Case Study: Fintuity achieves personalised ML‑powered investment advice and lower fees with HES FinTech

A Machine Learning-Powered Financial Advisory Platform for a UK-Based Company

Fintuity, a UK‑based machine learning–driven financial advisory firm, needed a long‑term technology partner to build a flexible hybrid advisory platform that combined automated analytics with human financial advice. HES FinTech was engaged, with HES engineers responsible for delivering an end‑to‑end system—from web design and a client portal to core logic and back‑office architecture—built on the HES Core Lending Engine.

HES FinTech delivered a single, real‑time machine‑learning platform that automatically generates personalised investment plans and supports roles/permissions, advanced configuration (security, calculators, KYC), template document generation and detailed client/IFA views. The result is a comprehensive personalised advisory solution that helps clients assume appropriate risk levels and avoids excessive fees, giving Fintuity a best‑in‑class front‑to‑back investment advice capability.

Fintuity

Edward Downpatrick

Chief Executive Officer