Digital Focus

Digital Focus

Our deep market experience provides a full awareness of the operational challenges of the different parties involved in financial transactions. Without compromise to deliver transparency and reliability, from day one, we are leveraging technology and AI potential to revisit execution in the Financial Transaction Services.

Innovation to Drive Execution

We operate without preconceived constraints, approaching each situation with an open mindset. Our deep understanding of the business and its risks allows us to remain flexible and responsive to client needs. We actively listen and adapt with agility to deliver the right solutions at the right time.

We fully leverage the accelerating maturity of AI and intelligent agents to constantly optimise our processes and ways of working.

These tools are designed with one key principle in mind: freeing up time for our teams. This enables them to stay focused on strategic oversight, anticipation, and maintaining close relationships with key stakeholders and decision-makers.

Our digital processes provide consistency, our team ensure every customer is special.

Our Drivers

EFFECTIVENESS & EFFICIENCY
The integration of intelligent automation and AI agents from day one shapes the way we operate — boosting accuracy, reducing processing times, and empowering teams to focus on high-impact client outcomes, thereby elevating service quality.
AGILITY & SCALABILITY
Our digital solutions provide the agility to adapt in real time and the scalability to grow without friction — enabling continuous innovation and swift response to evolving client and market needs, while maintaining consistent quality and compliance.
TRANSPARENCY

Data-driven and automated processes deliver end-to-end transparency — offering real-time visibility, traceable decision paths, and clear auditability. This fosters greater trust, accountability, and alignment across all stakeholders.

RELIABILITY

By embedding AI agents and digital workflows into our core operations, we reinforce the reliability of every process — minimizing human error, ensuring consistency of execution, and securing data integrity.

Data Enablement at the heart of our execution process

By structuring and activating data across the value chain, ALTRIUM benefits from a unified, real-time view of what really matters to anticipate and manage each transaction. Digital processes powered by AI agents turn data into actionable intelligence – enabling faster decisions and more transparent communication.

Investors of all kinds (Debt funds, banks, as well as PE houses) are facing growing challenges to build reliable reporting to meet their own stakeholders’ (LPs or Shareholders) requirements. Such reporting must be compliant with AML/CFT and ESG regulations. We enhance operational visibility to make that reporting seamless, accurate, and compliant.

Through automation and machine learning, AI agents interpret large data sets, detect anomalies, and anticipate issues before they escalate. This strengthens risk management, ensures regulatory compliance, and supports continuous improvement in service delivery.

Data-driven workflows bring consistency and traceability to every step of an operation. They ensure that decisions are based on verified, transparent inputs — not assumptions — creating a culture of accountability and trust.

From the onset, we process and cleanse all data accordingly to deliver the most accurate and easy way to integrate information, facilitating stakeholders’ own reporting needs.

As operations scale, data enablement supports agility, making it possible to adapt to new client needs, regulatory frameworks, or market conditions without rebuilding core systems.

Ultimately, a data-enabled operating model transforms efficiency, reliability, and transparency. It empowers teams to focus on strategic value creation while ensuring that the conversation with clients remains at the core of the daily execution.

Our Pillars

GOVERNANCE & QUALITY

Robust data governance defines how data is collected, validated, stored, and used.
It ensures accuracy, consistency, and regulatory compliance. Clear ownership, standardized taxonomies, and continuous quality checks build trust in the information that drives decisions — a foundation for financial integrity and auditability.

INTELLIGENCE & AUTOMATION

Once data is reliable and connected, AI models and advanced analytics transform it into actionable insight.
Intelligent automation streamlines routine tasks, detects anomalies, and anticipates trends — enabling faster, evidence-based decisions and more agile operations.

INTEGRATION & ACCESSIBILITY

Once data is reliable and connected, AI models and advanced analytics transform it into actionable insight.
Intelligent automation streamlines routine tasks, detects anomalies, and anticipates trends — enabling faster, evidence-based decisions and more agile operations.

CULTURE & EMPOWERMENT

A data-driven organization fosters literacy and ownership at every level. Teams are empowered to use data to innovate, solve problems, and anticipate change — transforming information into a shared strategic asset that drives continuous improvement and strengthens client confidence.

A Single Source of Truth For All Stakeholders

A unique, fully secured digital platform for all stakeholders to guarantee a smooth and efficient information process, and to give immediate access to any critical information.

Audit trail requirements are fully met, enabling all parties to interact in confidence in a trustworthy environment.

The data structuring, combined with the personalisation features, facilitate the information handling for each stakeholder.

Ultimately, the platform delivers consolidated portfolio monitoring and centralised reporting of positions in a bespoke environment and format.

Key features :

  1. Exhaustive secured data room for all documentation related to a particular transaction (bible of finance documents, full history of calculations, notices, certificates, waivers, etc.)
  2. Timeline of events (drawdowns, interest payments, add-on/incremental facilities, waivers, etc.) with direct access to the relevant information
  3. Upcoming events (reporting, next IPD, amortisation…) to ensure deadlines are met
  4. Real-time exposure(s) (amount and percentages) per tranche/facility–Sub-participations, trades track record, including historical as well as future positions,
  5. Key metrics performance and covenants monitoring to facilitate anticipation, personalised for each stakeholder
  6. Bespoke extraction of key data to facilitate and enable stakeholders’ own reporting requirements (e.g. to their LPs, credit committees, or shareholders…)
  7. Fully secured communication line for reporting, notices, information undertaking to meet audit trail requirements and secure management of the transaction, etc.

Altrium CONNECT’s value added

COMPLIANCE
  • Every transaction is automatically logged, creating a transparent and immutable audit trail for regulators as well as for all stakeholders,
  • Automated data aggregation simplifies and accelerates compliance reporting to authorities,
  • Ensures internal compliance policies are consistently applied across all transactions,
  • Securely stores data in line with regulatory retention requirements, including GDPR
  • Facilitates faster, smoother audits with centralised, searchable transaction records.
REPORTING
  • Reduces time and effort by producing reports on demand or on schedule as well as in a bespoke format and content,
  • Delivers customized reports aligned with stakeholders’ unique business and compliance needs.
  • Empowers stakeholders with timely, data-driven insights,
  • Enables detailed analysis by tracing figures back to individual transactions,
  • Ensures reports are always based on the most current and accurate data,
  • Maintains a clear, traceable history of all reported data
RISK MONITORING
  • Reduces human error by standardising data capture and validation at the source to secure data accuracy,
  • Aggregates data across systems to provide a unified view of exposure,
  • Empowers risk teams with actionable insights from clean, structured data,
  • Triggers instant notifications for breaches or anomalies,
  • Detects deviations from normal transaction patterns that may indicate risk, Advanced analytics and AI can flag anomalies and potential risk patterns early.
COST EFFICIENCY
  • Streamlining processes via the systems integration to eliminate duplication and inefficiencies,
  • Frees up teams to focus on higher-value tasks, especially the client’s interaction and relationship nurturing,
  • Speeds up transaction handling, improving throughput and reducing delays,
  • Minimises costly mistakes and rework through standardised processes,
  • Simplifies regulatory reporting and audits, reducing external advisory fees.
  • Consolidates data sources, reducing third-party service expenses.