AI Solutions
for Finance, Banking & Insurance

AI, quantum techniques and other Big ComputeTM promise to unlock new opportunities in risk management, pricing, reducing transaction costs and overhead, and more accurate forecasting — to the tune of at least $42B-$67B in additional operating income over the next several decades, according to BCG.

Use Cases

Applications for Finance, Banking and Insurance

Trading and Portfolio Management

Risk Management


Trading and Portfolio Management

Risk Management


Key Challenges

  • Dynamic optimization of capital allocation
  • Maximizing returns while minimizing risk
  • Obtaining solutions beyond mean-variance optimization
  • Estimating exposure associated with price movements in correlated securities
  • Implementing constraints imposed by investors and regulators
  • Optimizing portfolios with exceptionally large numbers of assets
  • Timing transactions to balance market impact versus exposure to volatility
  • Minimizing transaction fees and commissions

Zapata Solutions

Capital Allocation Optimization

Optimize how capital is allocated to achieve risk and return goals.

Loan Portfolio Optimization

Optimize for risk across lending product portfolios.

Index Tracking

Reduce tracking errors in portfolios that replicate the performance of financial indices such as the S&P 500.

Algorithmic Trading

Determine the optimal execution strategy for high-frequency trading to increase risk-adjusted returns.


Dynamically hedge existing investments with balanced assets, such as bonds, to minimize risk.

Use Case Timeline (est.)

Orquestra® Benefits for Finance, Banking and Insurance

Orchestration Across Environments

Leverage the heterogenous compute resources best suited for your tasks, without getting locked into any one hardware platform. Deploy across hybrid backends at enterprise scale.

Data Management & Velocity

Store, retrieve, and analyze large datasets. Streamline data management from ingestion to export to accelerate data velocity.

Open Framework

Keep what works now. Integrate existing and future solutions with a framework optimized for extensibility, interoperability, and innovation.

Workflow Development and Deployment

One unified platform to go from research to development to deployment with extensible, scalable, modular workflows.

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