Changing the way financial leaders manage their companies

AI in Finance: Scale Smarter

AI is rapidly becoming a critical advantage

AI is advancing the financial management industry by improving internal controls, reducing manual work and making genuine insights more accurate and accessible. With fewer errors, lower operational costs, and earlier visibility of opportunities organisations can grow profitability, improve capital allocation and operate with greater confidence during periods of growth or volatility.

FIND OUT HOW

FIND OUT HOW

FIND OUT HOW

Team having a casual strategy discussion in a bright office space, representing collaboration and problem-solving.
Team having a casual strategy discussion in a bright office space, representing collaboration and problem-solving.
Team having a casual strategy discussion in a bright office space, representing collaboration and problem-solving.

The current challenge for financial management firms

The financial management industry faces a unique set of operational and governance pressures in an era increasingly defined by speed and innovation.

Data Overload

Vast volumes of market data, research, reporting and portfolio information, much of it unstructured and existing in internal and external siloes.

Talent Leverage

Highly skilled teams spending time on relatively low value tasks instead of rapid speed to insight, decision-making and relationship building.

Operational Drag

Manual research, reporting, compliance and investor communications constraining growth and bottlenecking true capability.

How AI is reshaping the finance industry entirely

Ingest and synthesise vast amounts of data, generating insights more quickly and with greater context.

Ingest and synthesise vast amounts of data, generating insights more quickly and with greater context.

Ingest and synthesise vast amounts of data, generating insights more quickly and with greater context.

Augments and improves human expertise by surfacing patterns, risks and opportunities.

Augments and improves human expertise by surfacing patterns, risks and opportunities.

Augments and improves human expertise by surfacing patterns, risks and opportunities.

Enables continuous analysis of portfolio performance, market movements and risk signals.

Enables continuous analysis of portfolio performance, market movements and risk signals.

Enables continuous analysis of portfolio performance, market movements and risk signals.

Repetitive and manual workflows can be automated, freeing teams to focus on higher-value activities.

Repetitive and manual workflows can be automated, freeing teams to focus on higher-value activities.

Repetitive and manual workflows can be automated, freeing up teams to focus on higher-value activities.

Allows teams to securely query institutional knowledge, past investment decisions and models.

Allows teams to securely query institutional knowledge, past investment decisions and models.

Allows teams to securely query institutional knowledge, past investment decisions and models.

Supports tailored communications for different investor groups, improving transparency and relationships.

Supports tailored communications for different investor groups, improving transparency and relationships.

Supports tailored communications for different investor groups, improving transparency and relationships.

Our process to put AI at the centre of the business

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PHASE 1

Readiness, Alignment and Strategy

Most failed AI projects start with a tool. Every successful one starts with a business problem. The goal here is to define the vision, business case and governance foundation. 

Image of spending summary card

PHASE 1

Readiness, Alignment and Strategy

Most failed AI projects start with a tool. Every successful one starts with a business problem. The goal here is to define the vision, business case and governance foundation. 

Image of spending summary card

PHASE 1

Readiness, Alignment and Strategy

Most failed AI projects start with a tool. Every successful one starts with a business problem. The goal here is to define the vision, business case and governance foundation. 

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PHASE 2

Pilot Design & Proof of Value

Once priorities are set, the focus shifts to proving what works. This phase is where strategy meets reality — designing small, controlled pilots that deliver tangible results.

Image of major expenses card

PHASE 2

Pilot Design & Proof of Value

Once priorities are set, the focus shifts to proving what works. This phase is where strategy meets reality — designing small, controlled pilots that deliver tangible results.

Image of major expenses card

PHASE 2

Pilot Design & Proof of Value

Once priorities are set, the focus shifts to proving what works. This phase is where strategy meets reality — designing small, controlled pilots that deliver tangible results.

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PHASE 3

Enterprise Architecture & Governance Buildout

Building the systems that make scale possible. With proof and learnings in hand, the next phase is all about creating the infrastructure to support growth.

Image of recent transaction card

PHASE 3

Enterprise Architecture & Governance Buildout

Building the systems that make scale possible. With proof and learnings in hand, the next phase is all about creating the infrastructure to support growth.

Image of recent transaction card

PHASE 3

Enterprise Architecture & Governance Buildout

Building the systems that make scale possible. With proof and learnings in hand, the next phase is all about creating the infrastructure to support growth.

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PHASE 4

Scale & Integration

Expanding intelligence across the enterprise. Now the focus shifts from pilots to production. This is where AI stops being a standalone initiative and becomes part of everyday work.

Image of currency exchange card

PHASE 4

Scale & Integration

Expanding intelligence across the enterprise. Now the focus shifts from pilots to production. This is where AI stops being a standalone initiative and becomes part of everyday work.

Image of currency exchange card

PHASE 4

Scale & Integration

Expanding intelligence across the enterprise. Now the focus shifts from pilots to production. This is where AI stops being a standalone initiative and becomes part of everyday work.

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PHASE 5

Optimisation, Measurement & Continuous Learning

This final phase is about momentum - transforming early success into an ongoing cycle of learning, improvement and innovation. AI is institutionalised as a living capability that evolves with the business.

Image of recent transaction card

PHASE 5

Optimisation, Measurement & Continuous Learning

This final phase is about momentum - transforming early success into an ongoing cycle of learning, improvement and innovation. AI is institutionalised as a living capability that evolves with the business.

Image of recent transaction card

PHASE 5

Optimisation, Measurement & Continuous Learning

This final phase is about momentum - transforming early success into an ongoing cycle of learning, improvement and innovation. AI is institutionalised as a living capability that evolves with the business.

READ MORE ABOUT OUR PROCESS

READ MORE ABOUT OUR PROCESS

READ MORE ABOUT OUR PROCESS

Ready to see how AI can help your finance function?

Book a free AI Strategy Workshop

DISCOVER HOW

Ready to see how AI can help your finance function?

Book a free AI Strategy Workshop

DISCOVER HOW

Ready to see how AI can help your finance function?

Book a free AI Strategy Workshop

DISCOVER HOW

About TwinTech

At TwinTech, we help enterprise companies implement intelligent AI systems and transform how they operate. Shift from siloed data and systems to a seamlessly integrated organisation in a matter of weeks, not years.


From AI strategy to full-scale SaaS solutions, we help Australian businesses move from exploration to execution before their competitors do.


We specialise in designing and building intelligent software, automation frameworks, and next-generation AI infrastructure that deliver measurable results.

Team having a casual strategy discussion in a bright office space, representing collaboration and problem-solving.
Team having a casual strategy discussion in a bright office space, representing collaboration and problem-solving.
Team having a casual strategy discussion in a bright office space, representing collaboration and problem-solving.

FAQs

What happens if our processes change in the future?
Will this work with our current ERP, EPM, and reporting tools?
How do you ensure our financial data stays secure?
How will this change the workload for our finance team?
Do these improvements require adding more headcount?
What happens if our processes change in the future?
Will this work with our current ERP, EPM, and reporting tools?
How do you ensure our financial data stays secure?
How will this change the workload for our finance team?
Do these improvements require adding more headcount?
What happens if our processes change in the future?
Will this work with our current ERP, EPM, and reporting tools?
How do you ensure our financial data stays secure?
How will this change the workload for our finance team?
Do these improvements require adding more headcount?