Finance · Wealth Management
A globally leading investment-research firm · 30+ countries · ~10,000 employees · EY as governance partner
„Our senior wealth managers handle up to 80 mandates at once, every portfolio analysis and compliance check used to run manually."
Lucy checks every mandate, every night.
In the wealth profile, Lucy scans all client portfolios against their risk profiles overnight, finds switch candidates, maps overnight news to affected mandates, runs preventive MiFID II compliance checks and prepares client meetings. Connected to eight live data tools, governance by EY, hosting exclusively in Frankfurt.
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30 minutes.
A real conversation.
Tell us where time is lost in your business. We'll tell you which AI employee would take on the task, and whether it makes sense for you at all. No pitch, no slides.