We help asset managers achieve 15-25% increased employee productivity within 3 months
The average organization loses $2.5 million annually due to inefficient knowledge-sharing processes.
AskIQ: Our Featured Product
A secure, centralized knowledge hub that uses intelligent contextual search to synthesize information from multiple data sources. Fully integrated with existing storage platforms, AskIQ delivers accurate, niche-specific answers with sources, enabling faster decision-making and significant cost savings.
Faster Decision Making
The AI understands the context and content of all your documents, meaning your employees no longer have to sift through endless files to find the information they need. Simply ask a question, and the answer—with relevant document references—is at your fingertips.
Other AI Solutions
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Identify high-net-worth individuals, potential leads and institutional investors
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Hyper-personalize outreach based on investor preferences, behaviors and lead information
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Optimize email and LinkedIn campaigns for maximum engagement
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Complete inbox management with email categorization and prioritization
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Professional copywriting for impactful and compliant messaging
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Automate lead nurturing and qualification to focus on high-value prospects
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Generate pitch decks, tear sheets, and investment memorandums using your predefined templates and AI
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Automate creation of legal agreements, such as IMAs and NDAs
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Ensure compliance with regulatory requirements (e.g., SEC, FINRA)
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Integrate with CRM and document management systems for seamless workflows
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Analyze market trends, sentiments, and alternative data sources
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Identify alpha-generating opportunities across asset classes
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Develop predictive models for asset allocation and risk management
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Generate bespoke research reports and investment recommendations
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Automate KYC/AML checks and risk profiling
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Integrate with custodians and fund administrators for seamless data flow
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Provide a white-labeled, digital onboarding experience for clients
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Continuously monitor and update client information for regulatory compliance
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Cross-Industry Expertise
Discover how we’ve transformed different businesses with our AI-driven systems. While we now specialize in asset management solutions, our expertise extends across a variety of industries, including finance, healthcare, retail, and more. Our versatile experience ensures that we bring a depth of understanding and innovation to every project we undertake. Explore our case studies to see how we’ve helped clients automate workflows, enhance operations, and achieve scalable growth.
Our Process
1
AI Audit Call
Our team meticulously breaks down your business to identify bottlenecks & pain points. We understand the softwares and systems you currently utilize and pinpoint key areas for enhancement to drive maximum benefit for your operations.
2
Onboarding & Workshop
All clients are assigned full-time developers & project managers inside their dedicated Slack Workspace. During this phase, we develop a detailed build timeline, planning each step from the onset of development to the final handover.
3
Deployment & Ongoing Maintenance
Our team brings the plan to life, deploying the optimized systems and ensuring they are fully integrated into your business. We also provide ongoing support and maintenance as necessary.