Impact
Anteambulos
•
Dec 18, 2024
OVERVIEW
Anteambulos approached us with an ambitious goal: empower families to make confident financial decisions, from wealth transfers to legacy planning, with the sophistication of a family office and the accessibility of a digital platform. They needed a way to combine document management, risk analysis, and clear reporting, all within a secure, intuitive environment.
TECHNOLOGY IMPLEMENTATION
We built and delivered a custom AI-powered platform tailored for the specific needs of family offices and high-net-worth individuals. The system draws on local large language models for privacy and regulatory assurance, so sensitive documents stay in-house. We implemented smart retrieval-augmented generation, letting users query decades of memos, investment statements, and trust documents without waiting days for manual review. Our deployment included vector search for rapid recall, multi-agent orchestration for workflow automation, and LLM-powered OCR to unlock data from scanned documents and handwritten notes. Voice-driven features allow families to ask complex questions—like “What changed in last year’s agreement?”—and get reliable, source-linked answers in seconds.
PRIVATE EQUITY APPLICATION
Anteambulos proves that it’s possible to deliver white-glove financial service with modern AI. By making all documents, deal notes, and memos searchable and auditable—without exposing private data—firms cut review cycles, reduce errors, and ensure nothing important gets lost in the shuffle. The result is a more responsive, risk-aware, and client-focused advisory model. If you want to modernise your client interface or internal knowledge systems, Anteambulos’ journey offers a practical blueprint.
CONCLUSION
Our work with Anteambulos shows that responsible, applied AI does not have to mean compromise. We delivered a complete platform, handed over with training and robust documentation, that continues to support secure, compliant, and high-impact decision-making. The engagement stands as an example of how firms can move from idea to execution without losing sight of security, privacy, or user trust.
Related Works
Impact
Anteambulos
•
Dec 18, 2024
OVERVIEW
Anteambulos approached us with an ambitious goal: empower families to make confident financial decisions, from wealth transfers to legacy planning, with the sophistication of a family office and the accessibility of a digital platform. They needed a way to combine document management, risk analysis, and clear reporting, all within a secure, intuitive environment.
TECHNOLOGY IMPLEMENTATION
We built and delivered a custom AI-powered platform tailored for the specific needs of family offices and high-net-worth individuals. The system draws on local large language models for privacy and regulatory assurance, so sensitive documents stay in-house. We implemented smart retrieval-augmented generation, letting users query decades of memos, investment statements, and trust documents without waiting days for manual review. Our deployment included vector search for rapid recall, multi-agent orchestration for workflow automation, and LLM-powered OCR to unlock data from scanned documents and handwritten notes. Voice-driven features allow families to ask complex questions—like “What changed in last year’s agreement?”—and get reliable, source-linked answers in seconds.
PRIVATE EQUITY APPLICATION
Anteambulos proves that it’s possible to deliver white-glove financial service with modern AI. By making all documents, deal notes, and memos searchable and auditable—without exposing private data—firms cut review cycles, reduce errors, and ensure nothing important gets lost in the shuffle. The result is a more responsive, risk-aware, and client-focused advisory model. If you want to modernise your client interface or internal knowledge systems, Anteambulos’ journey offers a practical blueprint.
CONCLUSION
Our work with Anteambulos shows that responsible, applied AI does not have to mean compromise. We delivered a complete platform, handed over with training and robust documentation, that continues to support secure, compliant, and high-impact decision-making. The engagement stands as an example of how firms can move from idea to execution without losing sight of security, privacy, or user trust.