Financial Services

Working with companies across the UK and Europe, Aiimi has extensive experience helping financial services organisations to know their customers, deals, suppliers and data using both traditional and novel contemporary approaches to investigating and visualising unstructured and structured information. From the legal and compliance teams who are responsible for generating and storing arrays of documents related to the customer or the deal, to the fund managers who need to access and consume decision making information before placing trades, our information management solutions are at the heart of what our customers do. We take our industry experts and leading technology solutions to implement solutions including:

  • Document Management for Legal, KYC, Compliance and Operations
  • Management Information Dashboards
  • Customer Service Management Solutions
  • Compensation and Incentives Management
  • Self Service Analytics
  • Data Warehousing and Master Data Management
  • Data Quality and Information Security

Aiimi have worked with organisations of all sizes from retail banking to capital markets, fund management and intermediary deal platform providers. We’ve helped Smith & Williamson by developing a collaborative dashboard delivering decision making information from analysts to fund managers. At BlueBay Asset Management, we have delivered a legal document management solution and a process to publish information to their worldwide operating companies. UBS use our consultants to build data models and reporting solutions, introducing speed and efficiency into the delivery of investment decision making information.