GenAI for Financial Services
GenAI for Financial Services
GenAI for Financial Services
Combining proven GenAI system expertise with deep financial domain knowledge to deliver enterprise-ready AI capabilities.
TESTIMONIAL
"We see Quantly as an integral part of our program to enhance research efficiency by augmenting processes with Generative AI. Its platform supports the rapid development of tailored workflows and offers seamless integration with our existing agentic systems via API. Throughout onboarding and deployment, the Quantly team has been exceptionally responsive and supportive."
Pete Petersen, CTO, Causeway Capital ($67B AUM)
TESTIMONIAL
"We see Quantly as an integral part of our program to enhance research efficiency by augmenting processes with Generative AI. Its platform supports the rapid development of tailored workflows and offers seamless integration with our existing agentic systems via API. Throughout onboarding and deployment, the Quantly team has been exceptionally responsive and supportive."
Pete Petersen, CTO, Causeway Capital ($67B AUM)
WHY QUANTLY
Quantly's Table of AI Elements
Quantly leverages its tech modules to accelerate and de-risk AI initiatives, enabling you to reliably build top class AI systems and use cases.
Workflow & Agent Orchestration
LLMs & AI Gateway
Interface Layer & Integrations
Observability & Governance
Data Source Integration & Readiness
Agent Capabilities
Multi-step workflow execution
Graph-based workflows
Research at scale (batch processing)
Workflow context management
Autonomous workflow triggers (feeds, DBs, webhooks)
Human in the loop
Multi-agent coordination & routing
Agent management (system prompts, context, sources, tools)
Cross-agent context management
Role-based agents (institutionalising knowledge and processes)
Workflow & Agent Orchestration
LLMs & AI Gateway
Interface Layer & Integrations
Observability & Governance
Data Source Integration & Readiness
Agent Capabilities
Multi-step workflow execution
Graph-based workflows
Research at scale (batch processing)
Workflow context management
Autonomous workflow triggers (feeds, DBs, webhooks)
Human in the loop
Multi-agent coordination & routing
Agent management (system prompts, context, sources, tools)
Cross-agent context management
Role-based agents (institutionalising knowledge and processes)
PARTNERSHIP
Partner With Quantly For Your GenAI Strategy
Quantly builds AI systems trusted by banks, asset managers and other financial services companies to power their business
PARTNERSHIP
Partner With Quantly For Your GenAI Strategy
Quantly builds AI systems trusted by banks, asset managers and other financial services companies to power their business
Custom AI Use Cases
We work with your team to design, build and implement custom use cases. We build out specific use cases or end-to-end AI systems. We work closely with your teams to ensure knowledge transfer and future-proof hand-off.
GenAI Data & Infrastructure Foundation
We set up the data pipes and core infrastructure that secure, production-grade GenAI needs, deployed in your environment so every new use case builds on a reliable foundation.
GenAI Strategy & Architecture Advisory
Strategic + technical architecture guidance and review to help teams design robust, future-proof AI systems and prioritise initiatives.
Workshops, Training & Embedded Delivery
High-touch delivery: joint working sessions, fast iteration loops, and focused workshops/upskilling for exec + engineering teams so capabilities stick in-house.
CASE STUDY 1
How Quantly is Accelerating Fund Data Discovery at FE Fundinfo
FE Fundinfo, a leading global fund‐data and technology provider, partnered with Quantly to deploy AI agents that surface answers from millions of internal data points directly inside Microsoft Teams.
CASE STUDY 1
How Quantly is Accelerating Fund Data Discovery at FE Fundinfo
FE Fundinfo, a leading global fund‐data and technology provider, partnered with Quantly to deploy AI agents that surface answers from millions of internal data points directly inside Microsoft Teams.
CASE STUDY 2
End-to-end AI Analyst Platform
Quantly delivered an analyst platform that combines clients' internal and external sources of data, to allow investment teams to automate multi-step workflows.
Test the example platform below.
CASE STUDY 2
End-to-end AI Analyst Platform
Quantly delivered an analyst platform that combines clients' internal and external sources of data, to allow investment teams to automate multi-step workflows.
Test the example platform below.
Impact of fires in Canada on mines in the region
M&A activity over the last 12 months
Run
Deep Research Insights
Every query is a deep research process purpose-built for financial analysis
Impact of fires in Canada
M&A activity last 12m
Deep Research Insights
Every query is a deep research process purpose-built for financial analysis
Impact of fires in Canada
M&A activity last 12m
Deep Research Insights
Every query is a deep research process purpose-built for financial analysis
AI Analyst Assistant
Ask ad-hoc question and go back and forth with your knowledge base, like in any other LLM tool you're used to.
