Monarch believes in technology and wanted to be at the forefront. We guided their evaluation of every option on the market, then built a purpose-fit solution that met their exact needs at a fraction of the cost.
Close to 300 financial advisors at Monarch manage thousands of client relationships, each requiring Know Your Product (KYP) documentation for every fund recommendation. The manual KYP process was time-consuming, error-prone, and created compliance risk at every step.
Monarch is a company that believes in technology and wants to be at the forefront. Through our gated process, we supported their review of every viable option on the market. The alternatives ranged from 3 to 10 times the cost and none were purpose-built for their exact needs. This is the age of hyper-customisation: companies no longer have to fit their problems into someone else's solution. We built one that solved theirs.
We built a fund selection engine that combines deterministic matching logic with AI-powered natural language generation. The system does not guess or hallucinate. It follows strict rule-based selection criteria, then uses AI to explain its reasoning in language advisors and regulators can understand.
Every recommendation produces a compliance-ready rationale document that traces the decision path from client profile to fund selection. The system is bilingual from the ground up, supporting full English and French operation across all interfaces and generated documents.
We follow a structured Gate/Phase methodology that moves fast without cutting corners. For Monarch, this meant a focused build phase followed by a deliberate deployment rollout across their advisor network.
