Client Overview

A mid-to-large financial organization with alternative investments, AML/KYC, and fund operations for multiple asset classes and geographies. The company was losing out to complexity.

• Slow and inconsistent manual processes
• Rigid legacy RPA tools
• Complex regulators were raising the bar
• Only being available during the business hours was a hurdle

They had the ambition. What they needed was intelligence that could keep up with it.

StradIT: Enhanced AI Development for the Needs of Finance

The expertise of StradIT in AI development is in developing intelligent agents for financial institutions. These are not chatbots that operate on a pre-set script.

• Creating conversational AI agents trained on domain-specific knowledge
• Creating autonomous workflows that intelligently escalate exceptions to human reviewers
• Developing continuous learning loops to increase accuracy with each completed task
• Providing enterprise-level security, compliance, and audit trails

What the Client Achieved

The results demonstrated what purpose-built AI agents can do when they are built with the right expertise and deployed with the right governance.

• AltsIQ identified 95%+ of operational risks, without missing a beat
• Due diligence took from a 2-week slog to a 2-minute exercise
• Deal capacity increased from a few per year to 40+ at the same price point
• A human analyst can cost up to $200K per year. The AI agent costs $250 per month
• The company operates 24/7 across 50+ jurisdictions in 10+ languages, without any sick days or gaps in turnover
• Compliance analysis improved for speed, acuity, and explainability to human analysts
• Portfolio and fund analysis that took weeks to deliver are now available on demand
• The company ceased to be constrained by headcount and began to scale with intelligence