The AI-Driven Future of Asset & Wealth Management
The AI-Driven Future of Asset & Wealth Management
Fusing Data, AI, and Human-Centered Design to Transform Financial Services
What’s Holding AWM Back?
What’s Holding AWM Back?
Complex operations, fragmented data ecosystems, and shifting market dynamics continue to challenge banking and investment enterprises at scale.
Complex operations, fragmented data ecosystems, and shifting market dynamics continue to challenge banking and investment enterprises at scale.
1
Sales & Distribution
Lack of Personalization in client engagement leads to missed opportunities in tailoring recommendations to individual needs.
Inefficient Fund & Territory Intelligence: Limited insights into fund performance and territory dynamics reduce sales team's effectiveness.
Limited Visibility into Sales Performance: Fragmented data makes it difficult to track success metrics across geographies and client segments.
Sales teams struggle to scale impact and productivity in a complex, data-rich environment.
1
Sales & Distribution
Lack of Personalization in client engagement leads to missed opportunities in tailoring recommendations to individual needs.
Inefficient Fund & Territory Intelligence: Limited insights into fund performance and territory dynamics reduce sales team's effectiveness.
Limited Visibility into Sales Performance: Fragmented data makes it difficult to track success metrics across geographies and client segments.
Sales teams struggle to scale impact and productivity in a complex, data-rich environment.
1
Sales & Distribution
Lack of Personalization in client engagement leads to missed opportunities in tailoring recommendations to individual needs.
Inefficient Fund & Territory Intelligence: Limited insights into fund performance and territory dynamics reduce sales team's effectiveness.
Limited Visibility into Sales Performance: Fragmented data makes it difficult to track success metrics across geographies and client segments.
Sales teams struggle to scale impact and productivity in a complex, data-rich environment.
2
Investment & Portfolio
Portfolio advisory processes are fragmented, manual, and misaligned with client goals.
Ineffective Portfolio Construction & Personalization: Data gaps and lack of personalized insights hinder optimal investment decisions.
Missed Opportunities from Data Blind Spots: Insufficient real-time analysis and predictive insights lead to missed market opportunities.
Disjointed Advisory Tools: Multiple tools and platforms lead to inefficiencies, complicating portfolio management and client servicing.
2
Investment & Portfolio
Portfolio advisory processes are fragmented, manual, and misaligned with client goals.
Ineffective Portfolio Construction & Personalization: Data gaps and lack of personalized insights hinder optimal investment decisions.
Missed Opportunities from Data Blind Spots: Insufficient real-time analysis and predictive insights lead to missed market opportunities.
Disjointed Advisory Tools: Multiple tools and platforms lead to inefficiencies, complicating portfolio management and client servicing.
2
Investment & Portfolio
Portfolio advisory processes are fragmented, manual, and misaligned with client goals.
Ineffective Portfolio Construction & Personalization: Data gaps and lack of personalized insights hinder optimal investment decisions.
Missed Opportunities from Data Blind Spots: Insufficient real-time analysis and predictive insights lead to missed market opportunities.
Disjointed Advisory Tools: Multiple tools and platforms lead to inefficiencies, complicating portfolio management and client servicing.
3
Operations
Operational inefficiencies and manual processes hinder agility and scale.
Manual Trade and Transaction Handling: Lack of automation in trade reconciliation leads to errors and delays.
Cumbersome Reporting and Compliance: Legacy systems and manual processes make financial reporting and compliance slow and error-prone.
Fragmented Client Communication Channels: Disconnected systems cause poor collaboration and delays in responding to client needs
3
Operations
Operational inefficiencies and manual processes hinder agility and scale.
Manual Trade and Transaction Handling: Lack of automation in trade reconciliation leads to errors and delays.
Cumbersome Reporting and Compliance: Legacy systems and manual processes make financial reporting and compliance slow and error-prone.
Fragmented Client Communication Channels: Disconnected systems cause poor collaboration and delays in responding to client needs
3
Operations
Operational inefficiencies and manual processes hinder agility and scale.
Manual Trade and Transaction Handling: Lack of automation in trade reconciliation leads to errors and delays.
Cumbersome Reporting and Compliance: Legacy systems and manual processes make financial reporting and compliance slow and error-prone.
Fragmented Client Communication Channels: Disconnected systems cause poor collaboration and delays in responding to client needs
4
Client / Investor Services
Slow Response Times: Manual processes delay customer queries and increase wait times.
Fragmented Client Journeys: Lack of integrated communication channels creates friction in the customer experience.
Limited Personalization: Client engagement lacks the depth of personalization required for sustained relationships
Client servicing struggles to keep pace with the growing expectations for seamless, personalized interactions.
4
Client / Investor Services
Slow Response Times: Manual processes delay customer queries and increase wait times.
Fragmented Client Journeys: Lack of integrated communication channels creates friction in the customer experience.
Limited Personalization: Client engagement lacks the depth of personalization required for sustained relationships
Client servicing struggles to keep pace with the growing expectations for seamless, personalized interactions.
4
Client / Investor Services
Slow Response Times: Manual processes delay customer queries and increase wait times.
Fragmented Client Journeys: Lack of integrated communication channels creates friction in the customer experience.
Limited Personalization: Client engagement lacks the depth of personalization required for sustained relationships
Client servicing struggles to keep pace with the growing expectations for seamless, personalized interactions.
