Financial Services
Strategize. Invest. Grow.
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Unleash the Power of AI & Data in Financial Services
In the rapidly evolving financial landscape with surging client expectations for personalized, data-driven advice, partner with LevelShift for your digital transformation. We leverage AI to craft personalized wealth strategies, data platforms and automation to optimize asset management, and integrate IoT sensors with cloud solutions to unlock valuable data insights for smarter REIT property management and investment decisions.
Segments We Serve
Wealth Management
Asset Management
REITs
More Innovative Financial Services with AI Agents
Financial firms must respond more quickly to market demands, remain compliant, and consistently maintain client satisfaction. Our AI agents help you minimize manual effort, accelerate decisions, and elevate the client experience. They bring real-time insights to your advisors and simplify operations with automation built for modern finance.
AI Agents Designed for Financial Services
Automated Document Requests Agent
Sends timely, personalized requests for onboarding, financial records, compliance documents, and verification, so your team doesn’t have to chase down paperwork.
Onboarding Tracker Agent
Keeps advisors informed during the onboarding process. It monitors progress in real time, flags missing documents, and outlines next steps to prevent delays.
Client Profiler Agent
Builds a comprehensive picture of each client by analyzing past interactions, financial behavior, preferences, and history, providing advisors with the context they need to offer more relevant advice.
Why LevelShift
Deep Financial Services Expertise
With 25+ years of serving the financial industry, we understand your evolving needs. We leverage this experience to craft technology solutions that optimize your wealth management, asset management, and REITs operations.
Technology Innovation
Leverage our cutting-edge solutions for AI modeling, data analytics, and cloud platforms designed for financial services. Benefit from advancements in personalized wealth management, data-driven asset management, and intelligent REIT operations for informed investment strategies.
Trusted Transformation Partner
LevelShift is a trusted technology partner with a proven track record in financial services. With over 300 clients, we exceed expectations through a collaborative approach. We work closely with you to understand your specific segment's goals and deliver solutions that empower your financial future.
Our Partners
Legacy systems and fragmented data limit visibility and control. As a specialized Microsoft partner, we help financial institutions unify and activate data using Azure, Data and AI services, and Dynamics 365. The result is better risk oversight, faster regulatory reporting, and more informed financial decisions.
We help financial services firms use Salesforce to manage client relationships, advisory workflows, and service operations. Our solutions connect customer data across channels, enabling personalized engagement, stronger retention, and improved service consistency.
Unify your financial data and enable advanced analytics. Microsoft Fabric brings together transactional, customer, and risk data to support forecasting, fraud detection, and performance analysis—driving stronger governance and more confident investment decisions.
Connect critical financial systems without complexity. LevelShift integrates core banking platforms, CRM, compliance tools, and data warehouses to provide a complete operational view, supporting faster processing, cleaner data, and reliable reporting.
We unify Perforce solutions (Delphix, Perfecto, BlazeMeter, Puppet) to support secure application development, regulatory compliance, and controlled test data management, helping financial institutions release software faster while maintaining audit readiness and data protection.
Disconnected financial systems slowing you down? LevelShift uses MuleSoft to connect core platforms, customer systems, and regulatory tools, enabling real-time data flow and more responsive digital services.