New Client April 2, 2025
We are excited to announce our latest client—one of the world’s largest private banks, managing trillions in AUM and consistently ranked among the top global financial institutions. A leader in private banking, investment banking, and asset management, this institution serves ultra-high-net-worth individuals, institutions, and corporations worldwide. With a deep legacy in global finance, it continues to shape the industry as one of the world’s premier institutions.
In an increasingly complex financial landscape, operational efficiency is key to scalability and growth. Committed to digital transformation, our client invests in AI and automation to drive efficiency and enhance decision-making. Seeking an innovative, scalable solution to streamline private markets data workflows, particularly in unstructured data, they required a robust automation system to replace manual, error-prone processes while managing a vast portfolio of alternative investments.
The global bank selected Alkymi for our industry-leading data workflow capabilities and scalable cutting-edge automation. Our solution enables them to:
By leveraging Alkymi’s advanced automation, our latest client is positioned to drive greater efficiency, accuracy, and scalability across its private markets operations.
Want to learn how Alkymi can transform your private markets operations? Connect with us
Alkymi's mid-year review highlights AI innovation, private markets automation, document retrieval, enterprise workflows, customer growth, partnerships & awards
Explore the next generation of Automated Document Retrieval that uses APIs, agentic AI, and human oversight to streamline investor portal workflows.
Alkymi is shortlisted for three Data Management Insight Awards USA 2026 categories, recognizing its AI-powered data automation platform.