Maredan AG develops AI agents for institutional wealth management. The company supports wealth advisors and financial institutions with tasks such as client onboarding, meeting preparation, KYC reviews, follow-up workflows, and fast search across fragmented information sources and systems.
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AI Agent Platform for Wealth Management
AI agent platform for wealth management that turns fragmented client, portfolio and market information into prioritised, reviewable actions for advisors.
Autonomous AI Agents
Always-on AI agents that monitor information in the background and execute complex tasks without prompts, including preparation of client-facing actions.
Administrative Automation
Automation of repetitive workflows such as onboarding, meeting preparation, contact notes, KYC reviews and follow-up tasks for advisory teams.
Deep Search for Wealth Management
Fast search across fragmented information with precise source-level references for documents, pages and passages used by investment and advisory teams.
Agentic Workflow Orchestration
Orchestration of AI agents, models, tools and data within existing banking workflows, without migration or rebuilding the system landscape.
Integration with Banking Systems
Integration with CRM, PMS, market data, research, internal applications and email so existing data and workflows can continue to be used.
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