Unlock 85% faster data integration and 5x quicker time-to-market for new advisory products—while protecting client trust and margin in a volatile market.
SCIKIQ transforms fragmented client, asset, and portfolio data into actionable intelligence and autonomous execution, empowering Client Associates to scale differentiated, compliant wealth solutions for HNW and UHNW clients across India.
Captured from 28 sources across strategy, leadership, lines of business, competition, geographies, capabilities and recent signals — and used to ground everything below.
The maturity curve runs from visibility, to explanation, to natural-language reasoning, to action — and each step depends on the one before it.
Unify client, portfolio, and transaction data across PMS, CRM, and advisory systems for a single, real-time view of client exposure, liquidity, and risk—reducing manual reconciliation effort by 70%.
Operational EfficiencyTrace relationships between clients, mandates, assets, and market events to rapidly identify root causes of portfolio drawdowns or compliance breaches—improving audit response time by 90%.
Compliance & RiskEnable advisors and leadership to query portfolio risk, client churn signals, or margin erosion in natural language—grounded in real data, not dashboard averages.
Competitive AdvantageAutonomously rebalance portfolios, flag compliance anomalies, or trigger client engagement workflows—protecting ₹12 Cr+ in potential revenue leakage per annum.
ProfitabilityLaunch new advisory products or expand to Tier-2 cities 5x faster by activating AI-ready data products and automating onboarding and KYC.
GrowthBuilt bottom-up, because trust compounds upward: agents are only as safe as the copilot's grounding, the copilot only as reliable as the graph, the graph only as complete as the 360° model beneath it.
Unifies all client, asset, and transaction data from PMS, CRM, and banking systems for a single, actionable view.
Models complex relationships between clients, mandates, assets, and compliance rules for root-cause analysis.
Semantic search and GenAI-powered Q&A over all data, with context and lineage.
Autonomous agents that execute portfolio rebalancing, compliance checks, or client engagement—posting back to core systems.
Data remains in place—SCIKIQ integrates business concepts, not just systems, to build a living 360° of clients, portfolios, and assets.
200+ pre-built connectors link PMS, CRM, banking, and compliance data in days, not months.
Business rules and metadata engine map clients, mandates, assets, and transactions to real-world relationships.
Entity resolution and graph modeling unify duplicates and build a living knowledge graph for reasoning.
Automated lineage, quality, and access controls ensure trusted, compliant data for all users and agents.
Full view of each client’s mandates, risk, preferences, and engagement—across all lines of business.
Unified portfolio holdings, exposures, drawdowns, and compliance status—updated in real time.
All asset classes—equities, debt, alternatives, real estate—mapped to owner, value, and risk.
Live compliance status, alerts, and breach history for every client and portfolio.
Advisor performance, book, compliance incidents, and client engagement in one place.
85% faster integration and 90% lower IT cost—no-code, AI-first platform means business teams see value in weeks, not years, without the risk and resource drain of custom projects.
Goes beyond dashboards—unifies, contextualizes, and activates data for autonomous action, not just reporting. No more swivel-chair between PMS, CRM, and compliance tools.
Purpose-built for wealth management: entity 360s, compliance graphing, and agent automation out-of-the-box—no need for costly, endless data modeling.
Answers and actions are grounded in real, governed data—ensuring compliance, explainability, and trust, not hallucinated text.
When the four layers are in place, leadership sees a single live view — every number traceable to its source, every alert to its root cause.
Entities and their typed relationships as one connected, physics-driven graph. Drag nodes, scroll to zoom, click to inspect — or trace the live scenario from root cause to business outcome.
SCIKIQ Copilot enables advisors and leadership to ask complex business questions in plain language, grounded in unified, real-time data. Language models supply the fluency; the graph supplies the truth.
Every agent draws on the same graph and semantic layer — then closes the loop with a real transaction in the source system.
“Can we trust it?” — answered by design, not by promise.
Every leader sees themselves — each use case builds on a business 360 and the four pillars it needs: 1 Enterprise 360 · 2 Knowledge Graph · 3 AI Copilot · 4 Agent Factory.
Finance leaders see unified, real-time AUM, margin, and drawdown risk by client, advisor, or asset class—powering faster, data-driven decisions.
Compliance teams trace every breach or alert to its root cause, automate reporting, and deploy agents to remediate—reducing audit cycle time by 90%.
Advisors access a living 360 of each client and portfolio, with AI copilot for plain-language queries and proactive churn risk alerts.
Ops teams automate client onboarding, KYC, and data reconciliation—cutting cycle time and manual effort by 70%.
Leadership gets a control tower view of growth, margin, compliance, and client experience—enabling rapid, data-driven expansion to new markets.
Built once, the context layer becomes shared infrastructure — so each new AI initiative starts from enterprise context, not a blank integration backlog.
We would prove the context layer in three focused sprints — earning the right to scale with evidence, not slideware.
Connect core PMS, CRM, and compliance data; build first Portfolio 360 and run pilot incident trace.
Extend to all major asset classes, activate knowledge graph, and launch AI copilot for advisor queries.
Deploy autonomous agents for portfolio rebalancing, onboarding, and audit—measure business impact.
Client Associates achieves a unified, AI-activated data hub, enabling faster product launches, lower risk, and differentiated client experience.