Go to market withunique AI powersand expertise

Access custom AI solutions and finance's most advanced research tools. Then automate growth workflows to turn insights into revenue.

TRUSTED BY MORE THAN 300,000 LEADING FINANCE TEAMS OF ALL SIZES
Powered by AI

Turn your financial data into actionable insights

Access advanced AI tools that transform complex financial data into clear, actionable strategies. From portfolio optimization to risk assessment, our platform handles the complexity so you can focus on growth.

Real-time portfolio analytics and risk scoring
Automated client communication and reporting
Predictive market trend analysis

Trusted by finance professionals worldwide

Join thousands who've transformed their practice with AI

60%
Increase in client engagement
40%
Reduction in research time
150%
Growth in efficiency
25+
Financial firms transformed
Education & Training

Empower your team with AI expertise

We've trained 500+ professionals across India. Transform your organization with hands-on AI workshops designed for finance teams.

Custom AI training for your financial organization

Our expert-led workshops combine theoretical knowledge with practical applications, ensuring your team can immediately implement AI solutions in their daily workflow.

Hands-on Workshops
Interactive sessions with real financial data and scenarios
Industry-Specific Content
Tailored curriculum for different financial specializations
Ongoing Support
Post-training assistance and implementation guidance
AI Training Session
500+
Professionals Trained

Wealth Management AI

Learn to implement AI-driven portfolio optimization and client advisory systems.

Portfolio Analytics

Master automated portfolio analysis and performance prediction techniques.

Client Insights

Discover AI tools for enhanced client profiling and personalized recommendations.

Risk Assessment

Implement AI-powered risk analysis and compliance monitoring systems.

Training across major financial hubs

We bring AI expertise directly to your city

Mumbai
Financial District
Delhi
Business Hub
Bangalore
Tech Center
Chennai
Finance Center
Success Stories

How finance professionals scale with AI

Real transformations from financial advisors, brokers, and wealth managers who partnered with CAPTIN

Brokerage Automation
50% Faster

Brokerage firm doubles operational efficiency

Mumbai-based brokerage firm implemented our AI-driven trade analysis system, streamlining client communications and automating routine research tasks.

50%
Faster trade execution
80%
Less manual work
2x
Client capacity
Portfolio Insights
3x Growth

Advisor scales to 3x more clients with AI insights

Delhi-based wealth manager leveraged our custom AI dashboard for real-time portfolio analytics and risk assessment, enabling unprecedented client growth.

3x
Client growth
60%
Better returns
90%
Time savings
Client Satisfaction
85% Satisfaction

Enhanced client satisfaction by 85% with personalized AI

Bangalore wealth management firm developed personalized investment recommendation engine with predictive market analysis, dramatically improving client outcomes.

85%
Client satisfaction
40%
More referrals
25%
Revenue growth

Ready to write your success story?

Every financial professional has unique challenges. Let's build your custom AI solution and join the hundreds who've already transformed their practice.

Partner with CAPTIN to build your AI advantage

Join the financial professionals who are already transforming their practice with Artificial Intelligence