Tell the System the Outcome
Growth
Trade Idea Agent
An AI-driven analyst that continuously evaluates market data to surface trade opportunities.
Sell-Side Recommendation
Provides AI driven recommendations on who to call and what securities to buy or sell, tailored to client preferences and market changes.
Research Agent
AI driven summarization of sell-side analyst reports to extract key insights for quick client outreach.
Bid Manager
Optimizes the bidding process in capital markets by analyzing investor demand & market conditions to improve pricing strategies and win rates.
Risk
Trade Surveillance
Continuously scans trading activity to detect anomalies or suspicious patterns, supporting compliance with trading.
AML Agent
Uses AI to enhance anti money laundering compliance by automatically flagging high risk transactions with greater accuracy and fewer false positives.
ISDA Intelligent Agent
Leverages AI to extract and interpret key clauses from ISDA contracts, automating document analysis and reducing risk in derivatives agreements.
Breaking News
Tracks real time market news and performs sentiment analysis to alert teams about market moving developments.
Operations
Trade Reconciliation Agent
Autonomous AI that removes manual reconciliation and prevents costly trade breaks.
Term Sheet Agent
Automates the creation and analysis of deal term sheets, streamlining the process and reducing manual effort in drafting key terms.
Corporate Actions
Monitors and analyzes corporate action events such as mergers and dividends, and alerts users to their impact on portfolios.
Finsight
Delivers comprehensive financial insights including risk analytics by aggregating diverse market data and client data into actionable intelligence.
