Financial Services

AI that understands risk
as well as you do.

Derivatives structuring, balance sheet simulation, relationship analytics, credit decisioning, regulatory compliance, and treasury optimization. Deployed at regulated financial institutions.

Capital Markets & Treasury

Custom Derivatives and Structured Solutions

Problem

Corporates faced complex, multi-dimensional risk exposures across currencies, commodities, interest rates, and equity that standard financial products could not address.

Solution

Bespoke structured solutions pairing simulation engines with hedging strategies and capital-efficient vehicles, custom to each client's risk profile.

Impact

$10M+ in direct value unlocked for clients.

Balance Sheet Simulation and C-Suite Advisory

Problem

Corporate treasurers and CFOs needed to understand the impact of market movements on balance sheets, pension obligations, and hedging positions.

Solution

Balance-sheet simulation and scenario analysis engines that translate complex quantitative models into board-level decision tools for capital allocation and M&A valuation.

Treasury Management Advisory

Problem

Corporate treasury functions needed to optimize cash management, liquidity positioning, and investment of surplus funds across global operations.

Solution

Quantitative models for cash flow forecasting, liquidity buffer sizing, investment portfolio construction, and FX exposure management across subsidiaries.

Portfolio & Relationship Analytics

Relationship-Level Portfolio Analytics

Problem

A premium bank evaluated each product independently. Some deposit accounts appeared unprofitable, but the holders brought wealth management, loans, and referrals.

Solution

Relationship-level analytics evaluating the entire client relationship across all products, accounts, and referral chains using graph representations.

Credit & Lending

Credit Approval Acceleration via ML

Problem

A premium bank's mortgage and student loan approval process required manual review by multiple reviewers. High-quality applicants faced the same slow process as complex cases.

Solution

ML models that fast-track high-quality applicants with fewer human reviewers while routing complex cases to senior staff. Governance, documentation, and audit trails built from day one.

Regulatory & Risk

FDIC Stress Testing and DFAST Compliance

Problem

Regulated banks must submit stress test results demonstrating capital adequacy under adverse scenarios, under direct regulatory scrutiny.

Solution

Quantitative models for scenario analysis across severity levels, loss estimation across loan portfolios, revenue projection under stress, and capital adequacy analysis.

Let's discuss your challenges