Meet Your Next Hire

Skills

• Smart content retrieval – Seamlessly pulls the most relevant information from your curated library, factsheets, and performance-attribution reports.
• Product-aware intelligence – Detects the exact strategy or vehicle the RFP is asking about and surfaces the answers accordingly
• Format-flexible delivery – Effortlessly handles any questionnaire or response style, from PDFs and Word docs to Excel grids, free-text fields, multiple-choice check-boxes, tables, and web forms.
• Enterprise grade security & audit trail – Features SOC-2 and GDPR compliance, and granular, question level logs protected by fine grained, role-based access controls keeping every RFP response safe and verifiable.
• Effortless scale & streamlined workflows – Handles rising volumes of RFPs and DDQs in peak seasons optimizing processes so teams can take on more mandates without added strain.
• Self-improving intelligence – Real time user feedback and adaptive learning algorithms continually refine answers, boosting accuracy and operational efficiency over time. 

Skills

• Compliance-First Approach – Ensures adherence to Fannie Mae, Freddie Mac, CFPB, and FHA lending regulations.
• Risk Mitigation – Identifies legal inconsistencies and prevents financial penalties and litigation risks.
• Enterprise-Grade Security – End-to-end encryption, SOC2 compliance, and role-based access controls for document security.
• ROI-Driven Impact – Reduces manual review time by 60%, leading to faster closings and increased loan volume.
• Document Processing – Accurately extracts, verifies, and organizes complex mortgage data across systems.

Skills

Key Capabilities

• Speed equates to Value in Finance – FARA converts Bloomberg extracts and custodial positions into a living ETF graph with hourly refresh, revealing hidden trends in leveraged-inverse, thematic, and bull-bear pair flows in seconds, not weeks.
• Domain-infused precision – Auto-maps ISINs, primary benchmarks, and leverage factors, then cross-validates with a vector-indexed metrics library (NAV, returns, volumes, flows) to ensure institution-grade accuracy across research outputs.
• Timely Competitive Intelligence – Instantly builds peer sets by issuer, theme, or factor tilt and computes performance vs. max drawdowns and correlation surfaces to quantify differentiation.
• Continuous improvement – Human-in-the-loop validations refine mappings, peer group logic, and factor tags on the fly improving signal quality with every query.
• Idea Engine – Agentic query orchestration enables unconstrained ad-hoc analysis, from launch windows and reset schedules to exposure gaps and basis risks, powering truly data-driven product ideation.

Skills

• Best-in-class performance – OSLO eclipses legacy OCR and generic LLM tools with 99%+ field coverage and 96%+ first-pass accuracy, shrinking document review from hours to seconds.
• Domain-infused precision – Every data point is double-checked by a sub-agent that leverages deep fund-administration expertise, ensuring audit-ready results.
• Seamless multilingual onboarding – Effortlessly processes subscription agreements in multiple languages and jurisdictions, accelerating investor onboarding worldwide.
• Continuous improvement – Human-in-the-loop feedback loops refine OSLO on the fly, pushing accuracy higher with every interaction.
• Email Intelligence – ML-powered classification pinpoints critical email attachments and automates investor follow-ups, thus slashing email/SharePoint back-and-forth by 10× for a faster, frictionless experience.

 

Skills

• Best‑in‑class performance – TESA delivers 93 % first‑pass field accuracy eclipsing legacy OCR and generic LLM tools and cutting document review from hours to minutes.
• Jurisdiction-agnostic extraction – Handles 3,500+ counties and cities, messy scans, and multi-page PDFs; captures payee, amounts, due dates, owner, and 20+ supporting fields.
• Risk-based auto-validation – Compares each field against prior-year logic and rules; flags variances before they become late-payment penalties.
• Seamless tax-system integration – One-click exports feed clean, structured data directly into PTMS, OPT, and SAP.
• Batch throughput at scale – Process 1,000 bills in < 5 hours; no tuning needed when volumes spike.
• Continuous improvement – Human-in-the-loop feedback refines TESA on the fly, raising accuracy with every tax bill processed.
• Audit readiness & full transparency – Every extraction and subsequent edit is time‑stamped and source‑tracked, creating an end‑to‑end audit trail.

Skills

Key Capabilities

• Subscription Document Processing – Completes investor subscriptions 5× faster by gathering client data from CRM and portfolio tools, auto-filling template fields, flagging gaps for review, and finalizing with e-signature.
• Intelligent Document & Email Triage – Continuously monitors inboxes and platforms, identifies priority documents, and routes them to the right agent, attaching related communications for full context.
• Real-time Reporting – Integrates with client reporting platforms to classify transactions, generate commentary, and maintain tagging standards, cutting hours from each reporting cycle.
• Regulatory & Compliance Monitoring – Tracks updates from the SEC, IRS, and state tax boards, linking changes to affected clients and issuing proactive alerts to avoid missed filings.
• AI-Powered Client Engagement – Analyzes CRM, portfolio, and external news signals to surface timely, personalized outreach opportunities.
• Centralized Data Hub – Consolidates and validates information across systems, creating a single source of truth for reporting and insights.
• Security & Compliance by Design – Built on AWS with SOC 2 Type II and ISO 27001-aligned controls to ensure data protection and regulatory readiness.

Skills

Key Features & Differentiators

• Technical Differentiation: Utilizes proprietary IP and technology-agnostic models optimized with both proprietary and open-source LLMs, delivering unparalleled accuracy and integration capabilities.
• Domain-Specific AI: Tailored specifically for financial services, ensuring comprehensive coverage of complex KYC and AML requirements.
• Centralized Compliance Hub: Consolidates all customer data and compliance requirements into a single, unified platform for streamlined management and regulatory reporting.
• Human-in-the-Loop Oversight: Combines automated processes with human expert validation to refine KYC checks, minimizing false positives and enhancing efficiency.
• Audit Trails & Transparency: Provides detailed, timestamped audit logs for every verification step, enabling full traceability and regulatory transparency.
• Rapid Integration & Scalability: Quickly deployable within 12 weeks with seamless integration into existing enterprise systems, scalable to manage increasing client volumes and regulatory complexity.