How We Work
How We Work
We bring AI, engineering, and design to help institutional financial organizations streamline operations, elevate decisions, and aims to drive measurable growth.
We bring AI, engineering, and design to help institutional financial organizations streamline operations, elevate decisions, and aims to drive measurable growth.
Products
Ready-to-deploy GenAI tools that are designed to optimize sales, portfolio strategies, and operations, with the goal of driving performance at scale.
Cogentiq Sales Assist
A GenAI-powered sales enablement solution designed tothat streamlines the sales cycle with personalized insights, real-time recommendations, and dynamic support, for boosting client engagement and accelerating deal closures.
A GenAI-powered sales enablement solution designed tothat streamlines the sales cycle with personalized insights, real-time recommendations, and dynamic support, for boosting client engagement and accelerating deal closures.
Accelerators
Pre-built components and frameworks that help fast-track deployment, reduce time-to-value, and unlock quick wins. Designed to adapt to your specific needs and deliver measurable impact.
Reconciliation
Unify and automate reconciliation across trading, compliance, and FP&A, reducing errors and speeding resolution.
1
Reconciliation
Unify and automate reconciliation across trading, compliance, and FP&A, reducing errors and speeding resolution.
Reconciliation
Unify and automate reconciliation across trading, compliance, and FP&A, reducing errors and speeding resolution.
Fund Reporting & Review
Accelerate financial reporting with AI-driven automation, boosting accuracy, audit readiness, and regulatory compliance.
1
Fund Reporting & Review
Accelerate financial reporting with AI-driven automation, boosting accuracy, audit readiness, and regulatory compliance.
Fund Reporting & Review
Accelerate financial reporting with AI-driven automation, boosting accuracy, audit readiness, and regulatory compliance.
Client Onboarding & KYC
Simplify and streamline onboarding with intelligent KYC workflows, improving speed, compliance, and client experience.
1
Client Onboarding & KYC
Simplify and streamline onboarding with intelligent KYC workflows, improving speed, compliance, and client experience.
Client Onboarding & KYC
Simplify and streamline onboarding with intelligent KYC workflows, improving speed, compliance, and client experience.
ESG Analytics
Leverage AI-powered ESG insights to make informed investment decisions and meet evolving sustainability mandates.
1
ESG Analytics
Leverage AI-powered ESG insights to make informed investment decisions and meet evolving sustainability mandates.
ESG Analytics
Leverage AI-powered ESG insights to make informed investment decisions and meet evolving sustainability mandates.
Bespoke Offerings
Custom solutions that blend AI, engineering, and design to address your unique business challenges with precision.
Tailored to your specific needs, our bespoke solutions are designed to helpensure that you overcome industry-specific hurdles and drive support sustained growth with customized strategies and technologies.
Tailored to your specific needs, our bespoke solutions are designed to helpensure that you overcome industry-specific hurdles and drive support sustained growth with customized strategies and technologies.
Insights from leaders
Our experts
Vinoj Radhakrishnan
Principal Consultant - Consulting Financial Services
Vinoj Radhakrishnan
Principal Consultant - Consulting Financial Services
Vinoj Radhakrishnan
Principal Consultant - Consulting Financial Services
Let’s unlock the full AUM Growth Potential of your sales organization
Let’s unlock the full AUM Growth Potential of your sales organization
Recognition and achievements
Select Fractal accolades
Named leader
Customer analytics service provider Q2 2025
Representative vendor
Customer analytics service provider Q1 2021
Great Place to Work
8th year running. Certifications received for India, USA, Canada, Australia, and the UK.
Recognition and achievements
Select Fractal accolades
Named leader
Customer analytics service provider Q2 2025
Representative vendor
Customer analytics service provider Q1 2021
Great Place to Work
8th year running. Certifications received for India, USA, Canada, Australia, and the UK.
Recognition and achievements
Select Fractal accolades
Named leader
Customer analytics service provider Q2 2025
Representative vendor
Customer analytics service provider Q1 2021
Great Place to Work
8th year running. Certifications received for India, USA, Canada, Australia, and the UK.
Registered Office:
Level 7, Commerz II, International Business Park, Oberoi Garden City,Off. W. E.Highway, Goregaon (E), Mumbai City, Mumbai, Maharashtra, India, 400063
Phone: +91 22 6850 5800
Email: investorrelations@fractal.ai
CIN : U72400MH2000PLC125369
GST Number (Maharashtra) : 27AAACF4502D1Z8
Registered Office:
Level 7, Commerz II, International Business Park, Oberoi Garden City,Off. W. E.Highway, Goregaon (E), Mumbai City, Mumbai, Maharashtra, India, 400063
Phone: +91 22 6850 5800
Email: investorrelations@fractal.ai
CIN : U72400MH2000PLC125369
GST Number (Maharashtra) : 27AAACF4502D1Z8
Registered Office:
Level 7, Commerz II, International Business Park, Oberoi Garden City,Off. W. E.Highway, Goregaon (E), Mumbai City, Mumbai, Maharashtra, India, 400063
Phone: +91 22 6850 5800
Email: investorrelations@fractal.ai
CIN : U72400MH2000PLC125369
GST Number (Maharashtra) : 27AAACF4502D1Z8
