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The latest from Jicate
News, announcements, and updates from across the company.
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Jicate for Financial Services
Helping financial institutions meet the demands of tomorrow's customers, regulators, and markets.
Jicate is built to operate inside highly regulated environments. With security, governance, and data at its core, it gives your analysts and engineers the operational efficiency to move quickly without cutting corners.
Go beyond dashboards and one-off analytics: drive real organizational change with a platform that ties your data directly to business outcomes.
Driving Industry Outcomes
What used to take days now takes seconds.
Head of Data Analytics & Innovation
Partner
A global wealth manager
Challenge
To streamline key customer-service workflows, the firm needed a single operational source of truth for customer data — one that would end inconsistencies across systems and remove the reliance on manual processes.
Solution
Working with Jicate, the firm built a federated customer master: one interface for running agentic workflows on top of customer data to streamline and automate the workflows that matter most.
- Account-opening time cut from days to seconds
- The number of people needed to open a new account reduced dramatically
Where We Work
Retail & Investment Banking
Unify customer knowledge to optimize marketing, pricing and services throughout the entire customer lifecycle.
Customer 360
Get integrated, easy-to-reach 360° visibility into customer data across the bank, and turn it into Customer 360 views tailored to any number of use cases.
Client Onboarding
Run the entire KYC process from one interface, with AI suggestions that help analysts prioritize and stay consistent, plus risk scores that speed up review.
Next Best Offer
Build cross-sell and up-sell campaigns aimed at fine-grained customer segments, feed propensity and segmentation models with direct feedback to sharpen results, and configure campaigns to fit your needs.
Asset Management
Get a 360° view of your portfolio and continuously calibrate your fund's position against both internal and external market data.
Portfolio 360
Bring a complete, real-time view of your portfolio together, and keep your fund's position continuously calibrated against internal and external market data.
Risk Attribution & Asset Allocation
Review and approve fund allocations enriched with transaction data for oversight. Train portfolios on historical returns, flex exposures as needed, and flag compliance deviations for immediate resolution.
Private Equity
Drive value across every portfolio with modeling and scenario analysis, automating workflows and simplifying reporting and compliance.
Screening & Diligence
Automatically extract and review deal documentation, apply and validate your screening criteria, auto-generate diligence questions and score counterparty responses, and draft tearsheets for you.
Fundraising DDQ
Speed up response generation and sign-off for inbound ODD requests from LPs, using retrieval workflows that search prior DDQs and policy documents to produce robust, compliant answers.