Outcreate in the era of Intelligent Operations
Imagine an operations platform that interprets and applies your business rules, makes real-time decisions within workflows, manages exceptions with full awareness of context, and continuously learns from its outcomes. We believe that the greatest advantages of AI aren’t found in automating isolated pieces of existing processes, but from using AI to fundamentally re-engineer operations as a whole.
UnifAI - this is where business creativity begins.
This platform is unique in providing a shared intelligence layer that links disconnected systems, handles exceptions efficiently, and oversees service delivery with real-time SLA management. It ensures transparency and proactive communication, so clients and Advisors are constantly informed about transaction status, exception handling, and what steps come next. UnifAI shifts operations away from rigid processes toward an intelligent, continuously learning system.
The Industry Challenge
TA solutions have traditionally been evaluated through the lens of human skills, identifying who is responsible for the tasks, the associated costs, and focusing on strategies to minimise expenses. However, as volumes rise and client expectations become more sophisticated, these conventional approaches often encounter challenges such as increased overhead, variability in quality, heightened operational risk, and diminished client satisfaction.
Structural Limitations
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Heavy dependence on manual workflows
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SLAs remain static, relying on outdated measures and single-point reporting
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High levels of exceptions and repeated work
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Expertise resides with individuals rather than within systems
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Transparency is limited across the entire value chain—including clients, advisors, investment dealers, and asset managers
The Result
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Operational costs are increasing
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Quality and performance vary unpredictably
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Operational and audit risks are elevated
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Scaling based on labor delivers decreasing returns
A New Approach
UnifAI changes the narrative by introducing a shared intelligence and orchestration layer that standardizes, predicts, and optimizes Transfer Agency operations across clients, systems, and BPO partners. By enabling process self‑optimization, reducing manual intervention, and driving higher‑quality outcomes at scale, UnifAI improves transparency, strengthens trust, and elevates the client and advisor experience.
UnifAI is designed as a single platform that offers a range of services. It starts with Transfer Agency capabilities and smoothly expands to include Fund Accounting, middle-office oversight, and data and reconciliation solutions, creating significant benefits throughout the value chain. For asset managers, this means more predictable and lower service costs, better transparency and quality, and less operational and regulatory risk.
The UnifAI Advantage
Enhancing Intelligence Without Disrupting Existing Tools
UnifAI operates as an overlay to TA platforms and BPO tools, augmenting rather than replacing them.
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Integrates seamlessly with current systems—no “rip-and-replace” required
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Delivers unified intelligence across disparate environments
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Enables swift deployment for various clients, regions, and asset categories
Agentic AI Designed for Operational Excellence
UnifAI leverages advanced Agentic AI through dedicated atomic agents. These agents are capable of:
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Interpreting TA business logic
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Determining optimal workflow actions
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Contextually escalating exceptions
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Continuously improving by learning from outcomes
Exception-First Architecture
Unlike traditional models that scale human resources, UnifAI prioritises exception management.
Operational Model:
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Artificial intelligence independently manages routine transactions
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Human intervention is reserved for complex or high-risk scenarios
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Recurring challenges are addressed and diminished via machine learning
Real-Time SLA Management
Whereas conventional solutions monitor SLAs reactively, UnifAI proactively manages, anticipates, and adapts in real time.
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Early detection of potential breaches
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Dynamic adjustment of priorities
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Comprehensive root cause analysis spanning clients and workflows
Optimised for BPO Economics
UnifAI drives improved unit economics beyond simple throughput enhancements.
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Minimises reliance on senior subject matter experts
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Accelerates onboarding and training
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Safeguards profit margins amid increasing volumes
Speaking Session
Panel: From Pilots to Payoffs: What are some of the most cutting-edge examples of AI implementation
AI: From Pilots To Payoffs
Wednesday March 11, 2026
JW Marriott Grande Lakes, Orlando
Meet us at booth No. 11 - 12
Derek Lynden
Head of Business Development Banking and Financial Services LTM Canada
Meet the Experts
Derek Lynden
Senior Vice President, Sales & Business Development,
LTM, Canada
Steve Kingston
Head of Product and Relationship Management,
LTM, Canada
Stanislav Hristov
Head of Enterprise Engineering, LTM, Canada
Mark Hartley
Senior Director,
LTM, Canada
Meet Us
LTM is a global technology services and consulting company and the business creativity partner to the world’s largest and most disruptive companies. We bring human insights and intelligent systems together to help enterprises across industries rewire their business models, accelerate innovation, and drive AI-centric growth. With our integrated operations, transformation, and business AI services, we design and deliver solutions that create new productivity paradigms and new roads to value. Together with 87,000 employees across 40 countries and our global network of hyperscaler partners, LTM - A Larsen & Toubro company - shapes business outcomes for over 700 clients, helping them to not simply outperform the market, but to Outcreate it.