Core Verticals
Explore our focused AI capabilities tailored for transformative outcomes in high-impact industries.
Wealth Intelligence
AI-powered investment intelligence for private banks, family offices, and wealth managers — built like a quant fund.
Applied AI Services
Custom AI models integrated over ERP systems and banking workflows — enabling automation, prediction, and smarter decision-making.
Defence & Security AI
AI-powered surveillance, threat detection, and perimeter intelligence systems for high-security infrastructure and operations.
Industry Insights
Our research and expertise in banking AI implementation informs our approach to wealth management solutions.
Market Intelligence
Our research indicates that financial institutions implementing AI-powered wealth management solutions see an average 27% increase in client retention and 32% improvement in portfolio performance.
Industry Benchmark
Banking executives report that AI integration in wealth management operations reduces administrative overhead by 40% while increasing client satisfaction metrics across all surveyed institutions.
Implementation Approach
Our phased deployment methodology ensures minimal disruption to existing banking operations, with enterprise-grade integrations typically completed within 90 days with demonstrated ROI by month four.
Wealth Management Solutions
Our flagship AI-powered wealth management platform helps financial institutions deliver exceptional client outcomes, optimize portfolios, and streamline operations.
AI-Powered Wealth Intelligence
Our wealth management platform leverages advanced machine learning algorithms to analyze market trends, optimize portfolio allocations, and provide personalized investment recommendations tailored to each client's unique financial situation and goals.
- Personalized portfolio recommendations based on client risk profiles
- Predictive analytics to identify market opportunities
- Tax optimization strategies built into portfolio management
27%
Average improvement in portfolio performance for institutions using our AI wealth management solutions
Portfolio Optimization
AI-driven portfolio analysis and optimization that considers market conditions, risk tolerance, and client goals to deliver superior returns.
Client Insights
Deep behavioral analytics to understand client preferences, anticipate needs, and deliver personalized wealth management strategies.
Market Intelligence
Real-time market analysis and predictive modeling to identify emerging trends and investment opportunities before they become mainstream.
Automated Reporting
Comprehensive automated reporting solutions that provide clients with clear, insightful views of their portfolio performance and allocation.
Banking Intelligence Solutions
Our comprehensive banking solutions help financial institutions enhance security, improve operational efficiency, and deliver superior customer experiences.
Enhanced Security
Robust security frameworks to protect sensitive financial data and prevent unauthorized access to banking systems.
Customer-Centric Banking
AI-driven tools that help banks understand customer needs and deliver personalized financial products and services.
Fraud Detection
AI-powered real-time fraud detection systems that identify suspicious patterns and prevent fraudulent transactions before they occur.
Customer Intelligence
Deep customer analytics that help banks understand client behavior, preferences, and needs to deliver personalized banking experiences.
Compliance Automation
Automated regulatory compliance solutions that ensure banks stay compliant with evolving financial regulations and reduce compliance costs.
Risk Assessment
Advanced risk modeling and assessment tools that help banks make better lending decisions and manage overall portfolio risk.
Enterprise Resource Planning AI
Our AI-enhanced ERP solutions help banking institutions optimize operations, streamline processes, and gain deeper insights from their financial data.
Intelligent ERP Integration
Our AI-powered ERP solutions seamlessly integrate with existing banking infrastructure to enhance operational efficiency, improve data accuracy, and provide deeper financial insights.
Reduce manual data entry by up to 80% with intelligent automation
Enhance reporting accuracy and reduce reconciliation errors
Generate real-time financial insights for better decision making
Streamline compliance reporting and regulatory requirements
Key ERP Features
Seamless Integration
Connect with existing banking ERP systems without disruption to ongoing operations.
Automated Workflows
Streamline financial processes with intelligent automation and workflow optimization.
Regulatory Compliance
Built-in compliance tools to ensure adherence to evolving financial regulations.
Data Intelligence
Transform raw financial data into actionable business intelligence and insights.
Our AI Solutions Ecosystem
We provide enterprises with a comprehensive suite of AI solutions across wealth management, banking, ERP integration, and forecasting to drive innovation and efficiency.
Wealth Intelligence
AI-powered solutions for wealth management with signal engine technology.
Banking AI Solutions
Applied AI for fraud detection, card forecasting, and delinquency prediction.
ERP Integration
AI-augmented ERP solutions with forecasting suite and NLP query capabilities.
Industry Solutions
Tailored AI solutions for various industries with specialized use cases.
Behind Our Technology
Our AI models are built on advanced machine learning algorithms and trained on vast amounts of financial data to provide accurate, actionable insights for businesses across various sectors.
Model accuracy in financial forecasting
Enterprise implementations across 12 countries
Top global banks using our solutions
What Makes Us Different
We blend deep domain expertise, scalable technology, and cutting-edge AI to deliver transformative solutions.
Integrated Strategy, Data & AI
We unify strategic intent with enterprise data and AI to generate outcomes that go beyond insights — delivering real business impact.
Domain-Centric AI Models
Our models aren't generic — they are purpose-built using domain-specific logic and business understanding tailored to your industry.
Lean, Scalable Execution
We operate lean, but build for scale — enabling enterprises to experiment fast and deploy at full capacity.
Led by Global Experts
Our leadership includes veterans from global finance, AI innovation, and digital transformation — combining decades of deep experience.
Get in Touch
Have questions about our AI solutions or want to schedule a demo? Our team is here to help you find the right solutions for your business needs.
Contact Information
Fill out the form and our team will get back to you within 24 hours. We're excited to hear from you and discuss how we can help transform your business with AI.
Email Us
info@iamalgamist.comCall Us
+91 965 043 6644Live Chat
Available Monday - Friday
9am - 5pm IST