SideKYC is a disruptive solution that uses data, machine learning and business intelligence techniques to drive the entire wealth management process. Today, learning from data is key to improve management decisions, company’s productivity and customer satisfaction. Therefore, SideKYC responds to some cross-functional business challenges such as lead generation, clients segmentation and regulatory requirements (Mifid II guidelines).
SideKYC is a cutting edge profiling tool based on Financial Data Science, that is machine learning, business intelligence, data analytics. SideKYC provides financial firms with an advanced data analytics dashboard empowering:
FFT is a tool aimed to assess the adherence of an investment to the financial profile of a current (or prospective) client. It can be used to perform a portfolio check-up, to identify top investment opportunities given clients’ needs, to perform compliance controls. The FFT responds simultaneously to business, customer service, and compliance needs. Based on a mathematical mapping between products, customers, and rules, it is higly flexible and customizable.
GFT is a business change and technology consultancy firm trusted by the world’s leading financial services institutions. Provides soulutions to meet the demand of regulatory changes inline with the needs of the digital revolution.