Automation opportunities for Atlantia
We created this short interactive demonstration to illustrate how repetitive workflows in wealth management can be automated while keeping human oversight where it matters.
It is based on common workflows in wealth and asset management — not on any knowledge of your internal processes.
- Documents received
- Data extracted & structured
- Cross-checks · 1 exception
- PEP & sanctions screening (simulated)
- Case prepared for compliance reviewHuman
Suggested starting points
Each demo walks through a realistic workflow with fictional data — including the exceptions and the points where people decide.
Document intelligence
Classify incoming client documents, extract the fields that matter and flag inconsistencies between them.
Twelve documents become 47 structured fields — and the three that disagree are flagged.
Client reporting
Collect, validate and assemble client reports across custodians — ready for review, not for rework.
Portfolio data in, a polished client report ready for approval out.
Multi-custodian reconciliation
Match positions across custodians and the portfolio system, then investigate and route every break.
Two custodian feeds against the PMS — the one break is found, explained and routed.
Relationship-manager copilot
Ask a question about a client in plain language and get a sourced answer from your own systems.
“Prepare a meeting briefing” — a sourced one-page briefing in seconds.
Client onboarding
From first documents to an approved, system-ready client file — with every exception surfaced for review.
Documents in, structured client profile and prepared compliance case out.
Periodic KYC / AML review
Prepare hundreds of periodic reviews at once and focus compliance attention on the files that actually need it.
500 client files, prioritised — the 13 that need attention first rise to the top.
Same workflow. Different shape.
Automation rarely removes a process. It removes the copying, checking and chasing between the steps that need judgement.
Today, typically
8 steps- 1Email arrives with attachments
- 2Download and rename documents
- 3Open each PDF
- 4Copy data into the CRM
- 5Check across systems
- 6Run screening checks
- 7Email a colleague for review
- 8Update CRM and PMS
With workflow automation
5 steps- 1Client submits information
- 2Documents processed and data extracted
- 3Checks run, exceptions identified
- Human review
- 5Systems updated
People concentrate on the review step. Everything around it is prepared, checked and recorded automatically.
Automate the work. Keep the judgement.
In a regulated business, the valuable part of a workflow is the decision — not the copying that precedes it. Our automations prepare, check and route; the people accountable decide.
- 1Automated checks completed
- 2Case prepared
- 3Exceptions highlighted
- 4Human review
- 5Approve · Request information · Reject
Decisions stay human
Compliance, investment and client decisions are never taken by the system.
Every step is recorded
Automated and human actions are written to an audit trail with sources.
Your policies, your thresholds
Rules, risk factors and escalation paths follow the firm's own framework.
Built around existing systems
We connect to your PMS, CRM, custodian feeds and screening providers rather than replacing them.
Where automation can help
Most operational time in wealth management goes into a small number of recurring workflows. These are the ones we typically look at first.
Client lifecycle
From first documents to periodic review and offboarding.
- Client onboarding
- Document collection & processing
- Data extraction
- KYC, AML, PEP & sanctions screening
- Risk assessment
- Periodic reviews
- Client offboarding
Compliance
Prepare the case. Keep the decision.
- KYC refresh
- Screening workflows
- Source of wealth / source of funds
- Risk scoring
- Exception handling & routing
- Audit-trail generation
Operations
Fewer spreadsheets between custodians, PMS and CRM.
- Multi-custodian reconciliation
- Exception management
- Data validation & quality checks
- PMS / CRM synchronisation
- Transaction workflows
- Operational task routing
Reporting & advisory
More time with clients, less time assembling information.
- Client reporting
- Management reporting
- Portfolio summaries
- Relationship-manager briefings
- Internal knowledge retrieval
Estimate the workload in one workflow
A deliberately simple model. Enter your own assumptions — nothing is stored or sent.
Illustrative calculation based solely on the inputs above. It is not a quote, a measured result or a promise of savings.
Human-in-the-loop by design
Every workflow has explicit review points.
Designed for regulated environments
Audit trails, access control and data minimisation from the start.
Simulated demonstration data
Everything on this site is fictional.
Modular integration architecture
Screening, PMS, CRM and custodian connectors behind clean interfaces.
Find your highest-value automation opportunity.
We can map one of your existing workflows and identify which steps can be automated, which should remain human-controlled, and where the largest operational gains may be.