AI Analyst Assistant
Ask ad-hoc question and go back and forth with your knowledge base, like in any other LLM tool you're used to.
AI Analyst Assistant
Ask ad-hoc question and go back and forth with your knowledge base, like in any other LLM tool you're used to.
Data Integrations
Seemless 3rd party and internal data integrations to build agents that work on all your data.
Data Integrations
Seemless 3rd party and internal data integrations to build agents that work on all your data.
Data Integrations
Seemless 3rd party and internal data integrations to build agents that work on all your data.
Output via Email or Teams
Receive outputs directly where you work.
Output via Email or Teams
Receive outputs directly where you work.
Output via Email or Teams
Receive outputs directly where you work.
Works with any LLM
Fits with your LLM stack of choice.
Works with any LLM
Fits with your LLM stack of choice.
Automate any workflow
Describe the workflow you want to automate and deploy it in minutes.
Daily portfolio news monitor
Automate any workflow
Describe the workflow you want to automate and deploy it in minutes.
Set up a daily news monitor for my portfolio.
Scheduling daily news monitor in email.
Automate any workflow
Describe the workflow you want to automate and deploy it in minutes.
Set up a daily news monitor for my portfolio.
Scheduling daily news monitor in email.
FAQS
Questions We Get Asked
Find some quick answers to the most common questions.
What does Quantly do?
Quantly helps firms design, build, and deploy production-grade GenAI systems that are tailored to their data, workflows, and compliance needs. We bring both AI engineering and domain expertise, embedding AI directly into existing and new workflows.
Quantly vs. off the shelf vendors?
Off-the-shelf GenAI tools rarely meet firms’ workflow, data and security standards, leading to poor ROI. Quantly delivers custom systems that embed seamlessly into your existing stack, ensuring control over IP, data, and workflow fit, without the lock-in or superficial outputs typical of generic AI apps.
Quantly vs. traditional consulting?
We’re not generalists. Quantly is AI-native and outcome-focused. Our team combines former analysts, AI engineers, and PhDs who know both financial workflows and cutting-edge GenAI systems. We build solutions that actually work in production, and have proven it. We know what works and what doesn't.
What projects has Quantly delivered so far?
We’ve built GenAI systems for top asset managers, market data providers, and banks. Examples include automating investment research workflows, powering AI-driven client support tools, and deploying analyst platforms used by 1,000+ professionals globally.
How should I think of Quantly in my AI strategy?
Think of Quantly as your AI execution partner, not just an advisor or vendor. We help bridge the gap between strategic ambition and operational delivery, turning AI concepts into production-grade systems that create measurable business value. Our role is to embed GenAI capabilities into your existing data, research, and decision workflows, helping you build internal confidence, governance, and momentum as you scale your firm’s AI maturity.
FAQS
Questions We Get Asked
Find some quick answers to the most common questions.
What does Quantly do?
Quantly vs. off the shelf vendors?
Quantly vs. traditional consulting?
What projects has Quantly delivered so far?
How should I think of Quantly in my AI strategy?
FAQS
Questions We Get Asked
Find some quick answers to the most common questions.
What does Quantly do?
Quantly helps firms design, build, and deploy production-grade GenAI systems that are tailored to their data, workflows, and compliance needs. We bring both AI engineering and domain expertise, embedding AI directly into existing and new workflows.
Quantly vs. off the shelf vendors?
Off-the-shelf GenAI tools rarely meet firms’ workflow, data and security standards, leading to poor ROI. Quantly delivers custom systems that embed seamlessly into your existing stack, ensuring control over IP, data, and workflow fit, without the lock-in or superficial outputs typical of generic AI apps.
Quantly vs. traditional consulting?
We’re not generalists. Quantly is AI-native and outcome-focused. Our team combines former analysts, AI engineers, and PhDs who know both financial workflows and cutting-edge GenAI systems. We build solutions that actually work in production, and have proven it. We know what works and what doesn't.
What projects has Quantly delivered so far?
We’ve built GenAI systems for top asset managers, market data providers, and banks. Examples include automating investment research workflows, powering AI-driven client support tools, and deploying analyst platforms used by 1,000+ professionals globally.
How should I think of Quantly in my AI strategy?
Think of Quantly as your AI execution partner, not just an advisor or vendor. We help bridge the gap between strategic ambition and operational delivery, turning AI concepts into production-grade systems that create measurable business value. Our role is to embed GenAI capabilities into your existing data, research, and decision workflows, helping you build internal confidence, governance, and momentum as you scale your firm’s AI maturity.