For financial institutions
Know where AI fits, and what to buy.
Map the change against your business, choose the technology for it, and see how your industry is moving.
For the institutions, vendors and builders bringing AI into financial services
The blueprint for AI in financial services.
Finantrix shows financial institutions where AI fits in their business, what technology to buy, and how their industry is moving, and gives the vendors and builders who serve them the reach and the data to keep up.
Inside one blueprint
Business Architecture for Banking and Payments: AI Transformation Blueprint
23
value streams
111
entities in the data model
91
AI use cases
60
agent specification starters
53
controls
48
capabilities, each with an AI profile and risk tier*
* In the Banking and Payments Capability Model, also sold on its own.
51 of 97 blueprints are AI-ready editionsOpen this blueprint →
For technology vendors
Be found when they choose. Know who is buying.
Show up correctly where institutions compare vendors, and target the firms most likely to buy.
For fintech builders
Build and test on data that behaves like the real thing.
Synthetic financial data and evaluation packs, so real customers' data stays out of your test environment.
For financial institutions
Every AI program asks the same four questions.
Whether the change is an agent in the contact center or a new core, the questions come in the same order. Each one has a part of Finantrix behind it.
1 · Map
Where does AI fit in our business?
Capability models, value streams and data models that show each capability's AI profile and risk, and each process today and AI-native.
2 · Choose
What should we buy to do it?
Independent buyer guides by software category, ranked comparisons, and a directory of the vendors behind them.
3 · Build
What do we build and test it on?
Feature lists to specify the system, and synthetic data to test it without real customers' data.
Throughout · Stay current
How is our industry moving?
Peer benchmarks and market data from regulators' filings, weekly data stories and analysis.
For technology vendors
Sell into the AI build-out.
The people reading the buyer guides are choosing a vendor in your category. Claiming your listing costs nothing; visibility and go-to-market data are paid.
Be found
Show up correctly when you're compared.
Claim your listing, correct it, and route buyer inquiries to your team.
Claim your listing →Be seen
Sit beside the guide your buyers read.
A labeled slot on your category's buyer guides, reviewed before it runs.
- Spotlight, per guide
- $499/yr
- Featured, per guide
- $1,499/yr
Know who is buying
Target from the record.
Where filings name vendors, we read them: advisers' archiving, compliance, custody, planning and reporting; funds' administrators, custodians and auditors; and every new SEC-registered adviser.
- RIA technology, per category
- $1,995/yr
- New-adviser feed
- $99/mo
How placements work: our editorial policy.
For fintech builders
Build and test on data that behaves like the real thing.
A model that advises households has to be tested on households. Synthetic data gives you realistic ones, built for the test you need to run, with no real customer in your environment.
On Finantrix
WealthSynth
Synthetic household datasets, each built for a specific test. For example:
- Regulation Best Interest compliance testing
- Tax-loss harvesting validation, with full tax-lot history
- Decumulation scenarios for retirees
- Liquidity and stress testing
- Mortgage and real estate underwriting
On WealthSchema
AI Eval Sets
Tax-year-vintaged evaluation packs for AI financial-advice systems, to check whether a model gives this year's answer or last year's.
About the eval sets →On WealthSchema
DecisionSynth
Decision memory add-ons for the same synthetic households.
About DecisionSynth →Industry data
From what firms file, and plain about the gaps.
Every figure names its filing and the date it runs through. Coverage follows what each industry has to disclose, so it is deeper in some places than others, and we say which.
| Sector | What we cover | Source | Depth |
|---|---|---|---|
| Banks | Peer benchmarks; size, growth, lending, enforcement | FDIC call reports, OCC, Federal Reserve | Deep |
| Credit unions | Peer benchmarks; mergers, growth, concentration | NCUA 5300 | Deep |
| Advisers | Peer benchmarks; new registrants; the vendors they name | Form ADV, advisers' websites | Deep, including vendors |
| Funds | Private funds and 13F managers; administrators, custodians, auditors | Form ADV, N-CEN, 13F, Form D | Deep, including providers |
| Broker-dealers, FCMs | Largest firms, customer funds, trading revenue | X-17A-5, CFTC | Good |
| Insurers | Listed carriers; Medicare Advantage and health insurers | XBRL filings, CMS | Thin so far |
97
blueprints, 51 of them AI-ready
143
buyer guides
1,581
vendors in the directory
104
datasets from filings
31
synthetic data packages
Compare a bank, credit union, adviser, fund manager, insurer or REIT with its nearest peers: peer benchmarks.
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