AI
Vega develops and deploys AI solutions for trust and corporate services, wealth management, family offices, funds, pensions, private banking, tax and accounting. Combining deep sector knowledge with generative and agentic AI, we help regulated businesses reduce manual work, connect information and improve how their teams operate.

AI built for regulated financial services
Generic AI tools can produce impressive answers, but they do not necessarily understand your clients, systems, processes or regulatory responsibilities.
Vega starts with the business challenge rather than the technology. We identify where AI can make a meaningful difference, connect it to the right data and systems, and build the governance, oversight and evidence required within a regulated environment.
From generative AI that helps people find information and prepare documents to agentic AI that supports complete workflows, we develop technology around the way your business actually works.
From business challenge to working AI
- Focus AI on a valuable business problem
Identify the processes consuming the most time, creating operational friction or limiting growth, then prioritise AI use cases capable of delivering practical and measurable improvements.
- Give AI the right information and context
Connect AI with reliable business data, relevant documents and established processes so its outputs reflect your organisation, clients and operating environment rather than relying on generic information.
- Choose the right type of AI for the task
Use generative AI where people need faster access to information, analysis or drafting support, and agentic AI where technology needs to coordinate actions across multi-stage processes.
- Work with the technology you already have
Integrate AI with existing administration, compliance, document management and reporting systems, avoiding the need to replace valuable core technology before your business can benefit.
- Keep people in control
Define where AI can act automatically and where human review, approval, justification or escalation is required. Professional judgement and accountability remain with your people.
- Move AI into everyday use
Take projects beyond initial ideas and demonstrations through development, integration, testing, deployment, training and ongoing support, helping AI become a practical part of normal operations.

From first use case to everyday value
Vega provides the technical and sector expertise needed to develop AI that fits your business, its data and the responsibilities carried by your people.
- AI opportunity and use-case identification
- Business process and workflow analysis
- Data readiness and quality assessment
- Generative AI development
- Agentic AI and multi-stage workflows
- Natural-language access to business information
- Intelligent data and document extraction
- AI-assisted research, summarising and drafting
- Automated task and workflow coordination
- Compliance checks and ongoing monitoring
- Risk and exception identification
- Integration with existing administration systems
- Integration with document management and screening tools
- Human review, approval and escalation points
- Source attribution and supporting evidence
- Audit trails and activity records
- Prototyping, testing and deployment
- Project management and implementation
- User training and adoption support
- Ongoing development and refinement
Generative and agentic AI in practice
Different business challenges require different types of AI. Heraxis and AVA demonstrate how Vega applies AI within the specialist sectors it serves.
- Heraxis: agentic AI for oversight and evidence
Heraxis sits above existing systems and coordinates the work required to create one governed view of a client, their holdings and risk. AI and automation gather information, run checks, compare changes and assemble evidence, while human decisions and authority remain clearly recorded.
- AVA: generative AI within Acumen
AVA allows Acumen users to ask questions in natural language, find information, identify overdue reviews and upcoming actions, and generate draft documents using data already held within the platform. It helps teams work more efficiently without moving sensitive client information into a disconnected public AI tool.

AI that strengthens your people
AI should increase the value of professional expertise rather than remove people from the process.
By taking on repetitive administration, information gathering, document preparation and workflow coordination, AI gives experienced teams more time for client relationships, oversight and the decisions that genuinely require their knowledge.
It can also help organisations increase capacity, improve consistency and manage growing workloads without making equivalent increases in manual administration.
Uptime SLA
Responsible AI from design to deployment
AI used within regulated financial services must be secure, controlled and capable of supporting clear accountability. Governance cannot be added after a system has been developed.
- Keep data and access under control
Design AI around the organisation’s existing permissions, security requirements and data environment, ensuring users only access the information appropriate to their role.
- Make AI-supported work transparent
Where AI produces an output or recommendation, retain the source information, supporting evidence and activity history needed to understand how that output was reached.
- Build in human oversight
Allow routine, low-risk work to be automated while requiring human approval, justification or escalation where professional judgement or greater risk is involved.
- Maintain accountability
AI can prepare information, highlight issues and recommend actions, but responsibility for material business and compliance decisions remains with the appropriate person.
Who is it for?
Vega develops and deploys AI for regulated businesses that want to improve efficiency and capacity without losing control of their data, processes or professional responsibilities.
Questions answered
Start with a specific operational problem rather than the technology itself. Suitable use cases often involve repetitive administration, information spread across multiple systems, document-heavy processes, recurring checks or work that prevents experienced people from concentrating on higher-value decisions.
Generative AI produces content or answers, such as summarising information, responding to questions or preparing draft documents. Agentic AI can coordinate actions across a multi-stage process, use different systems and tools, assess what needs to happen next and escalate matters requiring human input.
AI workflows should define which activities can be automated and which require human review, approval or justification. Supporting data, sources and activity should remain traceable, with responsibility for significant decisions assigned to an appropriately authorised person.
Yes. AI can often be connected to established administration, compliance, document management and reporting systems. Vega develops solutions around the existing technology environment, allowing businesses to introduce AI without automatically replacing their core platforms.
Vega begins by understanding the business problem, current process, available data and required controls. The team then designs, develops, integrates and tests the appropriate generative or agentic AI approach before supporting deployment, training and ongoing refinement.
Heraxis demonstrates agentic AI by coordinating information, checks and evidence across systems to support governed oversight. AVA demonstrates generative AI by helping Acumen users retrieve information, identify actions and prepare draft documents through natural-language interaction.
In good company.
From boutique trust companies to global banks, teams across the industry run on Vega.
Vega has taken the manual grind out of our client administration — what used to take days now runs quietly in the background.
Adam JefferiesJTC GroupCompliance and reporting we can stand behind at audit. The evidence is always there when we need it.
Richard MorrisPraxisOnboarding that used to take weeks now takes days. Our clients feel the difference from day one.
Sophie YabsleyTitan Wealth