3
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3 investments · sorted by recency
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Investor
Aug 2021
We were founded in 2021 when one of our co-founders Tim Farmer noticed a gap in the financial, legal and healthcare sectors for digital tools to assess financial vulnerability and mental capacity. Our approach uniquely combines clinical and fintech expertise to deliver a SaaS Cognitive Assessment Engine that identifies at risk customers for financial, legal and healthcare providers.
This is supported by our Consultancy and Training Services, designed to ensure businesses and organisations have the correct processes, policies and training in place to support vulnerable clients and patients.
Investor
Jul 2019
ABAKA is an award-winning Enterprise SaaS platform, powered by Artificial Intelligence, specifically designed to create digital customer engagements and digital advice on wealth, saving, life insurance and banking.
For more information, visit www.abaka.me and follow us on Twitter at @My_Abaka.
ABAKAs AI recommendation engine helps Financial Institutions create and display the right actionable recommendations to the right people, at the right time with Next Best Action.
We help incumbents deploy a strategy aligned to their business logic and refine recommendations to increase engagement and customer activation to unlock business value from data.
Our timely and actionable customer insight delivers simple, intuitive, and hyper-personalized, digital client experiences that retain and expand new revenue streams.
Today institutions such as HSBC, Prudential, and Legal & General are licensing the ABAKA technologies across the globe to deliver outstanding customer experiences to their wealth clients and help these achieve financial security.
Fahd Rachidy, Founder and CEO of ABAKA: “We must address customers’ needs for financial education and advice, improve ease of access, and explain the choices over pensions and savings. The pensions industry is facing a huge challenge to achieve better outcomes for customers. We live in a brave new world where individuals bear the full responsibility of managing their savings, yet they can neither find help nor affordable financial advice. We need to educate, engage and empower customers through an excellent financial platform with an ultimate focus on improving their financial wellbeing."
Specialities: Financial Wellbeing, Financial Education, Artificial Intelligence, Financial Advice, Employee Benefits, Software as a Service, Pensions, AI, Customer Experience, Customer Engagement and FinTech
Experience · 8 entries
All (8)
Investments (3)
2023
Advisory Board
May 2023
InvestSuite is a globally active B2B InvestTech company that offers a suite of white-label investment solutions to help financial institutions realise their digital wealth transformation journey and stay ahead of the curve in the new, digital reality of today. Visit us at https://www.investsuite.com.
InvestSuite N.V.
Sluisstraat 79 / 03.01
3000 Leuven
Belgium
www.investsuite.com
Tel: +32 16 841 940
Email: hello@investsuite.com
BTW/TVA: BE0692 527 639
Company number: 0692 527 639
2022
Global Head of Capital Markets
Dec 2022
Orchestrade is the market leading complete cross asset front-to-back trading and risk management platform. Used by investment banks, hedge funds, asset managers, private banks, energy and utility companies. A trusted technology partner that truly understands and meets the needs of firms, from start-up operations to the largest global enterprises.
Founded in 2009, Orchestrade represents the intersection of Silicon Valley and the markets. Our award-winning platform has been implemented by leading financial institutions and energy companies in North America, Europe and Asia to manage some of the world’s most sophisticated trading strategies. Clients benefit from a real-time view of risk, consistent pricing, streamlined operations and a flexible, modern platform.
Orchestrade was conceived as a solution to inflexible, siloed technology. The limitations and costs associated with each business line having its own system (covering just one asset class) are no longer acceptable in today’s competitive world and our founders set out to find a better way.
The result was Orchestrade – a native cross-asset system that is responsive and enables clients to introduce new products and new workflows to market with exceptional speed, reducing total cost of ownership through one easy-to-maintain system.
The results speak for themselves. Orchestrade implementations run on time and on budget. The world needs a better financial technology solution and Orchestrade delivers.
Orchestrade is focussed on helping clients achieve business objectives quickly by removing the technology burden and enabling efficient and autonomous teams.
Orchestrade is headquartered in Silicon Valley with offices in Paris, London and New York.
2021
Investor
Aug 2021
We were founded in 2021 when one of our co-founders Tim Farmer noticed a gap in the financial, legal and healthcare sectors for digital tools to assess financial vulnerability and mental capacity. Our approach uniquely combines clinical and fintech expertise to deliver a SaaS Cognitive Assessment Engine that identifies at risk customers for financial, legal and healthcare providers.
This is supported by our Consultancy and Training Services, designed to ensure businesses and organisations have the correct processes, policies and training in place to support vulnerable clients and patients.
2020
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Investment activity
2019–2023 · 3 investments
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