CollationAI @CollationAI

''Collation.AI 🤖 has successfully built & meticulously maintained 2️⃣ data connectors 🔁 for the #custodian banks 🏦 our #RIA clients have been using Product Manager @ a Portfolio Software Provider in Massachusetts - USA 🇺🇸 collation.ai

Investing correctly in #AI? Hear you ❗ we have the exact same concern 🙄 Introducing Collation.AI ➡️ you can keep using your favourite #vibecoding, #LLM product without exposing your data to them ✅ ➡️ everything runs on your regulatory-friendly 🤝 local environment

''We hired Collation.AI 🤖 to systemically pull down our data from our #generalledger and house 🏠 it in our own centralized #datawarehouse where we have Full Admin access at All Times! We love it ❤️ Controller @ SFO in Chicago - USA 🇺🇸

What is a Data Warehouse and How is it used by Financial Institutions such as Registered Investment Advisors (RIAs), Family Offices (FOs)? linkedin.com/pulse/what-dat…

#FutureProofFestival 📅 (Sep. 07 – 10 at Huntington Beach, CA 🏄‍♂️) Anyone else attending?

''We were struggling badly with our manual #workflows until we brought in Collation.AI. They have automated 🏭 all of our data audit 🔎 workflows across our Portfolio Management Software, CRM System, Alternative Investments Data Handling Vendor 🖥️ ''. CTO @ RIA in CA

Asset Management sector is aggressively automating its operational processes, but outdated legacy tech. continues to slow down digital transformation! linkedin.com/pulse/asset-ma…

Asset managers push #automation as legacy systems drag 🦥  ''The study highlighted how outdated systems are weighing heavily on operations. ·      Data fragmentation was also found to be a major strain on managers.'' fintech.global/2025/08/18/ass…

Tired 🥱 of building / downloading reports which take ages? ⏰ Collation.AI's Bots 🤖 hear you.. Get instant ⚡ #insights on your #Data so that you can respond faster to market changes 💱 more on collation.ai

Building Ria Platforms Lessons from #stonecutter linkedin.com/pulse/building…

Collation.AI 🤖 and Kolker Consulting Group 🧠 will be at #FutureProofFestival between Sep. 07th – 10th at Huntington Beach, CA 🏄‍♂️ If you’re attending, drop a comment so we can lock in a time 📅 @FutureProof_HQ Joe Kolker Matt Middleton

Anyone seen Eric Schmidt's interview on Traditional User Interfaces Going Away? 🛳️ 👋 He says ''people struggle 😤 with user interfaces designed by other people tiktok.com/@todayin_ai/vi…

#RIAs effortlessly need to manage & process vast amounts 🏗️ of #data, OR DO THEY ACTUALLY? 🤨 WHAT IF there was an alternative where ''No Change'' 🙅‍♀️ is required on tech. stack YET they can OUTSOURCE with confidence? 🥳 collation.ai

The Hidden Cost: Why "Good Enough" Data is Hurting Your RIA linkedin.com/pulse/hidden-c…

What family offices are using AI for:

Some #RIAs have been growing 📈 client engagement 🤝 YoY thanks to seamless #automation 🏭 across their data processes; minimising manual intervention 🪓

#familyoffice's most cited concerns about tech.

#casestudies series continues.. A ☘ Boston-based #RIA required their Portfolio System tally with 🤝 their #CRM System

#casestudies series continues.. A ☀ Florida-based #MFO needed to get ▶ their #PDF data into their #portfoliosystem automatically ✅

#casestudies series continues.. A 🛢 Texas-based #RIA needed to ensure 📩 incoming client #emails would go ➡ to the correct people in the org.