SLIDE 01The category is managed control.
Every financial institution will need governed execution for AI. Fontana is the managed control layer for the operational work AI makes possible but regulated institutions cannot let run loose.
- Control before autonomy
- Managed outcomes, not software projects
- Financial-services data work first
SLIDE 02The wedge is client onboarding.
Onboarding is visible, painful and expensive: data mapping, validations, exception handling and evidence production across administrators, platforms and counterparties.
- Asset managers
- Fund administrators
- Investment platforms
SLIDE 03Agents are the workforce, not a feature.
Fontana runs a model-agnostic agent harness inside a governance layer: approval policies, confidence thresholds, scoped permissions and complete audit trail.
- 600+ models connected via OpenRouter
- Autonomy earned, not assumed
- Low-certainty decisions escalate to humans
SLIDE 04The knowledge graph is the margin engine.
Every engagement captures rules, mappings, exceptions and evidence. Each subsequent delivery starts with more operational intelligence and should become faster, safer and higher-margin.
- Reusable standards
- Compounding delivery knowledge
- A moat incumbents struggle to copy
SLIDE 05We do not replace systems of record.
Fontana sits between custodians, administrators, counterparties, market data and downstream platforms such as SimCorp, State Street Alpha, Aladdin and internal systems.
- Ingest
- Transform and validate
- Reconcile, distribute and evidence
SLIDE 06Traditional BPO cannot compound.
Labour-arbitrage delivery loses knowledge in handoffs. Fontana turns each delivery into reusable operational intelligence, targeting software-like margins for services.
- Governed agent execution
- Less offshore headcount
- Path to 30–35% EBITDA
SLIDE 07The competitive split is clear.
Xceptor, AccessFintech, S&P Global, SmartStream, SS&C, Broadridge and internal BPO are legacy, labour-heavy or black-box. Fontana is AI-native, governed and outcome-owned.
- Not black-box delivery
- Not on-premise workflow nostalgia
- Not a replacement for core platforms
SLIDE 08The sales motion sells trust.
Enterprise buyers need to see operational risk reduced: proof on real data, controls preserved, implementation route clear, and stakeholder-specific value for Ops, CFO, CTO, Risk and Service Providers.
- Founder-led strategic accounts
- AEs + sales engineering
- Agent-assisted account preparation