AI across the operational process

We integrate AI into your operations, stage by stage.

No off-the-shelf product. At every stage of your operational process there is a distinct class of AI applications — in the discovery phase we find the ones that matter for your firm, and implement them.

01

Stufe 1 / 5

Data & Onboarding

The pain today

Custodian, fund-administrator, and depositary data and documents are transferred by hand every cycle.

What AI does there

Extraction, mapping, and consolidation run automatically — the human reviews.

Example use cases

  • Structured extraction from custodian PDFs
  • Automatic mapping of inconsistent portfolio statements
  • Consolidation across multiple depositaries

02

Stufe 2 / 5

Knowledge & Research

The pain today

Knowledge sits in people's heads and in folders; finding a reliable answer takes hours.

What AI does there

A knowledge system over the firm's own documents answers questions with source citations.

Example use cases

  • RAG knowledge system over policies, regulation, and historical reports
  • Research synthesis from broker notes and market studies
  • Regulatory assistant (SFDR, MiFID)

03

Stufe 3 / 5

Analysis & Risk

The pain today

Analyses are produced manually; anomalies surface late.

What AI does there

AI-assisted analysis, anomaly and regime detection — the PM keeps the decision.

Example use cases

  • Anomaly detection across mandates
  • Regime signals visible early
  • AI-assisted preparation of attribution

04

Stufe 4 / 5

Reporting & Communication

The pain today

Reports, investor letters, and regulatory filings are produced by hand every cycle.

What AI does there

Governed drafting support with a traceable trail — the human approves.

Example use cases

  • Draft of the quarterly commentary per strategy
  • Factsheet narrative
  • Preparation of regulatory filings

05

Stufe 5 / 5

Compliance & Governance

The pain today

Auditor questions cost days; keeping an overview of regulation is laborious.

What AI does there

A compliance copilot and a governed in-house agent with approval gates and an audit trail.

Example use cases

  • Compliance copilot over your own regulation
  • Policy and limit-band monitoring per mandate
  • Governed agent that executes tasks safely

Every engagement runs the same way.

Discovery — where AI is worth it in your operations — then implementation on a fixed engineering core. The method is constant, the use case varies.

Which stage costs your firm the most time?

A 5-minute diagnostic clarifies exactly that — with no preparation on your side.

Start the diagnostic