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Praxis Solutions, Inc

Praxis Solutions, Inc

金融服务

San Diego，California 1,286 位关注者

Transformative Artificial Intelligence

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关于我们

At Praxis Solutions, the future of wealth management isn’t imagined; it’s engineered. We blend veteran financial expertise with cutting-edge AI to craft customized solutions that elevate performance and ignite transformation. Our systems architects and engineers sculpt customized workflows, personalize client experiences, and unearth hidden alpha. Our goal is to empower financial institutions to outpace the market, mitigate risk, and unlock cost efficiencies. Join us as we redefine financial performance, one transformative insight at a time. Learn more: [email protected]

网站
https://www.praxissolutions.com
所属行业
金融服务
规模
11-50 人
总部
San Diego，California
类型
私人持股
创立
2018

地点

  • 主要

    8910 University Center Ln

    400

    US，California，San Diego，92122

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Praxis Solutions, Inc员工

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动态

  • AlphaTrAI is now Praxis Solutions! “Praxis” symbolizes putting theory into practice—actionable strategies, innovation, and reliability. Derived from the Ancient Greek word πρ?ξι?, it signifies meaningful activity engaged in by free people. As Aristotle outlined, it’s all about thinking, making, and doing. While our name has changed, our commitment to supporting you hasn’t. Expect the same trusted partnership, now with an even sharper focus on innovation and action. Think. Make. Do. https://lnkd.in/etPQQscK #PraxisSolutions #FinTech #AI

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  • Will you be at #IPAConnect Private Markets 2025 this week? The Praxis team will be at VEA, Newport Beach to explore new strategies for scaling, growth, and innovation in financial services. If you're attending, we'd love to connect! At Praxis Solutions, we’re energized by the innovative ideas and connections that are shaping the future of the financial industry. We bring extensive financial expertise combined with cutting-edge AI technology to deliver customized solutions for wealth and asset managers. From client engagement and data governance to investment strategies and compliance, we empower financial firms to stay ahead of the curve. Looking forward to meeting fellow attendees and building the future of finance together! #PraxisSolutions #FinTech #AI

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  • At Praxis Solutions, we drive results across four key dimensions: * Earnings Growth: Optimizing operations to fuel profitability. * Differentiation: Crafting hyper-personalized solutions. * Efficiency: Eliminating inefficiencies with intelligent automation. * Client Loyalty: Using predictive insights to enhance service. We’re redefining financial performance with measurable, transformative outcomes. #PraxisSolutions #FinTech #AI

  • John F. Sweeney is joining a Money Management Institute webinar to discuss the impact of blockchain and digital assets in wealth management. Don’t miss the chance to hear industry leaders share insights on how these innovations are shaping the future. #WealthManagement #Blockchain #DigitalAssets #MMI #PraxisSolutions

    查看Money Management Institute的组织主页
    Money Management Institute

    11,310 位关注者

    Join us Tuesday, February 11, at 12 PM for an exclusive #MMIWebinar, sponsored by the MMI Blockchain Community! Our expert speakers will provide insights into some of the most promising projects being developed on blockchain and share findings highlighting how far financial services firms have yet to go to help their clients navigate the world of digital assets. ? Don’t miss this opportunity! Learn more:?https://lnkd.in/eXKdwvdj John F. Sweeney Matthew Hougan Dan Tapiero #MMICommunities #Blockchain #DigitalAssets

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  • Legacy systems and outdated methods are holding you back. Praxis Solutions is here to change that. We deliver tailored technology solutions that help wealth and asset management firms not just keep up—but lead—in a fast-evolving market. At the heart of our success is a singular vision: to architect solutions that drive unprecedented financial performance while setting new industry benchmarks. Ready to rethink what’s possible? Let's talk. https://lnkd.in/gAHxQzey #PraxisSolutions #FinTech #AI

