AI automation for fund
and corporate services
AI automation for fund
and corporate services
AI automation
for funds and corporate services
our customers
our customers
The problem
The problem
AUM and complexity are compounding. Headcount is not.
AUM and complexity are compounding. Headcount is not.
Today, fund and corporate service providers lose 80% of their time to manual processes.
Today, fund and corporate service providers lose 80% of their time to manual processes.
our SOLUTION
our SOLUTION
Agentic Workflow Engine
Agentic Workflow Engine
From ad-hoc industry tasks to repeatable processes
Team administrators can define standardised workflow that can be deployed across your organization
From ad-hoc industry tasks to repeatable processes
Team administrators can define standardised workflow that can be deployed across your organization
Execute
Analyze
Produce
Team administrators can
Execute the same steps
every time
Execute
Reduce
Produce
Team administrators can
Execute the same steps every time
Ylookup is designed to streamline human-in-the-loop review with in app audit trails,
user validation flows and recurring use of standard formulas.
Ylookup is designed to streamline human-in-the-loop review with in app audit trails,
user validation flows and recurring use of standard formulas.
Practitioners maintain the control to intervene,
review, and adjust where professional judgment is required.
Practitioners maintain the control to intervene, review, and adjust where professional judgment is required.