Private Banking

AI-powered private banking intelligence for accelerating growth

Strategic partner for delivering impactful outcomes in Private Banking

In a market defined by rising client expectations, volatile wealth cycles, and intense competition, Acuity Analytics provides private banks with a decisive advantage. Our fusion of deep Banking expertise, advanced analytics, and AI-driven workflows helps advisors deliver delightful client experiences while driving operational excellence across onboarding, investment research, risk, outreach, and compliance. We empower your teams to protect and grow client wealth, deepen relationships, and expand AUM with confidence and clarity.

Industries

Industries
Capabilities
Technology
Impact stories
Differentiators
Leadership

Industry trends and challenges

Rising regulatory complexity

Global compliance requirements and frequent regulatory changes demand robust monitoring and reporting frameworks.

Pressure on margins

Intensifying competition and client expectations for transparency are driving cost optimisation imperatives.

Digital transformation needs

Adoption of AI, automation and advanced analytics is critical to deliver personalised experiences and operational agility.

Industries we serve

Corporate and Commercial Banks

Investment Banks and Advisory Firms

Specialist Advisory Firms

Capabilities

Customer management

Client acquisition, KYC, onboarding and relationship operations.

Investment research and advisory

Multi-asset research, ESG, macro coverage and content support.

Portfolio management

Asset allocation, reporting, data ops and hedging support.

Lending services

Support across securities-backed, real estate, mortgage, margin and escrow lending.

Retirement planning and wealth transfers

Retirement planning, succession, valuations and legal research.

Distribution and advisory

RM support and mutual fund/insurance advisory and commission reporting.

Sales and marketing

Collateral creation, client reporting, digital campaigns, RFPs and content.

Compliance

Due diligence, monitoring, investment compliance and regulatory support.

Research content services

End-to-end support for content creation, from writing and editing to design and multimedia.

Research operations

Streamlined support for all research operations, from CRM and data management to corporate access and admin services.

Technology and innovation

Data and analytics

Unlock actionable insights from financial data using advanced analytics that drive investment strategies and risk management for leading institutions.

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Enterprise AI

Deploy sophisticated AI solutions that enhance research capabilities and automate repetitive tasks for investment professionals and financial analysts.

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Digital engineering

Develop robust financial technology platforms that integrate seamlessly with existing systems, ensuring regulatory compliance and scalability.

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Cloud

Migrate financial operations to a secure cloud infrastructure that ensures data protection while enabling global collaboration and cost optimisation.

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Digital solutions

Domain-trained AI Built for Banking workflows

Combining two decades of Banking expertise with AI capabilities, our digital solutions streamline deal origination, credit underwriting and research workflows, enabling smarter decisions across the deal lifecycle.

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AI innovation built for financial intelligence

Agent Fleet represents pure innovation designed with two decades of domain expertise and insights fused with advanced AI. It creates automation that is auditable, compliant and ready to deploy in days, not months.

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Impact stories

Delivering scalable support across lending and investment banking to enable global growth and operational excellence

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Transforming reporting, lending and analytics operations through a fully embedded offshore model that delivers strategic bandwidth, innovation and measurable impact

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