Wealth advisory · Banking technology · AI consulting
Capital deserves a clearer line of sight.
Capmetrica is the advisory and technology partner for wealth managers and banks modernizing their operating model, migrating to Microsoft Azure, and adopting AI with the governance regulated institutions require.
Why institutions choose Capmetrica
- Two decades of wealth management and banking domain depth
- Microsoft Solution Partner across Dynamics 365, Power Platform, and Azure
- AI Infused delivery built on Azure OpenAI, AI Foundry, and Copilot
- Disciplined SDLC practice for regulated, mission-critical systems
Positioning
Built for the institutions that manage capital, not just data.
Capmetrica sits at the intersection of wealth management expertise, banking technology practice, and AI-enabled delivery. We advise boards on strategy, engineer the platforms that run advisory and banking operations, and deploy AI with the governance regulated institutions require, so transformation strengthens client trust rather than risking it.
Wealth & Advisory Depth
Advisory strategy grounded in real private banking and wealth management operating experience.
Banking Technology Roots
Core banking and advisory platform delivery, disciplined by rigorous SDLC practice.
AI Infused Delivery
Agentic and generative AI deployed responsibly across advisory, compliance, and operations.
Microsoft Ecosystem
Solution Partner delivery across Dynamics 365, Power Platform, Azure, and Copilot.
Services
Consulting-grade capability, engineered for financial services.
Cloud
Secure, scalable cloud foundations built on Microsoft Azure for regulated financial institutions.
Learn moreCyber security
Defense-in-depth security architecture that protects client capital and institutional trust.
Learn moreData and analytics
Turning fragmented financial data into a single, trusted source of advisory insight.
Learn moreEmerging Technology
Evaluating and piloting frontier technology with institutional discipline.
Learn moreAI Infused
AI adoption with institutional discipline, not experimentation for its own sake.
AI Value Readiness assessment
A structured diagnostic of your institution's readiness to capture AI value safely.
Learn moreAgentic Data management
Autonomous agents that continuously curate, reconcile, and govern financial data.
Learn moreChange and software Development
AI-augmented engineering that accelerates delivery without compromising control.
Learn moreBanking
Deep banking domain capability, delivered through disciplined SDLC.
From core banking modernization to advisory platform delivery, Capmetrica applies a rigorous software development lifecycle, encompassing requirements, architecture, testing, and release governance, so regulated institutions can modernize without compromising stability or compliance.
Partner ecosystem
Delivered through a Microsoft-aligned technology ecosystem.
As a Microsoft Solution Partner, Capmetrica builds on Dynamics 365, Power Platform, Azure, Azure OpenAI, Azure AI Foundry, and Copilot to deliver technology our clients can govern, scale, and trust.
Solution Partner
Microsoft
Capmetrica is a Microsoft Solution Partner, delivering engagements built on Microsoft Dynamics 365 CRM, Power Platform, Azure cloud infrastructure, Azure OpenAI Service, Azure AI Foundry, and Microsoft Copilot intelligence.
CRM & Customer Engagement
Microsoft Dynamics 365
Our advisory CRM, client servicing, and case management implementations are built on Dynamics 365, tailored to wealth management and banking workflows.
Automation & Low-Code
Microsoft Power Platform
We use Power Automate, Power Apps, and Power BI to deliver operational automation and reporting for advisory and banking operations teams.
Cloud Infrastructure
Microsoft Azure
Azure provides the secure, compliant cloud foundation for our client migrations, data platforms, and AI deployments across regulated financial institutions.
AI Platform
Azure OpenAI & Azure AI Foundry
Our AI Infused practice builds agentic and generative AI capability on Azure OpenAI Service and Azure AI Foundry, governed for responsible use in regulated environments.
AI-Assisted Productivity
Microsoft Copilot
We embed Copilot intelligence into advisory, servicing, and engineering workflows to accelerate delivery while maintaining institutional governance standards.
Insights
From Capmetrica Intelligence
AI & Intelligence
Why agentic AI will redraw the wealth management operating model
Autonomous agents are moving from experimentation to production across reconciliation, servicing, and research. Here is what boards should be asking before they scale.
Read insightCloud & Technology
A pragmatic playbook for cloud migration in regulated institutions
Cloud migration in banking and wealth management is not a lift-and-shift exercise. It is a governance, resilience, and sequencing problem first.
Read insightClient Experience
What separates the top quartile of wealth advisory digital experiences
Our review of advisory onboarding and servicing journeys across the industry reveals a consistent pattern among top performers.
Read insightCareers
Build the future of financial advisory with us.
Capmetrica brings together advisors, engineers, and AI specialists who believe transformation in financial services should be rigorous, human, and built to last.
Join Our TeamLife at Capmetrica
An employee-first culture built on continuous learning, meaningful client impact, and the trust to work on the systems that safeguard our clients’ capital.
Ready to talk through your next transformation?
Our advisory team responds within one business day.