Accelerate wealth platform engineering and improve operational workflows with AI-enabled automation.
- AI-enabled digital platform engineering
- Faster deployment of advisor and client tools
- Automation across operational workflows
We empower investment and wealth management firms to achieve tangible outcomes, transforming operations and client relationships through technology and data-driven insights.
Increase in Advisor Productivity through AI-Powered Workflow Automation and Predictive Analytics.
Reduction in Operational Costs with Cloud-Native Platforms and AIOps for Streamlined Management.
Improved Risk Detection with Advanced Data Analytics and Machine Learning Models.
Faster Client Onboarding by Modernizing Legacy Systems and Integrating Digital Identity Verification.
Growth in Data Monetization by Creating New Revenue Streams from Anonymized, Aggregated Insights.
Acceleration in Product Innovation Leveraging Generative AI for New Investment Product Ideation.
Client View with a Modern Data Warehouse and Unified Analytics.
Uptime for Critical Platforms Ensured by Robust Product Lifecycle Management and Managed services.
Investment and wealth management firms face significant hurdles in their quest to innovate, scale, and boost revenue. Here's how Veltris turns these challenges into opportunities.
Siloed data blocks a unified client view, hindering personalization and risk management. We build modern data warehouses, creating a single source of truth to monetize data through deep, actionable analytics.
Manual tasks in compliance, reporting, and onboarding drain resources and create risk. We use AI-powered automation and intelligent workflows to streamline operations, freeing advisors for high-value client engagement.
Slow development of new digital services leads to lost competitive edge and unhappy clients. With AI-assisted platform engineering on secure cloud, we help you build and launch innovative solutions faster to accelerate time to market.
A lack of hyper-personalization fails to meet the expectations of modern investors. We use generative and agentic AI to deliver hyper-personalized insights and recommendations at scale, deepening client trust and loyalty.
Outdated systems are costly to maintain, hard to scale, and block modern tech integration. We modernize core applications with cloud-native development, creating a flexible, scalable, and cost-effective foundation for innovation.
Sophisticated cyber threats put sensitive client data and your firm’s reputation at risk. We offer secure connectivity and managed services to protect digital assets, ensuring robust security and regulatory compliance on your tech stack.
Infrastructure limits prevent efficient scaling during market volatility or business growth. Our Industry 4.0, IoT, and AIOps expertise builds resilient, auto-scaling systems that proactively manage performance for seamless delivery.
Untapped data is a missed opportunity for new revenue streams and competitive intelligence. We architect advanced data monetization strategies, turning data from a cost center into a strategic asset that generates predictable revenue.
We provide a comprehensive suite of services designed to help you build new capabilities, modernize existing platforms, and monetize your data assets.
Create next-generation platforms and intelligent solutions from the ground up to gain a competitive edge.
Transform your existing technology landscape to improve efficiency, agility, and scalability.
Unlock new revenue streams and drive profitability by turning your technology and data into strategic assets.
We provide a comprehensive suite of services designed to help you build new capabilities, modernize existing platforms, and monetize your data assets.
Create next-generation platforms and intelligent solutions from the ground up to gain a competitive edge.
Transform your existing technology landscape to improve efficiency, agility, and scalability.
Unlock new revenue streams and drive profitability by turning your technology and data into strategic assets.
Investment platforms require AI that is secure, auditable, and embedded into decision workflows. V2AP enables intelligent wealth platforms with governance and scale.
Generative AI can create hyper-personalized market summaries, portfolio performance reports, and email communications tailored to each client’s specific goals, risk tolerance, and past interactions. This deepens client relationships and scales high-touch service without increasing advisor workload.
Agentic AI refers to autonomous AI systems that can proactively take actions to achieve goals. In wealth management, an AI agent could monitor portfolios, identify rebalancing opportunities based on market triggers, and even execute trades within pre-defined parameters, acting as a true digital assistant for advisors.
Agentic AI refers to autonomous AI systems that can proactively take actions to achieve goals. In wealth management, an AI agent could monitor portfolios, identify rebalancing opportunities based on market triggers, and even execute trades within pre-defined parameters, acting as a true digital assistant for advisors.
We design our solutions with an API-first approach, ensuring they can seamlessly integrate with your existing technology stack. By connecting to your core systems, our AI tools can leverage your existing data to provide insights and automate workflows without requiring a complete overhaul of your infrastructure.
Security is paramount. We implement a multi-layered approach, including data encryption at rest and in transit, strict access controls, and building on secure cloud infrastructure like Microsoft Azure. Our AI solutions are designed with privacy-preserving techniques and undergo rigorous security testing to protect sensitive client information.
