AI in financial services
Data and AI for finance & wealth management
More than 500 specialists help banks, asset managers, and wealth firms modernize data, put AI into production, and build the platforms they run on.
Governance built in, not bolted on, for institutions where control is non-negotiable.
“Lumenalta®was instrumental in developing the technology that transformed our operations and set us apart in the market. Without their expertise and collaborative approach, we couldn't have built this innovative system that revolutionized our work and scale.”
“Lumenalta®was instrumental in developing the technology that transformed our operations and set us apart in the market. Without their expertise and collaborative approach, we couldn't have built this innovative system that revolutionized our work and scale.”
AI is moving faster than your data foundation, and your regulators are watching.
Financial institutions are under pressure to put AI to work in research, risk, operations, and client service. But legacy data platforms, fragmented systems, and strict regulatory scrutiny make it hard to move fast without losing control.
Getting it right takes a partner big enough to take on major programs and selective enough to give each one our best, with the regulatory fluency to build governance into every step.
That’s the partner we built Lumenalta®to be.
Getting it right takes a partner big enough to take on major programs and selective enough to give each one our best, with the regulatory fluency to build governance into every step.
That’s the partner we built Lumenalta®to be.
Specialist engineering for financial services
We focus on the work that matters most to financial institutions, and we go deep.
Data
Modernize data platforms
Move legacy data estates to governed, AI-ready lakehouses.
AI
Put AI into production
Deploy agents and models for research, risk, and operations.
Regulatory
Build regulatory data
Pipelines and reporting that stand up to regulatory scrutiny.
Investment
Power investment decisions
Fast, reliable data for portfolio managers and analysts.
Platforms
Modernize client platforms
Build the trading, client, and advisor platforms you run on.
Traceability
Trace every decision
Decisions and changes captured continuously, reducing audit risk.
Compliance
Comply by design
Built for frameworks like GDPR, Basel III, and PSD2.
Oversight
Keep humans in charge
AI speeds the work; accountable specialists own every decision.
Benefits
70%
Faster data access approvals
60%
Faster dashboard performance
6 mos.
Regulated trading platform to AWS
High-impact use cases in financial services
We work shoulder to shoulder with your teams on the problems where speed and control both matter.
Agentic research and trading support
Deploy AI agents that analyze markets, assess risk, and surface insights for analysts and portfolio managers, with humans making the final call.
Fraud detection and surveillance
Monitor transactions and behavior in real time, adapt to new fraud patterns, and cut the false positives that drain investigation teams.
Regulatory reporting automation
Automate the data pipelines behind regulatory and client reporting, so reports are faster, accurate, and fully traceable.
Lakehouse modernization
Consolidate fragmented data into a governed lakehouse that serves analytics, AI, and reporting from one source of truth.
Self-service analytics for quant and risk teams
Give data scientists and analysts direct access to large datasets to build and test models without waiting on IT.
Governed data access
Automate access approvals and lineage, so teams get the data they need without compliance gaps.
Wealth client and advisor platforms
Build the portals and advisor tools wealth firms run on, connected to governed data and ready for AI.
AI-powered underwriting and risk assessment
Use AI to analyze applicant, credit, and market data for faster, more accurate risk decisions in lending and insurance.
Speed without the risk
Every engagement runs on AtlusAI, the delivery operating system we built for ourselves, so specialists and AI agents work from shared context. A project that would typically take nine months can take about six with us, depending on the use case.
Shared delivery context
Business goals, architecture decisions, and live execution state, aligned in one place.
End-to-end delivery
We own the program from strategy through production, with one accountable team.
Specialist teams alongside yours
Experts coached in technical mastery and partnership, working shoulder to shoulder.
Decision capture
Decisions, changes, and outcomes are documented continuously, which reduces knowledge loss and hand-off risk.
See how we work...
Built on the platforms we believe in
Databricks is at the core of how we build governed lakehouses for regulated financial institutions, and we deliver with equal strength on AWS and Microsoft Azure, and on Google Cloud.
- 41 Databricks-certified professionals
- 2 Databricks MVPs and 11 Champions
- Delivery on AWS, Azure, and Google Cloud
What our specialists build
With Databricks at our core, our specialists modernize data platforms, put AI and agents into production, and build the applications that run on them. We work shoulder to shoulder with your team, moving at the speed each problem demands.
Common questions
Which data and AI partners work with banks and asset managers?
How is AI governed in financial services?
Can Lumenalta automate regulatory reporting?
Bring us your most important data and AI problem.
Tell us what you’re working on. A specialist will follow up to talk through how we’d approach it.
