Bespoke AI for leading Wealth Managers and Private Banks
Your data + your AI + your platform
Faster growth + higher margins + happier clients
Faster growth
Powerful growth drivers and revenue streams
Unlock more, high quality referrals by adopting a systematic approach
Radically increase advisor capacity: do less admin, spend more time with clients
Accelerate your product innovation: identify client needs faster
Higher margins
Transformative operational efficiency across all workflows
Automate all non-client facing aspects of the annual client review process
Generate any client documentation instantly, from meeting notes to suitability reports
Review client files instantly to reduce risks, ensure compliance, and save time
Happier clients
Exceptional Client Experiences and Deeper Relationships
Significantly reduce response time for great client engagement
Eliminate data siloes: instantly retrieve and query client information for faster decision-making
Enhance relationships and financial outcomes through client-centric insights
Impact
Palindrome eliminated manual admin across the annual client review workflow. It reduced key post-meeting workflows to less than five minutes, used pre-meeting insights to improve client engagement, and increased share of wallet.
“What Palindrome's given us will already save me a month a year.”
$10bn+ PE backed roll-up
Improved compliance quality and adviser productivity by automating documentation for post-meeting reviews. Enhanced regulatory readiness through automated Consumer Duty assessments and suitability letters.
“Saves me hours of admin after every single meeting.”
$2bn Leading UK Wealth Manager
Streamlined onboarding by embedding AI into core compliance processes. Automated Source of Wealth reviews and documentation checks, aligned to enterprise-specific standards and governance.
“Achieved 25% reduction in onboarding admin time, significantly improving efficiency and reducing manual effort”
Leading Blue-chip wealth manager and Private Bank
Our Product
A purpose-built platform that integrates, adapts, and scales with your organization.
001.
Your Data
Deep wealth management and private banking-specific connectors unlock seamless integration with your existing systems, bringing together client information, documentation, and insights from across your organisation.
002.
Your AI
Agentic intelligence that fits your processes, approach, and templates – the AI adapts to how you work, not the other way around.
003.
Your Platform
One integrated platform under your brand, delivering a cohesive experience that reinforces your identity while providing powerful capabilities to every team member.
Security
Enterprise Grade
Palindrome is built to the highest security standards, so your firm's data is always secure. Benefit from comprehensive security accreditations, expert-advised protocols, and complete cloud-based data segregation.
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Deploying within your own cloud
An option for our customers, providing flexibility while maintaining rigorous security standards.
Globally Certified and Compliant
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Founders
Ed and Vinit are redefining wealth management by combining deep financial expertise with world-class AI engineering.
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Ed Beckett
Ed has extensive experience in Financial Services, having worked at banks and hedge funds across top institutions in the UK, US, and India. He holds an English Literature degree from Oxford University and an MBA from Harvard. At Bridgewater Associates, Ed became deeply interested in AI’s potential to transform traditional industries.
Over the next decade, he partnered with, invested in, and led AI companies focused on real-world impact as Chief Strategy Officer and VP of Product at Peak AI, he scaled cross-functional teams, drove enterprise adoption, and helped expand internationally.
At Palindrome, Ed leads product and commercial strategy, combining his finance and AI expertise to reimagine the systems that underpin modern wealth management
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Vinit Gela
Vinit began his career at the frontier of robotics and AI, contributing to the development of one of India’s first autonomous robots. A graduate of BITS Pilani, he has since led the deployment of large-scale machine learning systems across retail, manufacturing, pharmaceuticals, and—most recently—financial services, including models powering some of India’s largest private banks.
His core strength lies in translating AI into real business impact. Whether building predictive systems or intelligent platforms, Vinit focuses on making AI useful—intuitive, scalable, and grounded in solving real problems.
At Peak AI, he led the India AI division and partnered with Ed on enterprise rollouts. Today, as co-founder of Palindrome, Vinit leads the engineering team in India, bringing cutting-edge AI to the wealth management space with performance, security, and scale at its heart.