Wealth firms redefine the operating model with generative AI
Wealth and asset management is undergoing a structural shift. Agentic AI in the advisor workflow. T+1 settlement compression. Basel IV's projected +24% RWA impact. The Great Wealth Transfer. A regulatory environment that punishes brittle data infrastructure. The firms moving fastest aren't picking generic systems integrators; they're picking specialists who have already built production AI inside regulated capital workflows.
That is what airisDATA is. It is our system integration and AI practice, founded in 2015 and delivering production-grade systems to tier-1 banks since then. The same frameworks that automated FO/BO trade reconciliation at Credit Suisse, that built the multi-tenant Finance Data Hub, that produced the on-demand VaR engine for quant risk: they apply directly to wealth management's middle and back-office modernisation. We bring reusable IP, a 150+ engineer bench, and a hybrid delivery model that produces 24/7 turnaround on regulatory deadlines.
Front office transformation for enhanced client experience.
Digital Wealth Management
Seamlessly blend human insight with digital convenience, elevating the client experience across every touchpoint: relationship management, investment advisory, financial planning, research, sales and marketing, and client education.
AI-enhanced service delivery
Elevate service with generative AI personalisation tailored to client needs and priorities, with unified omnichannel engagement for a frictionless journey.
- Conversational AI for client and advisor experience
- Customer intelligence and personalisation
- Composable commerce for wealth platforms
- AI-powered semantic search
Advisor-centric interfaces
Hyper-personalised recommendations aligned to goals and risk preferences. Real-time analytics and reporting. Scalable, efficient service delivery, and Next Best Action for cross-selling and up-selling.
- Agentic AI for financial advisors (aligned to UBS AI 2030)
- Intelligent document processing
- Next Best Action recommendation engines
- AI-powered analytics for the advisor desk
- AI for process automation
Middle office optimisation for operational excellence.
AI-enabled workflows
Empower advisors and operations teams with AI-enabled tools for risk management, performance analysis, compliance, trade support, investment strategy, product development, client reporting, portfolio modelling, valuation, liquidity management, reconciliation, and billing.
Automated compliance and reporting
Ensure compliance through automated regulatory reporting without sacrificing efficiency. Personalised reports and communication for informed decision-making and efficient submission.
- Active Data Quality and regulatory reporting automation (FR Y-9C, Y-15, equivalent submissions). Production at BNP Paribas.
- Intelligent document processing
- AI-powered data analytics
- AI for process automation
Risk, capital, and quantitative analytics
Predictive analytics that anticipate client needs and integrate market data, research, and analytics through an API-first approach.
- RWA Forecast Challenger System. Explainable, AI-driven challenger model for risk-weighted asset forecasting in capital adequacy planning. Lowers funding costs and frees up capital.
- On-demand VaR. Accelerated quant risk calculation system originally delivered at Citibank.
- Smart Reconciliation. Automated FO/BO trade matching, originally built at Credit Suisse.
- Collateral Optimisation. Cheapest-to-deliver collateral automation across counterparties, originally delivered at Deutsche Bank.
- ML platform engineering and MLOps
- Fraud detection and prevention
Back office solutions for robust foundations.
Efficient back office operations
From transaction processing and custodial services to regulatory reporting and document management, a robust back office ensures seamless administration, transparency, and compliance. Facilitate timely trade settlement, secure custody, and streamlined onboarding while maintaining accurate records, auditing controls, and timely reports.
Future-proof foundations
Adopt agile cloud and DevOps practices, modernise core systems through application modernisation, build reliable data pipelines, implement defense-in-depth security, and rapidly deliver new capabilities.
- Cloud platform and product engineering (AWS, Azure)
- AI for developer productivity
- GenAI-assisted data migration
- Application modernisation
- Data engineering
- Enterprise security
Document, contract, and data platforms
- Finance Data Hub. Multi-tenant, scalable, self-service finance data platform with role-based access, AI-powered data quality alerts, and business-team self-service onboarding. Production at Credit Suisse across product control, treasury, and tax.
- Automated Contract Review. NLP and transformer-based contract review portal originally built for the LIBOR transition. Reusable for ISDA, custody agreements, and prospectus review.
Reference engagements
- Credit Suisse. Six production systems delivered: Smart Reconciliation, Finance Data Hub, Automated Contract Review (LIBOR/IBOR), Active Data Quality, Liquidity & Funding Forecast, and On-Demand VaR.
- UBS. 2030 AI alignment, building on 80% Credit Suisse use case overlap. Reusable frameworks applied to wealth management and banking IT: agentic AI for financial advisors, intelligent cash forecasting, automated IRA / WM workflows, data quality automation, and RWA forecast challenger work.
- Other tier-1 references. BNP Paribas (Active Data Quality), Deutsche Bank (Collateral Optimisation), Citibank (On-Demand VaR), Morgan Stanley, Chase, Fidelity, Federal Credit Union Bank, ICAP North America, Invesco, FINRA, Western Union, Drury Capital.