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AI Solutions

AI for Financial Services

We help wealth managers, family offices, and asset managers automate reporting, due diligence, and compliance—so your team focuses on relationships and returns, not manual processes.

Who We Work With

Wealth Managers
Family Offices
Asset Managers
Private Banks

Specific Use Cases

AML & KYC Document Automation

Typical timeline: Discovery 2 weeks · Development 8 weeks · Integration 4 weeks · Training 2 weeks

The Problem

Manual AML document review takes 45 minutes per customer. A 50-person compliance team processes just 800 reviews per week, with error rates above 12%. Regulatory pressure under AMLD6 and MiFID II demands faster, more accurate screening.

Our Solution

AI document classifier with entity extraction automatically categorizes identity documents, bank statements, and beneficial ownership structures. Cross-references against PEP lists, sanctions databases, and adverse media in real-time.

Expected Outcome

Review time reduced from 45 minutes to 3 minutes per customer. 93% accuracy rate. €2M annual savings for a 50-person team. Full audit trail for GDPR and AML compliance.

Intelligent Due Diligence

Typical timeline: Discovery 2 weeks · Development 10 weeks · Integration 4 weeks · Training 2 weeks

The Problem

Due diligence on new investments requires reviewing 200+ documents across multiple jurisdictions. Analysts spend 60% of their time on data extraction, not analysis. Critical risks are occasionally missed in the volume.

Our Solution

AI extracts key data points from financial statements, legal documents, and regulatory filings. Flags inconsistencies, cross-references databases, and generates risk-scored summary reports with source citations.

Expected Outcome

Due diligence cycle reduced from 3 weeks to 5 days. Risk detection improved 40%. Leading Monaco private bank reduced KYC onboarding from 48 hours to 2 hours using our document AI pipeline.

Real-Time Compliance Monitoring

Typical timeline: Discovery 2 weeks · Development 12 weeks · Integration 4 weeks · Training 2 weeks

The Problem

MiFID II, GDPR, AMLD6, and AI Act requirements change constantly. Manual monitoring across multiple jurisdictions is slow and error-prone. A single missed regulatory change can result in fines exceeding €10M.

Our Solution

AI monitors regulatory changes across EU, French, and Monegasque authorities. Checks portfolio compliance in real-time against current rules. Generates automated alerts and pre-filled regulatory reports.

Expected Outcome

Continuous compliance monitoring across 3+ jurisdictions. Breach detection time reduced from days to minutes. Regulatory reporting preparation time cut by 70%.

Predictive Market Intelligence

Typical timeline: Discovery 2 weeks · Development 8 weeks · Integration 4 weeks · Training 2 weeks

The Problem

Market analysis relies on expensive third-party reports (€50K-200K/year) and manual research. Insights arrive days or weeks late. Portfolio managers lack real-time signals for emerging risks and opportunities.

Our Solution

AI monitors financial news, SEC/AMF filings, earnings calls, and alternative data sources. Surfaces relevant insights, detects sentiment shifts, and identifies emerging trends before they hit mainstream reports.

Expected Outcome

Real-time market intelligence replacing €150K in annual report subscriptions. Actionable alerts 48 hours ahead of traditional research. Better-informed allocation decisions across wealth and asset management.

Compliance & Security

Data Sovereignty

All data stays in European infrastructure. Full control over data residency.

Regulatory Ready

Built for MiFID II, GDPR, and AI Act compliance from day one.

Bank-Grade Security

Encryption, access controls, and audit trails that meet financial industry standards.

European Standards

Designed for the European regulatory landscape and cross-border requirements.

Ready to modernize your operations?

We'll assess your workflows and show you where AI delivers the highest return for your firm.

Schedule a Consultation