The tech and AI partner
for banks and fintechs

Cyrus Herez, a leading firm in wealth management and financial investment advice, wanted its clients to manage their own portfolios. At the time, its data was spread across several systems. Galadrim built a client portal that shows how investments are allocated, handles e-signature of documents and tracks the progress of each file. It aggregates data through Cyrus Herez's internal API and the open finance platform Powens.

Stancer, the payment solution of the Iliad group, wanted to give its merchants mobile access to their payment activity, until then available only from the terminal or the API. Galadrim built a mobile app for generating payment links and viewing all payments received. Merchants track their takings from their phone, with funds going straight to the company's bank account.

La Financière de l’Échiquier, an asset manager in the La Banque Postale group, already let its clients track their investments through a web interface. It wanted to offer the same on mobile, with stronger authentication. Galadrim designed and built the iOS and Android app, which gives access to the portfolio, management and tax documents, and the client profile. Login relies on the existing SSO, then on biometrics, which are also used to approve transactions initiated by the portfolio manager from the CRM.

Demeter, a major private equity firm focused on the ecological transition, was considering an equity stake in CheckDPE. It wanted to validate the quality of the technical assets within the deal timetable. Galadrim brought in two AI engineers and a venture capital specialist to analyse the source code, infrastructure and databases, alongside interviews with the management team. The audit covered scalability, security, technical debt and the feasibility of the roadmap, with prioritised recommendations.

Praemia REIM France, a real estate asset manager authorised by the AMF, distributes its SCPIs and OPCIs (French property investment funds) through wealth management firms and the platforms that serve them. These introducers had no central space to track their own activity and their clients'. Galadrim built a partner extranet that brings together an SCPI share purchase simulator, a comparison tool for the products distributed and an online subscription journey, connected by single sign-on to the Upsideo subscription platform. Everything runs on segregated infrastructure that meets the security requirements of a regulated firm.

As it expanded its range of loans and grants, Bpifrance needed to create a large number of pages for many different business teams. Galadrim started with a user research phase, then designed a landing page generator built on the Strapi CMS. Each business team can publish its own pages independently, thanks to a full settings and configuration system.