Advisors absorbed by compliance
KYC, supporting documents, reporting: your teams document instead of advising.
Your advisors' time goes into checks, not into client relationships.
AI at the heart of your financial services.
Customer relations, compliance, reporting: more value for your clients, fewer low-value tasks for your teams.
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The problem
AI seems to be everywhere. The value, nowhere.
The POC graveyard
You launch, prove, then give up for lack of a method to scale.
Dozens of hours invested in pilots that never reach daily work.
An individual ChatGPT, zero compounding
Shadow AI: without a framework or integration, everyone tinkers on their own.
Some save time, but the company sees neither ROI nor a collective advantage.
95%
of custom enterprise GenAI tools fail to reach production (MIT NANDA, 2025).
75%
of executives rank AI in their top 3 strategic priorities (BCG, 2025).
Use cases
AI across your financial processes.
From onboarding to regulatory reporting, every step becomes faster and more compliant. We break down the AI projects that make it to production in finance.
Automated client support
- Answers to everyday questions: products, fees, documents, account tracking
- Handover to an advisor for any advice request
- 24/7 availability across all your channels
Onboarding and KYC compliance
- Automatic collection and verification of client documents
- AML/CFT pre-checks and inconsistency detection
- Reduced time to onboard
Watch and compliance (AMF, DORA)
- Monitoring of AMF, DORA and AI Act developments
- Compliance checks on commercial communications
- Preparation of regulatory reporting
Automated performance reporting
- Generation of performance and allocation reports
- Personalized market summaries by investor profile
- Dashboards updated continuously
Content and acquisition at scale
- Production of educational content and newsletters
- Personalized journeys by saver profile
- Messaging adapted by channel and segment
Internal assistant and synthesis
- Automatic synthesis of committees and investment notes
- Unified access to product and legal documentation
- Automation of back-office tasks
How we help
Five ways to move forward, in the order that suits you.
FrameDeploy
- Enablement Bring leaders and teams on board: what AI concretely changes for your business, with demos and real cases.
- AI Audit Process mapping, data analysis, top 5 costed use cases with ROI per case. A roadmap you can defend.
- AI Training Your teams get hands-on with Claude, ChatGPT or Microsoft Copilot, wired into your tools, your data and your procedures.
- AI Automation Agents that run your high-volume processes: inbound handling, enrichment, reporting.
- AI ops product When off-the-shelf no longer cuts it: bespoke business apps, built on your data, that you own.
A proprietary method, accelerated by our tech.
Our internal tools map in days what traditional firms take weeks to audit.
Broader scope, execution in the field, delivery twice as fast.
Accelerated immersion
Our stack maps your processes and surfaces use cases. Your teams prioritize the highest-ROI levers with us.
Pilot on your data
Fast POCs tested on your real data, your processes and your teams' expertise. We co-build, never in a silo.
Scale without lock-in
Playbooks, training and evaluation tools: your teams stay in control. Continuous monitoring improves the deployment month after month.
Where to start?
30 minutes to identify your highest-impact use cases. No commitment.
Book a callThey say it better than we do
All solutions were live in less than six weeks. Quick wins galvanized the whole team. Dust was deployed at scale with structured onboarding (templates, best practices, use cases by function) and seamless integration in our tools. Tandem also supports our portfolio companies in identifying high-ROI levers and industrializing automations.
Éléonore Breton
Operating Partner, Newfund
White paper
Everything AI can do in finance.
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✦Use cases by function, concrete and costed
✦The ROI observed at the companies we work with
✦Our deployment method, explained step by step
The questions we get.
What happens to our data?
An NDA before any exchange. Your data is never used to train models: isolated environments, enterprise-grade solutions (ChatGPT Enterprise, Claude, Dust, M365), EU hosting available and compliance with your industry's rules (GDPR, HDS in healthcare, DORA in finance).
How do you integrate with our tools?
We plug into what exists: Microsoft or Google suite, CRM, ERP, business tools. No rip-and-replace: agents slot into your current processes.
How long before the first results?
We frame the first use cases, then deploy in short iterations. At Newfund, every solution was live in under six weeks.
How is ROI measured?
Case by case, before deployment. Every use case on the roadmap from our AI audit is costed: implementation cost, expected net gains, ROI and payback. You decide on numbers.
Who works on the engagement?
A dedicated squad with a mission lead, an AI builder (agent design and integration) and an AI trainer (adoption and team training). The mix adapts to the scope.
Is AI compatible with our AMF and DORA obligations?
Yes. We frame these requirements with your compliance teams from the audit onward: ICT third-party risk, traceability, processing security. No advice goes to a client without an advisor's sign-off. Example: around fifteen agents and skills deployed on Copilot and Perplexity Enterprise at a European fund.