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  • The Praxis Solutions team just wrapped up an incredible time at the?#OneVoice Conference?as premier sponsors, and we couldn’t be more excited about the experience! A huge thank you to?Financial Services Institute (FSI)?for putting on such a fantastic and important event. Congratulations on a job well done to the entire?FSI team, Dale Brown, Kathryn Anderson, IOM,?and everyone involved! The conference started strong with?Jennifer Dwyer MacPhail, Cathy Saunders, and Susan Burton?attending the?Advancing Women in Leadership?workshop—an inspiring way to kick things off. The topic of AI ruled the day so appropriately. One of the first breakout sessions was on AI. Our CTO, Sami S. Tarazi, MSc MBA?? Chief Technology Officer?took the stage for an insightful panel,?“Get Your Firm Ready to Embrace Artificial Intelligence,”hosted by?Axos? Clearing, A Subsidiary of Axos Financial. Meanwhile,?Bill Dwyer?joined?Julie Cooling?on?RIA Channel, bringing even more thought leadership to the event. But one of the most exciting moments for us? Having our?first-ever Praxis Solutions booth!?The energy was contagious, and we were thrilled to see so many great conversations happening right up until the very end. We loved connecting with so many industry leaders and can’t wait to continue those conversations. A special shoutout to?Intention.ly?for helping us prepare, especially?Melissa Angert —your support made all the difference! What a way to kick off?2025! We’re riding this momentum and looking forward to what’s next. If we connected at the conference, let’s keep the conversation going—reach out! #PraxisSolutions #OneVoice2025 #FSI #FinancialServices #ArtificialIntelligence #WealthManagement #Networking #RIA

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  • 查看Praxis Solutions, Inc的组织主页
    Praxis Solutions, Inc

    1,286 位关注者

    The future of work isn’t just about having information—it’s about finding the right information at the right time. AI-driven answer engines are redefining how firms navigate their internal knowledge, driving efficiency across compliance, research, client engagement, and more. Great insights from Robert Marsh! At Praxis Solutions, we’re helping firms leverage AI to streamline operations and make smarter decisions. #AI #KnowledgeManagement #PraxisSolutions

    查看Robert Marsh的档案
    Robert Marsh

    Head of Asset Management Solutions

    The Rise of AI-Driven Answer Engines: Unlocking the Power of Internal Search Imagine being able to search through all of your company's data as effortlessly as using Google. This vision is now a scalable reality with #AI-driven answer engines, marking a major leap in how organizations extract and navigate their internal knowledge. In today’s digital world, search has become an indispensable service with undeniable market fit. Google dominates over 92% of the global search engine market, generating $175 billion in annual revenue from search advertising in 2023 alone. With 8.5 billion searches processed daily, Google has transformed the way we access information, making the world smaller and knowledge more accessible than ever. But as the power of external search became the norm, businesses started asking: Why can’t we search our internal documents, emails, and databases as easily as we search the web? Traditional search tools fell short—relying on outdated algorithms and external ranking signals like backlinks, which don’t apply to internal corporate data. AI-Powered Answer Engines: The Future of Internal Search Today’s AI-driven answer engines, like OpenAI's ChatGPT and Perplexity.ai, are signaling a new era. These advanced systems enable fast, secure, and context-aware searches within an organization’s internal data, unlocking new levels of productivity. Here’s how they’re transforming key sectors: - Compliance: A wealth manager searches, "What’s our current policy on cryptocurrency investments for retail clients?" and instantly receives a summary from internal policy documents, relevant regulatory guidance, and compliance updates. - Research: An analyst asks, "How does Netflix’s latest earnings report support or challenge our investment thesis?" and receives key insights synthesized from internal reports and past analyses. - Customer Engagement: A relationship manager queries, "What’s the next best action for Client X based on their recent life events?" and gets tailored suggestions drawn from CRM data, meeting notes, and product offerings. - HR & Career Growth: A senior analyst asks, "What are the requirements for being promoted to VP?" and receives a structured breakdown of criteria, key competencies, and real examples of successful promotions. These AI-powered answer engines act as an organization’s internal Google, delivering relevant, accurate, and actionable insights instantly—all while understanding the nuances of company-specific data. The Next Era of Knowledge-Sharing This shift isn’t just about convenience; it’s a revolution in how knowledge is shared and leveraged within organizations. AI-driven answer engines are redefining the digital workplace—bringing the power of search-and-answers into the heart of every organization. The future of work isn’t just about having information; it’s about finding the right information at the right time—and AI is making that possible. #ArtificialIntelligence #Search #PraxisSolutions

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