Our analytic software helps people identify, understand and manage the risks to their future plans and aspirations.
Our software improves people’s lives and futures.
Our analytics change the way people identify, understand and manage the risks to their future plans and aspirations.
We help financial services firms understand and serve the needs of their customers and act in their customers’ best interests while reducing their cost to serve.
We are living longer. Healthcare costs are soaring.
Social security systems are insolvent. Interest rates remain low.
The result is an unhappy future for most people living in developed countries.
Over the past twenty years, we have been handed responsibility for our future. Although we face more uncertainty than prior generations, we lack frameworks to handle this uncertainty
Our employers have put our future back in our hands and turned us all into reluctant investors. Our governments spend more than they earn and cannot afford to pay for our future or keep us healthy.
Our financial services firms are keen to help us, but they haven't figured out how. Their old methods are not designed for today's digital and mobile world.
Digital and mobile channels have changed what we expect from financial services firms.
A wave of disruptive newcomers is turning old business models on their head.
As a financial services firm, your relationship with your customer is your most valuable asset.
And it is under threat.
It is no longer enough to prove suitability and appropriateness. Firms must now prove they are acting in their customers' best interests.
Most firms find it expensive to serve all but their wealthiest customers. As a result, the rest of us feel underserved or ignored.
Most firms realise their financial products are becoming commoditised. Old-school ``product push`` methods are ineffective in today's mobile world.
We bring together deep experience in financial services and enterprise technology to solve a problem that affects us all.
Cris is an active early-stage investor and former President and CEO at SunGard
Sally is an innovative actuary with non-executive roles in a range of financial organisations
Anne is an experienced executive turned advisor, consultant and non-exec Director.
Former global head of financial services at Booz&Co and head of institutional strategy at Morgan Stanley. Co-inventor.
Former vice-chairman of client services at Morgan Stanley. Professor of Professional Practice at Columbia Business School. Co-inventor.
Former managing director and head of European financial services in capital markets at Morgan Stanley
Customer-facing technology leader with over fifteen years’ experience at Morgan Stanley and UBS
Seasoned software engineer with over twelve years’ experience in supercomputing, computer architecture and high-frequency trading
Lead software engineer with over fifteen years’ experience at Visa Mobile (v.me), Bossa Studios and Atari
12 years of experience in designing and implementing highly sophisticated algorithms and software systems. Passionate about technology and innovation.
Software engineer and algorithms specialist with twelve years' experience in creating efficient algorithms for complex tasks.
Front End Developer and Designer. Passionate about lines, simplicity and coding. He has two award winning mobile applications in his 10 years of experience in the field.
Software Engineer with 3 years of experience in telecom and trading software applications.
Building a German credit business at Bain Capital. Senior advisor @ Boston Consulting Group. Previously head of strategy @ Oaktree (Europe); board member @ Allianz Investment Management.
Managing Director at Morgan Stanley. Globally responsibly for Advisory, Sales & Distribution and Corporate Technology.
Former managing director at Goldman Sachs. Co-founder of financial knowledge process outsourcer Amba Research, now part of Moody’s Analytics.
Former managing director and head of European financial services in capital markets at Morgan Stanley.
Yes, that’s right. Give us a call to understand how we solve these problems.
You can send us an e-mail if you’d like, but we are just as happy to speak to you live.
142 Cromwell Road
London, SW7 4EF
UK Company No. 07476290
+44 79 01 88 88 66