arrow keys to navigate
SCIKIQ × Client AssociatesPitch book
Contextualizing data for India's leading multi-family office

ActivateClient Associates’ edgewith AI-ready, unified wealth intelligence

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.
01Enterprise 360What is happening?
02Knowledge GraphWhy is it happening?
03AI CopilotTell me, in plain language
04Agent FactoryDon't just tell me—fix it
SCIKIQ × Client AssociatesThe problem
Why now

AI isn't an algorithm problem. It's a data-readiness problem.

~70%
of enterprise data goes unused
~12%
of orgs are ready for agentic AI (despite ~80% investing)
$2.3T
of digital spend not delivering ROI
For Client Associates: 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 × Client AssociatesWhat SCIKIQ does
The platform

Contextualizing data — don't just collect data, activate it.

SCIKIQ is an AI-first, no-code data-fabric platform that unifies siloed enterprise data into AI-ready data products — for enterprise-scale intelligence and data monetization.
Connect

200+ connectors — every source, no latency, no code.

Curate

Contextualize, model and prepare data for every team.

Control

Governed, lineage-traced, compliant by design.

Consume

Copilots, agents, data products and APIs that act.

SCIKIQ × Client AssociatesThe architecture
From silos to autonomous execution

Four layers — each makes the next trustworthy

01

Enterprise 360 What is happening across clients, portfolios, and mandates?

Unifies all client, asset, and transaction data from PMS, CRM, and banking systems for a single, actionable view.

02

Knowledge Graph Why are risks or breaches occurring?

Models complex relationships between clients, mandates, assets, and compliance rules for root-cause analysis.

03

AI Copilot Explain portfolio or compliance events in plain language.

Semantic search and GenAI-powered Q&A over all data, with context and lineage.

04

Agent Factory Can we automate remediation or value creation?

Autonomous agents that execute portfolio rebalancing, compliance checks, or client engagement—posting back to core systems.

SCIKIQ × Client AssociatesEnterprise 360 — the build
Layer 1 · Enterprise 360 — the build

How we unify Client Associates' data into one business 360

Data remains in place—SCIKIQ integrates business concepts, not just systems, to build a living 360° of clients, portfolios, and assets.
Systems today — siloed
Miles PMS (portfolio management)Salesforce CRMCompliance EngineFund Admin (CAMS)KYC/AML SystemBanking (HDFC, ICICI)Asset RegistryInternal Audit logs
Unify · no data movement
Connect

200+ pre-built connectors link PMS, CRM, banking, and compliance data in days, not months.

Contextualize

Business rules and metadata engine map clients, mandates, assets, and transactions to real-world relationships.

Resolve & model

Entity resolution and graph modeling unify duplicates and build a living knowledge graph for reasoning.

Govern

Automated lineage, quality, and access controls ensure trusted, compliant data for all users and agents.

Business 360s — entities
Customer 360Salesforce CRM, KYC/AML, PMS
Portfolio 360Miles PMS, Fund Admin, Compliance Engine
Asset 360Asset Registry, PMS, Fund Admin
Compliance 360Compliance Engine, Internal Audit, PMS
Advisor 360CRM, PMS, Internal Ops
All 360s are linked in the SCIKIQ Knowledge Graph for reasoning, copilot queries, and agent execution.
SCIKIQ × Client AssociatesA day in the life
One incident, end to end

From a single signal to revenue impact — traced

Mark
Mid-cap index drops 8.4%, impacting portfolios with high exposure.
Aror
₹44 Cr drawdown in the Arora PMS-2024 portfolio due to overexposure.
SEBI
52% allocation to mid-caps exceeds SEBI’s 40% sectoral cap.
Comp
Automated compliance engine flags the breach for immediate action.
Advi
Priya Mehra receives alert to review and remediate.
Advi
Priya Mehra assesses rebalancing and client communication.
Agen
₹74 Cr rebalanced from mid-caps to compliant assets via Miles PMS.
Comp
Portfolio now compliant with SEBI sectoral limits.
Loss
₹7.5 Cr loss avoided; client notified, churn risk stabilized.
SCIKIQ × Client AssociatesThe control tower
The outcome

