End-to-end pension fund administration with an embedded AI copilot.

Fund administration ran across disconnected registers and spreadsheets — new business, finance, claims, payroll and compliance each kept their own records, and answering a simple member question meant opening five files.

We delivered a modular administration platform — new business, finance, claims, payroll, CRM and compliance — then embedded an AI copilot that answers staff questions from the system's live data through strictly permissioned tools, with every action audited.

One system of record across the fund lifecycle. Staff ask the copilot instead of digging through registers, and every AI answer is grounded in real records — it is not allowed to guess.

We keep client names confidential by design. The sector, system and outcomes above are real, and a reference conversation can be arranged for serious buyers.