Practical AI for Modern Enterprises
We Help Enterprises Operationalize AI
Not experiments. Not PoCs that die. We build production-grade agentic workflows and AI-enabled processes that deliver faster decision cycles, automated repetitive work, enterprise-wide knowledge access, and teams trained for the AI era. This is AI that fits your business, not the other way around.
AI Capabilities We Build
These are engineered fresh for every client—no prebuilt products, just tailored solutions for your specific needs
Research & Analytics Platform Architecture
Enterprise-Grade Equity Research ERP Pattern
We build comprehensive end-to-end research platforms tailored to your institutional equity research operations. Our architecture seamlessly orchestrates data collation, intelligent presentation, multi-channel distribution, and advanced analytics—empowering your research teams to deliver premium insights at scale.
General Platform
Microsoft 365 Integration
Built on Microsoft 365, giving analysts the freedom to work from Windows laptops, MacBooks, iPads, and mobile phones—ensuring seamless productivity across all devices
Enterprise SaaS Architecture
Reduce costs and infrastructure complexity with our secure multi-tenant SaaS model, featuring data isolation, on-demand backup and export, and seamless migration from legacy systems
Team Task Management & Updates
Coordinate inter-team and intra-team tasks with shared updates, assignments, and progress tracking—ensuring seamless collaboration across research, sales, compliance, and production teams
Complete Internal Report Archive
Centralized repository of all published research with powerful search, filtering, and retrieval capabilities—enabling teams to access historical analysis, reference past work, and maintain institutional knowledge
AI Capabilities
AI-First Research Platform
Leverage cutting-edge AI to enhance research quality with intelligent content suggestions, automated formatting, compliance checking, and smart tagging throughout the authoring workflow
AI-Powered Research Portal & Mobile Apps
White-labeled client portal with AI-enhanced search, Smart Screener for company filtering, intelligent recommendations, personalized dashboards, and natural language queries—available on web, iOS, and Android
Smart Query Wizard for Excel
Excel add-in enabling clients to build custom data sheets with dynamic queries that auto-update when research data changes—delivering self-service analytics in familiar spreadsheet environments
Research & Data
Comprehensive Research Coverage
Support for all research formats including Company Notes, Quarterly Updates, Sector Notes, Sector Compendiums, Strategy & Economy Notes, Free-flow commentary, and Daily/Weekly Compendiums—delivering complete flexibility for your research workflow
Automated Data Integration
Seamlessly connect with market data providers, financial databases, and proprietary sources—automatically enriching research with real-time market intelligence
Comprehensive Readership Analytics
Granular tracking from email distributions and portal access—revealing which clients read which reports, access times, time-on-page, and geographic distribution for precise impact measurement
Authoring & Production
Collaborative Authoring Suite
Real-time co-authoring with intelligent version control, track changes, and built-in compliance workflows—empowering teams to collaborate efficiently while maintaining quality
Custom Charting Tool
Create professional, pre-formatted charts automatically styled in your firm's branding with precise sizing optimized for research reports—ensuring visual consistency and saving hours of manual formatting
One-Click Formatting Tools
Microsoft Word add-in with intelligent formatting automation—enabling analysts to focus on content while one-click tools instantly apply house styles, templates, and brand guidelines for consistent professional output
End-to-End Production Workflows
Configurable workflows orchestrating authoring, editorial review, research committee approval, compliance sign-off, and publishing—with automated tagging, AI summarization, and instant PDF/HTML generation
CRM & Client Engagement
Client Relationship Management
Comprehensive CRM with contact hierarchies, entitlements, subscription management, and personalized content preferences—centralizing all client interactions in one platform
Client Interaction & Corporate Visit Management
Track and manage all client meetings, corporate visits, and interactions with comprehensive MIS reports on analyst and sales team performance—delivering actionable insights on engagement effectiveness and client coverage
Event & Conference Management
Complete solution for conferences, roadshows, and client events—featuring scheduling, room allocation, meeting coordination, automated itineraries, self-service invitee portal, and real-time change management
