Compliant AI Infrastructure
for Financial Services
We create AI infrastructure that automates reporting, analytics, and workflows for wealth managers—making process improvements and driving business efficiency.
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Challenges you're facing
Breaking Through Data Barriers That Hold Your Business Back
Disconnected Data
Data is fragmented across systems.
Registered Investment Advisor operations teams waste 3 hours per day to aggregate data.
Manual Data Management
Downloading, copying, checking & fixing across systems manually causes delays.
On average 2 weeks of delays for preparing reports.
Repetitive Data Work
Manual data entry and processing takes significant time.
Up to 15 hours per week for an External Asset Manager.
Poor Data Analytics
FOs experiment with 'overpriced' performance reporting software and/or excel spreadsheets.
Already have a general ledger system, so why not overlay a more affordable reporting software?
Overstaffing & Understaffing
RIAs struggle to recruit new financial advisors when they lack a future-proof, scalable tech stack.
Excessive hiring puts unnecessary pressure on budget.
High Cost of Manual Solutions
Manual solutions are not scalable and become increasingly expensive.
Wealth Managers spend USD 60K per annum more for in-house tech vs. specialized vendor.
Our Agentic AI Bots: The Future of Data
Smart automation that transforms complex data into actionable insights, revolutionizing wealth management
Data Extraction Bot
Unlock trapped data from any source, automate extraction from CRMs, PDFs, Portals, and Protected Systems.
Data Scrubbing Bot
Once the data is collated, our Bot reconciles, cleanses, and ensures the data's consistency and reliability across systems.
Centralized Data Warehouse Bot
Single source of truth and unlimited access to copies of your data from ALL of your tech stack! Monitor client relationships and predict retention.
Automated Workflows Bot
Intelligent automation across your existing technology stack. Recruit new financial advisors thanks to AI-ready, scalable platform.
Analytics Calculator Bot
Customizable financial calculations at scale. Bolt on top of your existing tech stack! Build Smart Analytics via Vibe Coding for better client understanding.
AI Report Builder - Vibe Code
Don't want to download 'canned reports' from online portals? Talk to your Data! Build custom Reports by giving simple prompts
How it works
Seamless Integration, Powerful Automation - Your Data Journey Simplified
Book a Call
Schedule a 30-min free consultation with our Agentic AI Bot experts.
Discuss Challenges
We delve into your specific business challenges & objectives, and pick the best Bot from our library.
Sign NDAs
We prioritize data security & client confidentiality.
$0 Proof Of Concept
No specialized headcount needed. No changes to your tech stack. Quick, effortless, and free!
5 Minutes Setup
Your data warehouse is created within 5 Minutes. You decide where to host it.
1-3 Days Data Flow
Data starts flowing into your warehouse using APIs, Bots, web scraping, etc.
5-10 Days Insights
Start seeing your first insights via online dashboards within 5-10 business days.
Book a Call
Schedule a 30-min free consultation with our Agentic AI Bot experts.
Discuss Challenges
We delve into your specific business challenges & objectives, and pick the best Bot from our library.
Sign NDAs
We prioritize data security & client confidentiality.
$0 Proof Of Concept
No specialized headcount needed. No changes to your tech stack. Quick, effortless, and free!
5 Minutes Setup
Your data warehouse is created within 5 Minutes. You decide where to host it.
1-3 Days Data Flow
Data starts flowing into your warehouse using APIs, Bots, web scraping, etc.
5-10 Days Insights
Start seeing your first insights via online dashboards within 5-10 business days.
Why choose us
Predictable Pricing. Minimal Risk. Maximum Value.
Flat fee — no surprises.
Costs less than a quarter of a full-time hire.
100% free if it doesn't work.
Audit-Ready Data
Benefit from accurate and readily auditable data, ensuring compliance and informed decision-making.
5x faster client onboarding
Boost Revenue
With increased efficiency & streamlined processes, you'll have more time to focus on selling.
Save 15 hours per week on mundane workload
Total Automation
Experience seamless automation across your data processes minimizing manual intervention.
200% YoY growth in client engagement
Security
Collation.AI meets international information security standards and is SOC2 certified.
32% reduction in infrastructure costs
Scalable Data Handling
No change required on your incumbent tech stack! Effortlessly manage vast amounts of data.
Save 2/3 on staff salaries
Instant Insights
Get immediate access to critical information, enabling faster responses to market changes.
Avoid 2 weeks of delays in reports
Impact Numbers
Real results in numbers that speak for themselves
Over 25+ Clients
Used Our Agentic AI Bots
Building AI-Native Infrastructure: Empowering Wealth Managers with True Self-Service
The Dawn of Service-as-Software: AI's Bold Shift in Enterprise Tech
Just as we got excited about AI agents running chores for us, they've already started gossiping behind our backs?
FAQ
Answers to Your Most Frequent Questions
Get in Touch
Our friendly team would love to hear from you.
