Straive recognizes key challenges across the investment management value chain and provides cutting-edge advanced analytics and AI solutions that drive real business impact.
Leveraging AI and analytics, we help insurance firms optimize asset allocation and improve investment strategies while ensuring regulatory compliance.
~$500 Billion AUM Asset Manager
Created a data processing framework with Alteryx and SQL to automate workflows. Automated reconciliation enhanced data accuracy, customized reporting, and streamlined report generation. This integration of CRM, reporting, and finance systems reduced manual effort and improved efficiency, enabling the client to make informed strategic decisions.
A Top-10 UK Investment Manager
Implemented an AI-powered RFP Response Management System by centralizing the knowledge base, improving search workflows, and automating response generation. The solution enhanced efficiency, accuracy, and scalability, reducing response time from hours to minutes and significantly improving search accuracy.
A Top-5 Fixed Income Manager
Developed a scalable AI solution with fuzzy matching, anomaly detection, and automated root cause analysis. Built real-time data pipelines for CSV, XML, and JSON formats. Automated over 95% of reconciliation processes with AI models. Enhanced resolution times with risk-weighted break classification. Delivered SOC-compliant dashboards integrated with Power BI.
Top-10 Investment Manager
Created an AI-driven entity resolution tool for a top asset management firm to enhance client and advisor data management. The tool integrates data from various sources, including external vendors and internal systems like CRM and Salesforce, using both rule-based and AI methods to eliminate duplicates and establish a single Golden Source record for each entity.
Top-30 Investment Manager
Empowered investment professionals with AI-driven solutions to addresses the critical challenges of manual research processes by optimizing analysis, enabling interactive querying, and visualizing complex relationships across diverse data sources.
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