BetaNXT: “Augmented Intelligence” for wealth management operations

AI didn't just make us faster—it made us better, freeing up talent for higher-value work and setting a new standard for operational excellence.

Greg Martinage, Director of Engineering, BetaNXT

AI Embedded in Operations

BetaNXT has positioned AI as "Augmented Intelligence"—technology that enhances human capabilities rather than replacing them. The firm embedded AI directly into its wealth management infrastructure, focusing on automating inefficient workflows while freeing teams to deliver higher-value client service.

The approach has delivered measurable impact across operations:

• Corporate event automation: Legacy workflows for corporate event setup required hours of manual document sourcing and scrubbing. By deploying production-grade AI through Mediant, BetaNXT automated event setup processes and improved event capture for agenda and SWIFT processing, reducing reliance on contractor spend.
• Accelerated code development: AI integrated into code review processes has boosted developer productivity and code quality, enabling teams to write and refactor code more efficiently while reducing errors and speeding up delivery timelines.
• Human-centered design: BetaNXT applies a "human-in-the-loop" approach to every AI initiative, ensuring expert oversight complements automation. The firm has built AI governance into its infrastructure through cross-functional committees, comprehensive data catalogs, and continuous monitoring frameworks.

The firm's DataXChange platform, built in partnership with Snowflake, provides the data foundation that enables AI to thrive—creating a context-rich, well-linked environment where metadata and robust dataset mapping drive intelligent automation.

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