Distribution & Delivery
Enterprise Email Distribution
Professional email delivery for research reports, event invitations, and transactional communications with customizable templates, smart scheduling, segmentation, delivery tracking, and consistent branding
Multi-Channel Distribution
Automated content delivery across web portals, mobile apps, Bloomberg/Refinitiv terminals, and custom APIs—with intelligent scheduling, audience targeting, and workflow automation
Enterprise APIs & Integrations
RESTful APIs and pre-built integrations connecting seamlessly with CRM systems, portfolio management tools, trading platforms, and third-party applications—extending capabilities across your tech ecosystem
Compliance & Regulatory
Advanced Compliance Management
Sophisticated compliance controls with disclaimer management, blacklist enforcement, regional disclosure rules, and analyst holdings tracking—empowering compliance teams with complete oversight and automated regulatory safeguards
Regulatory Compliance & Audit Trails
Built-in MiFID II, MAR, GDPR, and regional compliance frameworks with automated audit trails, approval workflows, and comprehensive documentation—ensuring regulatory adherence at every step
AI Research Intelligence Architecture
Agentic Research & Analysis Systems
We design and deploy AI research platforms that revolutionize decision-making. Our architectures leverage sophisticated AI agents that generate comprehensive analysis, respond to complex queries, and perform dynamic what-if scenarios—delivering institutional-grade insights in seconds, customized to your specific domain.
Autonomous Research Agents
AI-driven analysis of financials, market trends, and competitive landscapes
Intelligent Query Engine
Natural language processing for complex research questions and deep-dive analysis
Dynamic Summarization
Instant executive summaries and key takeaways from vast research repositories
Scenario Modeling
Real-time what-if analysis with sensitivity testing and outcome projections
Multi-Source Intelligence
Synthesizes data from earnings calls, SEC filings, news, and proprietary databases
Continuous Learning
Self-improving algorithms that adapt to market conditions and user preferences
AI-Powered CRM Architecture
Intelligent Client & Lead Management Systems
We build AI-native CRM systems that transform how you manage relationships. Our architectures intelligently handle leads, automate client engagement, and provide predictive insights across the entire lifecycle—from prospect to long-term relationship management, tailored to your industry.
AI-Powered Lead Management
Intelligent lead capture from multiple channels with AI-driven scoring, qualification, and assignment optimization
Multi-Channel Communication
Seamless integration across email, WhatsApp, phone, and web forms with AI-powered conversation analysis
Predictive Analytics
AI-driven forecasting for conversion rates, client lifetime value, and churn risk with actionable insights
Intelligent Knowledge Base
AI-powered semantic search and content generation for sales playbooks, product documentation, and client resources
Automated Reporting
Real-time MIS dashboards with AI-generated insights, automated report generation, and natural language queries
Workflow Automation
Intelligent process orchestration for lead nurturing, client onboarding, and relationship management
Voice AI Agent Architecture
Conversational AI & Voice Automation Systems
We design and deploy intelligent voice automation systems that elevate customer experience and operational efficiency. Our voice AI architectures deliver human-like conversations, automating L1 support, scheduling, and reception with unprecedented accuracy—integrated seamlessly with your existing business systems.
Advanced Conversational AI
Natural language understanding with context awareness and emotion detection
Omnichannel Integration
Unified voice experience across phone, web, mobile, and messaging platforms
Intelligent Call Routing
Smart escalation and routing based on intent, sentiment, and complexity
Business Process Automation
Direct integration with CRM, ERP, ticketing, and scheduling systems
Multi-Language Support
Real-time translation and localization for global operations
Analytics & Insights
Comprehensive dashboards tracking call metrics, resolution rates, and customer satisfaction
24/7 Availability
Always-on support that scales instantly to handle peak demand
Imantix Academy
AI Training, Workshops & Enablement Programs
Future-proof your workforce with comprehensive AI education designed for the modern enterprise. Imantix Academy delivers world-class training programs combining open-access YouTube content with premium, bespoke corporate training—empowering teams from executives to practitioners with cutting-edge AI capabilities. Many enterprises budget more easily for training than for AI builds.
