Forge your
AI financial personalization edge
BEAM is your agentic AI Financial Personalization Engine, delivering real-time, segment-of-one treatment for every client. Runs in your cloud. Live in under 3 months at a fraction of in-house build.
Ownable AI differentiation · Segment-of-one at scale · Best ROI, lowest risk, fastest
Live in under 3 months with a use‑case‑led rollout.
Your data, your cloud, your governance.
Own your AI edge with a white‑labeled foundation tailored to your business.
What is AI Financial Personalization?
AI Financial Personalization makes every client a segment-of-one across products, channels, and workflows - triggering the right action, advice, or offer in real time. Think Amazon-grade relevance for regulated finance. A flywheel of Understanding → Proactivity → Dependence → Empowerment that accelerates revenue, loyalty, and efficiency.
The right products and advice find the right clients at the right moments, while teams move faster at lower unit cost.
How it works - in your cloud
In your cloud, BEAM is the AI personalization layer with an AI/ML and data foundation that sits alongside existing systems and data, in front of existing staff and client channels - all under your governance. It’s deployed use-case first: each business problem is solved via customizations you own, running on the engine and becoming your differentiation. Working agentically, its Personalization Microservice continuously unifies rich, real-time client contexts across products and workflows to enable segment-of-one treatment for all.
- Data stays in-house; and build an AI financial personalization edge owned by you.
- Your AI customizations on the Engine accelerate your revenue, loyalty and efficiency.
- Scales with your needs, supports any new model, and maximizes ROI on AI compute you already run.
BEAM Engine Architecture
Deploys in your cloud with your data.
Proven outcomes in financial services
Your AI Customizations
Owned by you, so you can create, control and scale your AI differentiation
ClientMatch - Personalized Growth
AI-driven client-product matching to boost revenue with precisely timed, individualized offers.
“The right product finds the right client.”
ClientContext - Enhanced Engagement
Personalized lifecycle management to nurture clients and reduce churn.
“The right move in every moment.”
StaffAssist - Efficiency at Scale
AI productivity boost for advisors and support staff. Automates routine tasks and delivers instant, context-specific knowledge.
“Faster, smarter, and more productive staff.”
Why BEAM vs. alternatives
BEAM is your best path to a scalable AI personalization edge
- Narrow use cases; no lasting advantage; anyone can buy.
- Don’t scale into a coherent, firm‑wide personalization.
- Control of data & limited by their roadmap.
- Years and many tens of millions to realize.
- High execution risk; opportunity cost mounts.
- Hard to keep pace with AI advances.
- Live in under 3 months; runs in your cloud and maximizes ROI on existing AI compute.
- Your AI customizations become your edge.
- A fraction of the cost of internal or consultancy builds.
Team
Technology and innovation leaders from major global banks who scaled regulated FS AI/Data platforms to realized hundreds of millions in business value.
Advisors
Deployment & Security
Let’s scale your AI edge to lead the next era of personalized finance
- Live in under 3 months, not 2+ years.
- Full data control. Your AI, your edge.
- A fraction of the cost of internal or consultancy builds.