tldr: Saturn automates investment research, compliance, and back-office workflows for wealth managers, significantly reducing operational costs and freeing up time to focus on client engagement and growth.

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Hey everyone, we're Michael, Rohit, and Amal, and we are on a mission to make wealth building more accessible for everyone by making wealth managers more efficient and scalable.

🧨 The Problem:

Servicing a client with compliance and back-office tasks is a time drain

Wealth managers spend an inordinate amount of time and resources on manual compliance and administrative tasks. This inefficiency leads to higher operational costs and limits their ability to serve more clients effectively.

Take our client, Jason, as an example. Jason runs a mid-sized advisory firm in Norwich, UK, with over 15,000 clients and spends over 15 hours per client per year on compliance paperwork and back-office management all for doing one check-in a year.

These manual processes drain his time and increase operational costs. This time and money could be better spent on growing his client base and enhancing client services.

🎉 The Solution:

Automated AI-powered wealth management operating system built for scale and personalisation

Saturn helps wealth managers like Jason automate their compliance and back-office tasks, allowing them to focus more on client engagement and growth. Our platform uses AI to streamline processes and ensure real-time compliance, including:

• Personalised investment research
• Faster client onboarding
• Seamless Compliance reporting
• Client growth & analytics

Using Saturn, wealth managers:

✔️ Save over 50% of the time typically spent on compliance and admin tasks

✔️ Increase operational efficiency, allowing them to offer more services and serve more clients

✔️ Improve personalisation, retention and net revenue from their client

💎 Opportunity:

Driving the Future of Wealth Management

Wealth management firms, like Jason's, waste countless hours and resources on manual compliance and operations—a massive inefficiency across the industry. Saturn is uniquely positioned to eliminate this burden through complete AI powered backoffice automation.

Imagine a world where wealth managers can seamlessly guide clients through their entire financial lifecycle, making this service accessible to many more people. This is the future Saturn aims to create.

Big opportunities like the wealth transfer, growing consumer needs amongst wider demographics requires a more digital and robust system to serve them.

The current systems simply cannot scale to serve the need, they are plagued by operational challenges added by bad tech, increasing regulatory pressure, and cost base.

This industry is in a dire need of a transformation

Saturn aims to be at the forefront of this transformation, driving the future of wealth management.

✅ Progress so far

1. Grown to serve 200 firms globally
2. Cashflow positive since month 2 in the market, live since Feb.
3. Awesome team of 8 people.

👋 Ask: How you can help

1. Connect us to wealth managers or financial advisors in your network. Intro us.
2. Know any killer engineer or product visionaries with experience in Wealth Tech and Financial Services. Intro us.