Financial Advisor
Fintuity
A machine learning-based financial advisory platform for a UK-based company
Challenge
Fintuity was looking for an experienced long-term technological partner to create a flexible hybrid advisory platform that leverages machine learning and human expertise. HES engineers were tasked with implementing an end-to-end system: from web design and a client portal to the core logic and back-office architecture.
Approach
The delivered solution is a single machine learning-based platform that analyzes data in real-time and automatically creates investment plans. The platform is built on the basis of the HES Core Lending Engine.
Result
The project outcome is a comprehensive and personalised advisory platform that reviews clients’ financial arrangements. Based on machine learning algorithms, the solution allows each client to assume an appropriate level of risk and ensures that they do not pay excessive fees.
The solution is based on modular architecture and comprises the following elements:
- Roles and permissions for managing system users (IFAs, system administrators, assistants, support specialists)
- Advanced system configuration including security and calculator base settings, KYC profiles
- Template-based document generation
- In detail information about clients and service providers (IFAs)
- Investment plan generation according to the goals of a client
“HES is one of those vendors that offers comprehensive front-to-back solutions with full integrations. We feel confident that our new machine learning platform will allow us to offer clients best-in-class investment advice services.”
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