Relationship managers swivel-chair
The CRM is in one system, the portfolio in a second, KYC in a third. A single client review is forty-five minutes of tab-switching before the conversation starts.
Solution · Private banks
The private bank's operating system.
For institutions where relationships are decades long, governance is non-negotiable, and the regulator is on speed dial. Modir is the platform that lets your senior bankers spend their hours on clients, not systems.
Your problems today
What we hear from CIOs at private banks.
Audit is reactive
Findings emerge weeks after the fact in spreadsheet exports. Without tamper-evident audit, every finding becomes a debate about what happened, not a fact.
Modernization risk feels existential
The core is too important to replace; so it gets extended. Every extension adds cost and audit surface. The existential risk migrates from change to stagnation.
How Modir solves them
Three answers, designed together.
One workspace per banker
Client list, household tree, portfolio, transactions, documents, audit timeline, AI insights — one screen, one identity, one role. The relationship manager never leaves the workspace.
Hash-chained audit, hourly verified
Every regulated action lands in the chain; verification runs on Temporal cron; signed exports are byte-reproducible. Findings become facts, not arguments.
Modular monolith, sovereign-grade
Start with one tenant in eight weeks. Region-pinned, signed images, SBOM published. Add modules without redeploying everything else. No big-bang rip-and-replace.
Locale-aware onboarding
Durable in Temporal, jurisdictionally tailored questionnaires. Six locales, three calendars; Hijri / Jalali first-class.
Six Rego packages
Suitability, restricted-list, AML, concentration, jurisdiction, ai_actions. Cases SLA-tracked. Restricted lists per jurisdiction.
Governed AI
Briefings, commentary, NBA — all approval-gated. Defensible to regulators.
Pilot scope
An eight-week pilot, costed.
Discovery
Workshop · jurisdictions · integrations · identity model · calendars.
Provision
Vault, Argo CD, Zitadel, OpenFGA seeded. One region pinned.
Migrate
One tenant, 5 advisors, 100 clients. Custodian feed, KYC vendor adapter wired.
Go live
First client review on Modir. Audit chain genesis. Compliance review of six policies.
Customer story
We replaced four systems with Modir. The compliance team trusts the audit chain. The advisors stopped switching tabs. The Saudi tenant was live in our region from day one.
Operations Director, Al-Madar Private Bank — Illustrative
Saudi Arabia · Riyadh · Private bankIllustrative
Al-Madar Private Bank
Replaced four systems with Modir Wealth OS in eight weeks. Compliance trusts the audit chain; advisors stopped switching tabs; the Saudi tenant was live in-region from day one.
Private bank workshop
Ninety minutes. One pilot scope out.
Bring an architect and a head of compliance. Output is a costed eight-week pilot.