
Västra Järnvägsgatan 3, Stockholm, 111 64, Sweden
Analyzera marries AI with quantitative methods to make personalisation work where the unit economics never allowed it. Quantitative techniques can solve most problems in finance, but few people speak that language. Analyzera lets AI be the link
In the traditional world of private banking, true personalisation was only possible for the select few. The unit economics were never there, and personalisation gave way to model portfolios and standardised approaches. Personalisation became a risk questionnaire and perhaps 2 personal meetings each year.
With the advent of AI, that constraint is lifting. Analyzera brings personalisation back to private banks and wealth managers at scale, as well as making it possible to provide fully personalised investment advice at a retail banking scale.
Analyzera was founded by a team who previously led AI investment strategies at J.P. Morgan and Quantitative Investment Strategies at The Third Swedish National Pension Fund and have a long-running track record on applying AI and machine learning to institutional investments.
Analyzera’s view is that AI offers significant improvements to investors and bankers, but AI alone is rarely the solution. Reaching regulatory compliance is key, and that will never be accomplished by AI alone, but by letting AI be the connecting tissue between the systems and services that today create inefficiencies. No human can ever be a salesperson, a quant, an economist, a compliance officer or risk manager all at once, but with the help of Analyzera’s AI that now becomes possible.
Empowering financial institutions to activate retail clients Clients who are not eligible for private banking today often get stuck at the retail broker, overwhelmed by 10,000 different choices, or not interested in the generic nature of robo-advisors. Activating customers is a win-win for clients and banks. Investing should to some extent......
Enabling a higher degree of personalisation Personalisation is difficult to scale, often leading to standardisation and model portfolios. Analyzera changes the picture, by enabling fully personalised yet suitable portfolios to be built at any time, in seconds. Autonomous agents: Sentry Sentry helps ongoing client work by automatically monitoring markets, tax situations and mandates,......