Client onboarding in wealth management is slow, fragmented, and weighed down by manual data entry, documentation and paperwork. Validating Source of Wealth and conducting desk research add further manual effort. What should be a simple start often drags into weeks of delay.

Palindrome creates a single intelligent view of the client. It takes in documents, meetings and other data, extracts the key facts, prepares onboarding reports, drafts Source of Wealth narratives and automates desk research. It flags inconsistencies where they appear and then pushes the verified information directly into the correct fields across downstream systems.

Onboarding becomes faster, simpler and more accurate. Firms accelerate time to revenue, free teams to focus on clients and deliver a first experience that builds lasting trust

Annual client reviews consume the entire organisation. For the front office, hours are lost on pre-meeting preparation, note-taking and post-meeting admin. The middle and back office are tied up with reporting and data entry. Further time is spent reviewing files and checking for regulatory alignment. Even in simple cases where no advice changes, the process eats away at capacity across the business.

Palindrome streamlines annual client reviews end to end. It produces personalised pre-meeting packs, automates note-taking and post-meeting admin, updates fact finds in back-office systems, generates suitability reports, and runs automated file reviews. The entire workflow is covered, unlocking transformative time savings across front, middle, back office and compliance.

The client review process becomes faster, smarter and more valuable. Firms free up huge capacity to serve more clients, focus attention on higher-value relationships, and achieve natural scale through better client engagement.

Wealth firms struggle to deeply understand their clients. Data is fragmented and underused, making it difficult to segment effectively, personalise offerings, or identify growth opportunities. Without this insight, front-office teams miss chances to build stronger relationships and unlock value.

Palindrome integrates with every client data point from back-office systems to meetings, documents and beyond to create a complete view of each relationship. Its powerful search surfaces any fact that can strengthen engagement, while personalised insights make client interactions more relevant. On top of this foundation, Palindrome’s segmentation engine goes beyond simple demographics to use deeper factors, enabling firms to run intelligent campaigns and surface new opportunities for advisors.

Advisors move beyond generic conversations to deliver tailored guidance that resonates. Firms deepen relationships, strengthen client loyalty, and unlock new growth by turning hidden data into actionable opportunity.

Regulatory bodies are raising expectations. Firms must evidence suitability, audit their back books, report on client vulnerability, and prove that advice is consistently aligned with the right client outcomes. These requirements have driven reporting and admin workloads to unsustainable levels. The gaps are already clear: while only 5% of clients are reported as vulnerable, the true figure is closer to 20% leaving firms exposed to risk and compliance overload.

Palindrome captures data at every client touchpoint and powers a suite of compliance agents. These agents automate file reviews, conduct back-book audits, and flag risks or gaps not only in current advice but across historical client records. Vulnerability checks are run continuously, with results fed back into fact finds and back-office systems. The entire compliance workflow is executed automatically, ensuring 100% client coverage and 100% compliance without adding headcount.

Compliance shifts from a drain to a strength. Reviews are proactive, comprehensive, and deeply embedded into existing processes. Firms achieve full regulatory readiness, uncover hidden vulnerabilities, and set a new standard for oversight delivering an outcome never before possible in the industry.

Acquisitions promise scale and growth, but most fail to deliver. 68% of firms miss financial targets post-acquisition, and integrations drag on for an average of 380 days. In the process, critical client data is lost or fragmented, forcing front-office teams into manual data entry, compliance into patchwork oversight, and clients into disrupted experiences. What should accelerate value creation too often slows it down, eroding confidence in the acquisition itself.

Palindrome accelerates and de-risks integrations by automatically ingesting, reconciling, and unifying client data across acquired systems. Pre-built connectors remove manual effort, prevent data loss, and ensure complete client profiles from day one. Compliance frameworks remain intact, advisors gain instant access to accurate information, and leadership gains a single source of truth across the combined business.

Integration timelines are cut from 380 days to under 120. Client relationships remain seamless, compliance risk is reduced, and advisors focus on growth rather than data cleanup. Productivity is unlocked across all functions, and acquisitions finally deliver on their financial targets with confidence.