For finance and investment firms
Financial services automation
Recurring reports built and delivered on schedule, transactions reconciled across systems, statements and documents read on arrival, CRM records that stay current without anyone maintaining them. Your team reviews the exceptions.
What the back office gets back
30 to 60%
lower process cost
on the work that gets automated
15 to 40
hours saved a week
across the team
3 to 9
months to payback
typical across implementations
These are the outcome ranges across every Aslynx implementation rather than a single finance client. The closest published engagement is an accounting practice that cut 40 hours a month of reconciliation and took month end close from five days to two.
What gets automated
Client statements, management packs and board reporting assembled from live data and delivered on schedule. No one pulls figures into a spreadsheet the night before, and no report is late because the person who builds it was away.
Transactions matched between your accounting system, custodian data and internal records, with only the breaks surfaced for review. The exceptions get attention; the thousands of matching lines do not.
Statements, confirmations and onboarding paperwork read on arrival, with the fields extracted and filed against the right client rather than rekeyed from a PDF.
Contact records, holdings and activity written back automatically, so the CRM reflects what actually happened instead of what someone found time to log. Reporting off it becomes trustworthy.
Audit trails written as work happens, so producing evidence of what was done and when is a query rather than an archaeology project.
Into the systems you already run
No migration and no replacement platform. The automation writes into your existing accounting, CRM and document systems, and connects to internal or legacy tools over API.
Find out what yours would cost
Projects are fixed price, typically between $5,000 and $50,000, set by scope rather than billed by the hour. The audit that produces your number is free and there is no obligation attached to it.