Banking & Financial Services
Our Data Analytics and AI Offerings Across the Investment Value Chain

How does our Analytics and AI Solutions Empower Wealth Manager and Investment Ops
Straive recognizes key challenges in the Investment Management Lifecycle and provides cutting edge advance analytics and AI solutions to improve revenue growth, drive operational efficiency and enhance client experience.
All of this comes with real-time data quality checks and at scale.
We have Designed a Playbook to Identify and Prioritize Enterprise Transformation Efforts

Our Select Offerings for Investment Managers
Growth
Cost Savings
Outperformance
Compliance
Growth
Build and Manage Enterprise Data as Core Differentiator
Advanced Analytics for Actionable Insights
Operationalize Generative AI At Scale
Build and Manage Enterprise Data as Core Differentiator

- Client 360 View
- Sales Pipeline Optimization
- Data-Driven Marketing Insights
Advanced Analytics for Actionable Insights

- Client Behavior Analysis
- Personalized Content Delivery
- Advisor Insights Dashboard
Operationalize Generative AI At Scale

- Personalized Advisor Insights
- Sales Cycle and Best-time-to-reach Models
- AI-Generated Client Reports
Cost Savings
Build and Manage Enterprise Data as Core Differentiator
Advanced Analytics for Actionable Insights
Operationalize Generative AI At Scale
Build and Manage Enterprise Data as Core Differentiator

- Standardized Data Workflows
- Expense Tracking and Analysis
- Resource Optimization
Advanced Analytics for Actionable Insights

- Cost Forecasting Models
- Capacity Planning
- Efficiency Metrics Tracking
Operationalize Generative AI At Scale

- RFP/DDQ Automation
- Smart Workflow Automation
- Self-Service Analytics
Outperformance
Build and Manage Enterprise Data as Core Differentiator
Advanced Analytics for Actionable Insights
Operationalize Generative AI At Scale
Build and Manage Enterprise Data as Core Differentiator

- Market Data Aggregation
- Performance Benchmarking
- Portfolio Optimization
Advanced Analytics for Actionable Insights

- Scenario Modeling
- Risk/Reward Assessment Tools
- Client-Specific Market Alerts
Operationalize Generative AI At Scale

- Sentiment Analysis for Investment Strategies
- AI-Driven Fund Flow Predictions
- Adaptive Portfolio Strategies
Compliance
Build and Manage Enterprise Data as Core Differentiator
Advanced Analytics for Actionable Insights
Operationalize Generative AI At Scale
Build and Manage Enterprise Data as Core Differentiator

- Centralized KYC Data
- Risk Data Repository
- Data Quality Assurance
Advanced Analytics for Actionable Insights

- Fraud Detection Analytics
- Predictive Compliance Monitoring
- Enhanced Due Diligence
Operationalize Generative AI At Scale

- Real-Time Compliance Monitoring
- Behavioral Pattern Recognition
- Risk Scoring Models
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