Comprehensive Curriculum
From AI fundamentals to advanced machine learning, LLMs, and agentic systems
Role-Based Learning Paths
Customized tracks for executives, developers, data scientists, and business users
Open YouTube Channel
Free access to high-quality tutorials, case studies, and industry insights
Bespoke Corporate Training
Tailored programs aligned with your industry, tools, and strategic objectives
Hands-On Projects
Real-world assignments and capstone projects with industry datasets
Certification Programs
Industry-recognized credentials demonstrating AI proficiency
Expert Instructors
Learn from practitioners with proven track records in enterprise AI deployment
Ongoing Support
Access to community forums, office hours, and continuous learning resources
AI Consulting & Implementation
Advisory, MVP Builds & Production-Ready Integration
Accelerate your AI journey with expert guidance and hands-on implementation. We help enterprises seamlessly integrate AI into their processes and products, transforming early-stage PoCs and MVPs into secure, compliant, production-ready systems that deliver real business value. Our proven execution model: Discovery (1-2 weeks), MVP Build (4-6 weeks), Production & Integration, and Upskilling & Hand-off.
Knowledgebase Integration
Transform your enterprise data into intelligent knowledge systems with RAG architectures, vector databases, and semantic search—enabling AI to access and reason over your proprietary information
Custom AI Workflows
Design and deploy tailored agentic workflows that automate complex business processes—from document processing and data extraction to intelligent decision-making and multi-step orchestration
Voice Agent Integration
Implement sophisticated voice AI solutions powered by our Imantix Echo platform or custom integrations—bringing conversational intelligence to customer service, support, and internal operations
AI Agent Development
Build intelligent agents that perceive, reason, and act autonomously—leveraging LLMs, tool-calling, memory systems, and multi-agent coordination for sophisticated problem-solving capabilities
Security & Compliance
Ensure your AI solutions meet enterprise security standards and regulatory requirements—implementing data privacy, model governance, audit trails, and compliance frameworks (GDPR, SOC 2, ISO 27001)
PoC to Production
Transform your vibe-coded prototypes and MVPs into robust, scalable production systems—with proper architecture, testing, monitoring, CI/CD pipelines, and enterprise-grade infrastructure
Quality Assurance & Testing
Implement comprehensive testing strategies for AI systems including prompt testing, hallucination detection, performance benchmarking, and continuous evaluation pipelines
Performance Optimization
Optimize AI solution performance with prompt engineering, model fine-tuning, caching strategies, cost optimization, and efficient resource utilization for scalable deployments
Visionaries Behind imantix.ai
Dr. Shabeeb Rizvi
Strategic Advisor & Chairman, YH Rizvi Group
A visionary entrepreneur and business leader with a PhD in Marketing, Dr. Rizvi brings decades of global business expertise to imantix.ai. As the driving force behind the YH Rizvi Group of Companies, he oversees a diverse portfolio of enterprises spanning technology, real estate, hospitality, and international trade with operations across India, UAE, UK, USA, and Singapore. His strategic acumen in scaling businesses globally and deep understanding of market dynamics provides imantix.ai with invaluable insights into enterprise needs and international expansion.
Asif Shakir
Co-Founder & Chief Architect
A seasoned technologist with over 17 years of comprehensive experience in enterprise software development and AI transformation. Prior to co-founding imantix.ai, he served as Lead Software Architect (AI) at Quorum Software. His expertise spans across fintech, energy, and information technology sectors, with a proven track record of architecting scalable solutions across India, UK, and the US.
Professional Journey
Building the future of enterprise AI with agentic workflow solutions
Led AI transformation initiatives
Providing strategic technology leadership
Building equity research solutions across India, Middle East, and Southeast Asia
Enterprise technology consulting roles
We proudly operate as part of the YH Rizvi Group of Companies, combining cutting-edge AI innovation with decades of proven business excellence and global market expertise.
Start With a Readiness Assessment
Let's discuss how we can help operationalize AI in your enterprise
Contact Information
Email: [email protected]
LinkedIn: Follow imantix.ai
Global Presence
99 Ambedkar Road, Bandra West
Mumbai – 50, Maharashtra, India
- 🇺🇸 Houston, Texas, USA
- 🇬🇧 London, United Kingdom
- 🇦🇪 Dubai, United Arab Emirates
- 🇸🇬 Singapore