Our Solutions leverage our Product Platforms and use AI to tackle some of the most pressing challenges in financial services.

By focusing on operational efficiency, risk mitigation, and standardization, we provide transformative solutions that are not just innovative but pivotal for the industry’s future. 

Our Platforms and Solutions improve…

Your Workflows

Quality Assurance

Client Onboarding

Asset Servicing

Quality Control

Post Trade Processing

Solutions

Predictive Fails Management: SSI Use Cases

Use Case Fails Managment SSI, CTFSI

Document Fusion: Illustrative Uses

PEP SOLUTION
PREDICTIVE FAILS MANAGEMENT: SSI*
*Patent pending

Reduce trade fails caused by (bad) SSIs

Multiclass-Classification using Neural Networks 

Business Problem

Inaccurate SSIs leading to settlement fails due to the absence of centralized validation rules. 

AI/ML Solution

Utilizes a neural network-based multiclass classification system to learn from actual settlements, validating SSIs, and reducing fails. 

Benefits
  • Identify >75% of bad SSIs pre-settlement
  • Improved operational efficiency
  • Optimized balance sheet management

UDP SOLUTION
DOCUMENT FUSION : Multiple Uses

Process documents in weeks not months

Multi Document Grouping & Clustering

Business Problem

Many workflows require comparing multiple PDF reports to identify common and variable text, so that future reports can be generated from standardized templates. This can take months of effort and duration, prolonging new client onboarding or consuming valuable FTE’s engaged in tedious error-prone activities

AI/ML Solution

Human-in-the-middle workflow application to monitor AI processing of documents including PDF text extraction, cross-book paragraph clustering, and multi-text differencing comparison.

Text is extracted from the PDF homing in on the section of interest, (e.g. “Notes to Financials”), excluding extraneous text, (e.g. “headers, footers, page numbers, tables”) via sophisticated rules .

Across the corpus, similar paragraphs are grouped together representing similar concepts and wording .

Within a cluster of multiple related ideas, fragments are identified representing common or variable strings.

Benefits
  • Accelerate On-boarding
  • Employee Efficiency
  • Superior Quality Control

Predictive Fails Management: SSI Use Cases

Use Case Fails Managment SSI, CTFSI

Document Fusion: Illustrative Uses