One live, trusted view — for the people who run Client Associates

AUM (Assets Under Management)
₹21,500 Cr
+3.2%
Client Churn Rate
1.4%
+0.4%
Portfolio Drawdown (3M)
₹94 Cr
+₹18 Cr
Compliance Breaches (YTD)
2
+2
Advisory Margin
38.5%
-1.1%
Client Onboarding Cycle Time
6.5 days
-2.2 days
Concentration risk in a top UHNW client’s portfolio triggers a drawdown and compliance alert
SCIKIQ × Client AssociatesWhy SCIKIQ
Credibility

Proven — not a science project

Track record
  • Among the top augmented-BI platforms (Forrester)
  • NASSCOM Top-10 Deep-Tech Startup (India)
  • Featured at MWC Barcelona & AWS re:Invent for GenAI
  • World's first GenAI fare-rule engine for an international airline
  • Powers a global logistics & supply-chain leader
  • 200+ pre-built connectors · India · USA · UAE
Why not the alternatives
vs. building it yourself

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.

vs. point tools & dashboards

Goes beyond dashboards—unifies, contextualizes, and activates data for autonomous action, not just reporting. No more swivel-chair between PMS, CRM, and compliance tools.

vs. generic data fabrics / lakes

Purpose-built for wealth management: entity 360s, compliance graphing, and agent automation out-of-the-box—no need for costly, endless data modeling.

vs. raw LLMs/chatbots

Answers and actions are grounded in real, governed data—ensuring compliance, explainability, and trust, not hallucinated text.

SCIKIQ × Client AssociatesUse cases
Across the business

Where it pays off, across the business

Finance

Real-time AUM & Margin 360

Finance leaders see unified, real-time AUM, margin, and drawdown risk by client, advisor, or asset class—powering faster, data-driven decisions.

Finance 360
1234
Compliance

Automated Compliance & Audit

Compliance teams trace every breach or alert to its root cause, automate reporting, and deploy agents to remediate—reducing audit cycle time by 90%.

Compliance 360
1234
Advisor

Advisor & Client 360

Advisors access a living 360 of each client and portfolio, with AI copilot for plain-language queries and proactive churn risk alerts.

Customer 360, Advisor 360
1234
Operations

Onboarding & Integration Automation

Ops teams automate client onboarding, KYC, and data reconciliation—cutting cycle time and manual effort by 70%.

Operations 360
1234
Leadership

Growth & Expansion Control Tower

Leadership gets a control tower view of growth, margin, compliance, and client experience—enabling rapid, data-driven expansion to new markets.

Enterprise 360
1234
SCIKIQ × Client AssociatesThe ambition
SCIKIQ for Client Associates

From data silos to autonomous, trusted wealth management

Agent FactoryAutonomous execution
AI CopilotConversational intelligence
Knowledge GraphRelationship & root-cause reasoning
Enterprise 360Unified, AI-ready data
SCIKIQ × Client Associates90-day pilot
The path forward

Prove it in 90 days — then scale

Phase 1 · 30 daysUnify and contextualize
  • Integrate Miles PMS, Salesforce CRM, Compliance Engine
  • Model top-10 client portfolios and mandates
  • Trace first compliance breach scenario
Phase 2 · 60 daysGraph and copilot
  • Add Fund Admin, Asset Registry, KYC/AML
  • Build full knowledge graph
  • Enable copilot Q&A for leadership and advisors
Phase 3 · 90 daysAgent activation & scale
  • Activate rebalancer and onboarding agents
  • Automate compliance and audit workflows
  • Quantify value in AUM, margin, and cycle time
SCIKIQ × Client AssociatesThe ask
Next steps

Where to start

Unlock AI-activated, trusted wealth intelligence in 90 days.
1Book a 60-minute value discovery with SCIKIQ and your leadership team
2Pilot Portfolio 360 and compliance graph on your top-10 clients
3Quantify impact: margin, cycle time, compliance, and client experience
sales@scikiq.com  ·  Move the needle on growth, margin, compliance, and client trust—faster than you thought possible.
1 / 1
Download .pptx Exit to page