Who we serve

Financial Services

Financial services firms work under strict regulatory requirements, with positions, risk, and client data spread across systems built at different times. We build compliant, auditable data platforms that support risk modeling, portfolio analytics, and regulatory reporting, so filings are repeatable and exposure is visible across desks.

The landscape

What we see most

  • ● Regulatory filings assembled by hand that could run on a repeatable schedule
  • ● Trading, risk, and compliance systems each holding a different view of a position
  • ● Portfolio performance and exposure seen through reports rather than live views
  • ● KYC/AML reviews growing faster than the team that works them
How we partner

Our approach

Financial services data has to answer two audiences at once: the people managing risk and capital, and the examiners who need to see where each figure came from. Trading, risk, and compliance systems usually grew up separately, so a single view of a position takes work. We build governed, auditable data platforms first, with lineage, security, and audit trails designed in from the start. Then we layer on the regulatory reporting and risk analytics that satisfy examiners and inform decisions on the desk.

Regulatory & compliance reporting

Automated regulatory reporting with full audit trails, data lineage, and documentation, so filings run on a repeatable process with far less manual effort. We build reporting that's traceable and defensible when examiners ask how a number was produced, and automate KYC/AML monitoring so analysts review exceptions rather than every case.

  • ● Automated regulatory report generation
  • ● End-to-end data lineage and audit trails
  • ● KYC/AML monitoring and exception workflows

Portfolio & risk analytics

Real-time portfolio performance, exposure, and scenario analysis for the people managing risk and capital. We consolidate positions and P&L across systems so risk and return can be read together in one view. Scenario and stress-test models then show how the book would respond to a rate or credit shock.

  • ● Portfolio performance and exposure dashboards
  • ● Scenario and stress-test analysis
  • ● Position and P&L consolidation across systems

Data platform modernization

Migration from legacy systems to a cloud data platform with enterprise security and compliance controls, on Snowflake, Databricks, or Microsoft Fabric. We plan the cutover around reporting deadlines and move reconciliation onto a governed foundation built for scale and audit, so every desk and function draws on one source of truth.

  • ● Cloud data platform migration and cutover
  • ● Enterprise security and access controls
  • ● Governed source of truth across desks and functions
What we build

Solutions we bring to Financial Services

Three pillars, six solutions, each one a stage further along the curve.

Data Quality & Governance

Trusted data you can make decisions on

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Data Engineering & Pipelines

Your data, flowing reliably where it's needed.

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Analytics & BI

Dashboards that surface what matters.

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Predictive Analytics & Data Science

Forecasts built on your data and your business reality.

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Intelligent Automation

Manual processes, automated.

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AI Agents & Agentic Workflows

AI agents that talk to your tools and act.

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Where do you stand?

Where does your business stand on data and AI today?

Answer 24 yes/no questions in about four minutes. You'll see where you sit on the curve, from Intuition to Autonomy, across six dimensions.

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