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Glass skyscrapers in a financial district under an overcast sky

AI put to work inside banks, insurers and wealth managers, on their own terms with their customers, their regulators and their markets.

NRY builds for regulated operations first. Security, governance and data discipline are in every build from the start, which is what gives analysts and engineers the room to work on the hard problems instead of the paperwork.

This is more than dashboards and one-off analytics. A Forge build ties the data to a business outcome you can see in the operation itself, not only in the reporting.

Driving Industry Outcomes

Its clients keep their money at several banks on purpose. What the firm needed was to see a family's whole estate as one, without asking any bank to change how it reports.

NRY Partners · Field notes, Benelux
Partner
An independent wealth manager
Challenge
The firm holds none of its clients' assets. Every mandate runs on portfolios at other banks, each reporting in its own format, so a family's whole estate existed only as a stack of statements added up by hand.
Solution
NRY built one record per client on Forge: positions, costs and risk from every custodian side by side, with every line traceable to the statement it came from.
Impact
A family's estate is reviewed as one portfolio, across every bank that holds part of it. Risk profiles are checked against the consolidated position. Managers and banking costs are compared on one basis.

Where We Work

Retail & Investment Banking

Know each customer once, and use it for marketing, pricing and service across the whole relationship.

Customer 360

Customer data from across the bank, brought into one view that any team can set up for its own use.

Client Onboarding

One screen for the whole KYC process, with suggestions that order the analyst's queue, keep the checks consistent, and put the attention on the customers who warrant it.

Next Best Offer

Cross-sell and up-sell campaigns aimed at precise customer groups, with the likelihood models built into the campaign itself.

Asset Management

See the whole portfolio live and adjust the fund's position as internal and market signals change.

Portfolio 360

Positions, exposures and mandates in one view, updated as markets and models move.

Risk Attribution & Asset Allocation

Review and approve allocations with the transaction data beside them, and test a portfolio against past scenarios before committing capital.

Private Equity

Grow value across the portfolio with models and scenarios that show what a strategy does before it is carried out.

Portfolio Monitoring & Valuation

Pull portfolio-company data into a standard form under quality controls, and build simple workflows for valuation and reporting on top.

Screening & Diligence

Deal documents read and reviewed automatically, screening criteria applied, and a diligence pack assembled with every source traceable.

Fundraising DDQ

Answer inbound due-diligence questionnaires faster: prior answers are found and reused, and every response stays consistent through sign-off.

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