AITECHNIC × Financial Services
AI Automation for Australian Financial Services.
AITECHNIC helps accountants, financial advisers and mortgage brokers automate their practices — built by a founder with 15+ years inside Australia's wealth management and banking platform sector.
Why AITECHNIC is different
Built by someone who worked inside the industry.
AITECHNIC was founded by Raghu Muniyappa — a Digital Strategy Director with 15+ years inside Australia's wealth management, fund accounting and banking platform sector. He has led digital transformation at HUB24, BT Financial Group and SS&C Technologies — some of Australia's most compliance-sensitive financial services platforms.
That means when AITECHNIC builds AI automation for your accounting firm or advisory practice, it's built by someone who understands ASIC compliance, AML/KYC requirements, client data obligations under the Privacy Act, and the operational reality of running a financial services practice in Australia.
No generic agency. No offshore team guessing at your compliance requirements. Just deep domain expertise applied to practical AI automation.
Founder credentials
- → 15+ years in wealth management, fund accounting & banking platforms
- → Digital transformation roles at HUB24, BT Financial Group, SS&C Technologies
- → Product Owner experience across regulated financial platforms
- → Founder of SMflow & XPScore360 SaaS products
- → Based in Cherrybrook, Sydney — serving Hills District & Greater Sydney
- → Australian citizen — Baseline Security Clearance
15+
Years in financial services
3
Major platforms: HUB24, BT, SS&C
$497
AI audit starting from
6–10 wks
Typical ROI payback
AI automation for every financial services practice.
Choose your practice type for a tailored automation roadmap — built on real domain knowledge, not generic AI advice.
Compliance-first approach
We understand your compliance obligations.
Every AI automation we build for financial services clients is designed with compliance in mind — not bolted on as an afterthought. We understand ASIC, AML/KYC, AFCA, CPD requirements, and the Australian Privacy Act obligations specific to financial services licence holders.
- ✓Data stays in Australian-hosted infrastructure
- ✓Privacy Act compliant — no client data leaves your systems without your control
- ✓Audit trails built into every automation by default
- ✓No AI-generated advice — automations handle admin, not regulated advice
- ✓NDA and data processing agreements available on request
ASIC Aware
Automation that respects your licence obligations
Australian Hosted
Client data stays on Australian infrastructure
Privacy Act
Full compliance with Australian privacy obligations
Audit Trails
Every automation logged and traceable
Your questions, answered.
Yes. Raghu Muniyappa has 15+ years in Australian wealth management, fund accounting and banking platforms — with digital transformation roles at HUB24, BT Financial Group and SS&C Technologies. He understands your compliance environment from the inside.
Yes — with the right design. We never use AI to generate regulated financial advice. All automations handle admin, document processing, client communications and reporting — keeping human advisers and accountants in control of regulated decisions. Audit trails are built into every system.
No. We design all automations to process sensitive client data within Australian-hosted infrastructure. We can provide a data processing agreement and NDA on request.
Our AI Readiness Audit starts from $497 and maps your highest-ROI opportunities before you commit to anything. Workflow builds range from $1,500 to $15,000 depending on complexity. Most practices recover the full investment within 6–10 weeks through staff time savings.
Yes. We work with AFSL holders, ACL holders, and their authorised representatives. We understand the licence structure and design automations that support — not circumvent — your obligations.
Let's build your practice's AI automation system.
Raghu Muniyappa — ex-HUB24, BT Financial Group, SS&C. 15+ years in Australian financial services. Based in Cherrybrook, serving Hills District and Greater Sydney.
Free Discovery Call
Talk to Raghu. No sales pitch.
Book a free 30-minute AI discovery call. We'll map your highest-ROI automation opportunities — specific to your practice or business.
- ✓ No obligation, no lock-in
- ✓ 15+ years financial services & AI expertise
- ✓ Sydney-based — Hills District & Greater Sydney