Drive efficiency with AI-powered regulatory compliance and advanced document workflows

Automate investment suitability and disclosure with AI that parses KYC, risk profiles, and marketing materials, flags gaps against FINRA/SEC rules, and generates audit-ready artifacts. Reduce review cycles from hours to minutes while improving consistency, traceability, and approval throughput across front-, middle-, and back-office workflows.

Financial technology consulting for AI-driven compliance automation
 

Accelerate structured products engineering and time-to-market

Digitize structured notes end-to-end with a data-first model (e.g., JSON/YAML) that drives payoff design, pricing, term sheet generation, and distribution. Apply ML for volatility forecasting, reinforcement learning for dynamic hedging, and automated FINRA EBS/SEC reporting to cut launch times from weeks to days and reduce manual errors.

Financial services technology solutions for structured product automation
 

Scale market risk solutions with deep technical expertise

Deploy agentic AI to interpret regulations, orchestrate controls, and generate evidence for audits while scaling risk analytics. Use ML to detect exposure anomalies, liquidity stress, and correlated risks; then automate validations, attestations, and reporting so teams focus on high-judgment risk decisions, not repetitive checks.

Financial technology consulting for optimizing AI-based risk management
 

Optimize costs and audit trails through robust platform observability

Instrument AI and workflow orchestration with granular, end-to-end traceability that logs every state transition, decision, and exception. Reduce rework and incident costs through deterministic retries, timeouts, and automated compensations—preserving complete audit trails for models, prompts, data lineage, and system actions.

Agentic AI solutions for financial services technology
 

Deploy with zero downtime for unparalleled operational resilience

Adopt AI-augmented SDLC with trunk-based development, progressive delivery, and automated quality gates to ship frequently without outages. Use predictive tests, smart rollbacks, and policy-as-code to minimize release risk while meeting strict uptime, compliance, and recovery objectives across critical financial platforms.

AI SDLC in financial services

Explore our BFSI industry expertise

Under the umbrella of our financial services technology solutions, we also offer specialized capabilities to meet unique needs in specific sectors.

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Asset and wealth management

Maximize AUM growth and client retention with AI-driven portfolio optimization, seamless CRM integration, and alternative investment capabilities. Navigate regulatory challenges, streamline T+1 settlement, and capitalize on the Great Wealth Transfer with our industry-leading solutions.

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Embedded banking and payments

Embed compliant payments, accounts, and lending into core experiences with scalable, secure APIs and real-time decisioning. Integrate fraud detection, KYC/AML checks, and settlement automation to handle high-volume transactions while maintaining low latency, strong controls, and seamless customer journeys across channels.

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Capital markets

Engineer low-latency trading, risk, and post-trade platforms that handle real-time data, complex derivatives, and regulatory precision. Combine model-driven product definitions with AI-enhanced pricing, surveillance, and reporting to boost throughput, reduce operational risk, and meet evolving requirements like T+1 and rapid trade reporting.

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Insurance

Make the most of your insurance technology investments by revamping your enterprise’s ecosystem for resilience, growth, and continual competitive agility with state-of-the-art AI and analytical capabilities, customer 360° views, and cloud solutions.

Our strategic partners

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Our latest Financial Services innovations

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Investment suitability assistant

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AI financial advisor: Assess investment suitability with GenAI

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Setting new standards for BFSI efficiency with AI-powered document processing

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The GenAI Investment Suitability Assistant

The GenAI Investment Suitability Assistant by Grid Dynamics is an innovative wealth management starter kit that transforms how financial advisors match investments with investors. Using advanced semantic vector search and multimodal large language models, this solution streamlines the complex process of investment suitability assessment. The assistant processes diverse data sources—from CRM profiles to fund documentation—analyzing both client factors and investment characteristics to generate comprehensive suitability scores. By automating the analysis of complex investment documentation while ensuring compliance with SEC RegBI and FINRA Rule 2111 requirements, the tool is particularly valuable for evaluating alternative investments like private equity, private credit, and real estate, where manual analysis would typically require significant time and resources.

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