integrated external research, internal operations, custodian and fund admin reports to give you a single, near-real time view of your portfolio. The same methodology is used by US$1trillion fund managers.
Pick the right signals from the 30 research reports you receive every day to make the right decision
For multi assets managers who want to combine all your managers information For private credit fund managers who want to streamline information from your trust managers into coherent dashboards you can visualise your portfolio.
Combine and analyse loan tapes for advanced insights and trends analysis on your portfolio. The same methodology used by institutional investors.
Marketing Services
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Real time portfolio insights and reporting

Who loves preparing investors’ and committee reports? Let us automate these for you and get AI to write a draft for you.


For fund managers and family offices with public and private investments who want to use data to tell the story of how they are investing and to manage risks. We can combine private and public market assets and analysis for you.


Streamline information gathering from public sources to identify competitors trends and target companies performance.
Combine and analyse loan tapes for advanced insights and trends analysis on your portfolio. The same methodology used by institutional investors.
IT Solutions Services
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Integrate platforms, external database and marketing activities
Drive sales by getting flows information and marketing activities at your fingertips Lead scoring and engagement prioritisation helps you identify the hottest leads
Saving your distribution and investment teams’ time and responding to clients more accurately and consistently.
Don’t let Salesforce be a white elephant. We have implemented Salesforce for 50 Managing Directors across corporate advisory, wealth management, mortgages and fund managers. We know what works.
Marketing Services
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3 ways we can work with you

Purpose-Built AI in a Secure Environment for Your Team

Our AI, Data and Technology SWAT Team can help you pilot industry leading use cases or help you with an implementation

What Does AI Mean for My Business?

Data, AI and technology can be your competitive advantage.

Let’s get started with a Strategy and roadmap via the Gamechanger Plan

Amplify AI Academy

Whether you want to cut through the noise to understand Gen AI or are ready to reap up to 40% in productivity gain… . We deliver Board and team education sessions that is rated by ***** (4.9)

Solving your hardest problems with AI

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Solving your hardest problems with AI