Think. Make. Do.
Execute Transformative Solutions
At Praxis Solutions, Inc., our purpose is to bring your product vision to life. We have the experience and the expertise to co-create with your team truly exceptional wealth and investment management solutions that meet your unique needs and provides ongoing support to ensure implementation success.
Implement Software
We serve as your comprehensive AI partner, guiding you through every step—from seamless implementation to training your team to providing ongoing support.
Integrate Your Organization
Our software development and integration leverage our prebuilt IP library, allowing us to become an integral part of your team as our expertise weaves into the fabric of your organization.
Improve Efficiencies
Our ongoing model training delivers measurable results, continuously enhancing your operations and driving efficiency so you can scale your business.
CASE STUDY
Private Investment Digital Analysis Solution
This client turned to Praxis Solutions, Inc to summarize key insights and develop a scoring system for their investment committee. Previously, manual document reviews took 10 days and were prone to subjective interpretation. With the new approach, the client completes due diligence in just 3 days, achieving a 70% reduction in processing time and improving decision-making efficiency.
Our client’s process to conduct due diligence on real estate investments was limiting the scalability of their business model, as it was time-consuming and inefficient.
Manually reviewing documents took 10 days, and data subjectivity was an issue.
1. AUTOMATED TEXT EXTRACTION, DEAL EVALUATION & REPORTING
We built a custom AI solution that automatically extracts key data from documents, summarizes the findings and provides a score based on the client’s custom due diligence metrics. This significantly reduced the manual effort required, allowing human experts to focus on tasks requiring judgment and expertise.
2. DATA STRATEGY & TRAINING
We collaborated with the client to develop a forward-looking data and AI implementation strategy. This included guidance on data management methods to improve the quality and consistency of their data and future AI models.
The client can now complete due diligence in 3 days,
a 70% reduction in processing time.
After the investment analytics were streamlined and scaled, the client requested that we integrate the investment decisioning process into the advisor workstation of the front office and the back office record-keeping system.
Our solution streamlines their workflow, improves data quality, and frees up valuable human resources at the analyst level, but also at the supervisory, compliance and senior management. Together, we have defined an AI-driven business strategy to support their continued growth.
Solutions That Drive Results
Every financial institution has unique data sets, workflows, and goals. Our team of experts works closely with you to understand your specific needs and craft solutions that seamlessly integrate with your existing infrastructure.