00 // Solutions
Two disciplines. One engineering practice. Bespoke for finance.
Every engagement lands somewhere on this map — AI systems that run the firm, and customer journey flows that grow it. Engineered, not licensed.
Financial Intelligence
AI operating systems for how a financial firm actually runs.
Dealing desk copilots, risk engines, execution analytics, KYC automation, compliance AI and executive dashboards — engineered for brokerages, prop firms, wealth managers and fintechs.
- Dealing DeskAI Trading Operations
- RiskRisk & Exposure Intelligence
- ExecutionLiquidity & Execution Analytics
- Fraud & AMLFraud & AML Intelligence
- OnboardingKYC & Onboarding Automation
- ComplianceCompliance & Regulatory AI
- PortfolioPortfolio & Account Intelligence
- BIExecutive & BI Dashboards
- CopilotsAI Copilots & Internal Assistants
- DataData Platform & Integrations
Customer Journey CRM
lifecycle customer journey flows — for regulated finance.
Visual journey builder, lead-to-first-deposit flows, IB and affiliate CRMs, VIP journeys, multi-channel messaging and revenue attribution — built for how financial clients are acquired and held.
- FlagshipCustomer Journey Builder
- AcquisitionLead → First Deposit Flow
- ActivationActivation & First Trade
- FundingDeposit & Funding Flows
- RetentionRetention & Dormancy
- PartnersIB & Affiliate CRM
- VIPVIP & High-Value Client Journeys
- ChannelsMulti-Channel Messaging
- AttributionAttribution & Revenue Intelligence
- AI SegmentsAI Segmentation & Scoring
- ComplianceCompliance-Safe Marketing
- AdvocacyReview, Referral & Community