At Palindrome, we believe wealth firms don’t need more generic disconnected AI tools, they need a unified AI platform designed around their workflows, their industry and their clients.
The data foundation of Palindrome. It connects securely into existing systems and works across every level of data maturity, removing silos and unlocking the full value of structured and unstructured data without requiring pre-cleaned inputs.
Our integrations playbook lets you bring any CRM or back-office, with two-way connectivity across fact find fields, client document stores, and case packs, keeping information complete, consistent, and always up to date.
The AI core of Palindrome. It powers agentic workflows by applying client data, firm rules and user preferences within defined guardrails.
Unlike generic AI, Palindrome is built for wealth, trained to operate inside firm frameworks, benchmarked against historical data and continuously improves through automated feedback loops.
The result is best-in-class intelligence, adapted to your workflows that drives tangible business outcomes.
The experience layer of Palindrome. It manages the full client lifecycle with role-based workflow automation across front, middle and back office.
An intuitive chat interface supports client discovery and complex tasks, while outputs can be surfaced directly in existing systems.
By turning intelligence into action where people already work, Act ensures adoption is seamless and impact is immediate.
Palindrome is the only AI platform built for wealth that adapts to your firm, configured to your exact needs instead of forcing you to adapt to it
We shape agent outputs to match your firm’s templates, tone, and style so your team gets ready-to-use results without edits or rework.
We train and tune your AI using your firm’s actual data, improving factual accuracy, compliance alignment, and building trust in every output.
By combining multiple agents, our modular platform rapidly delivers on the idiosyncratic use cases of your firm without compromise
Palindrome integrates across CRMs, back-office platforms, document stores, and communication tools. With our integrations playbook, new bespoke connections are deployed rapidly, ensuring AI runs inside the systems your teams already use without disruption.
Driving change is not just about deploying bespoke technology, it is about helping teams work differently. We make AI simple to adopt by integrating it seamlessly into existing daily workflows and progressively rethinking processes. With hands-on support, continuous optimisation and a world-class change management team, we help firms embed new ways of working faster and unlock transformative value.
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Every client has a dedicated change manager to guide rollout, remove friction, and embed new ways of working.
We scope processes and workflows before deployment so AI aligns with your setup from day one. This minimises disruption, keeps UX consistent, and makes adoption seamless.
Adoption is tracked continuously with clear KPIs, giving leadership visibility on productivity, usage, and realised value.
Palindrome delivers value from day one and compounds over time, with workflows and agents refined through real-world usage and automated feedback loops.
Each deployment is turned into a repeatable playbook that scales across teams, regions, and acquisitions, embedding change as part of the firm’s DNA.
Experience the future of wealth
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