70+ Ready-Made Patterns to capture immediate business ROI

Over the last several years working with financial services data, we’ve amassed significant expertise in processing a wide range of document types for our customers. We've designed bespoke data models and validations to support their use cases, building an extensive library of automations customized for financial services workflows. We’re pulling all of this knowledge into a collection of Ready-Made Patterns to help you quickly and instantly automate your business workflows with clean, validated data. 

Over 70 pre-configured, pre-built, fully API-enabled Patterns are already available within the Alkymi platform, with over 100 available by the end of 2023. Manually processing Capital Notices, Brokerage Statements, or K-1s no longer has to slow you down or limit your ability to make quick decisions. Choose a Pattern from our always expanding menu and get immediate access to a dedicated, secure sandbox to trial with your own documents—no set up, model training, or configuration required.

Ready-Made Patterns are built with sophisticated technology—such as machine learning and large language models—and provide expert data extraction, validation, transformation and summarization to seamlessly automate your document processing in a way that’s easy to implement and use.

Our Ready-Made Patterns Menu currently includes:

Private equity & alternatives
Automate your high-volume private markets workflows so you know exactly what your obligations are in real time and never miss a Capital Call or tax deadline.

Ready-Made Patterns:

• Capital Calls & Distributions (Capital Notices)
• Capital Account Statements
• Schedule K-1
• Schedule of investments
• Loan agent notices

Wealth & asset management
Make informed, strategic decisions for your clients with the most up-to-date portfolio information.

Ready-Made Patterns:

• Brokerage statements/Custodial statements
• Mutual fund prospectuses
• Schedule K-1
• Form ADV
• US tax forms: W4; W-8 BEN; all 1040s; and 1099-INT, -DIV, and -MISC

Investment opportunities & performance
Instantly monitor market conditions and stay ahead of opportunities for your portfolio.

Ready-Made Patterns:

• Equity research reports
• Mutual fund prospectuses
• News articles
• Document summaries (in English, Arabic, Dutch, French, German, Hindi, Italian, Japanese, Korean, Mandarin, Portuguese, Russian, or Spanish)

Customer onboarding & KYC
Reduce drop-off and streamline your onboarding experience so you never miss out on a new customer due to processing delays.

Ready-Made Patterns:

• Brokerage statements/Custodial statements
• ID detection
• Address detection

Regulatory compliance & reporting
Reduce manual work and stay on top of regulatory reporting with seamless automation of common SEC forms.

Ready-Made Patterns:

• Form ADV
• SEC Forms 3, 4, 5, 6-K, 8-K, 10-K, 13D, 13F, and 144

Data operations
Keep your data operations running smoothly and on time by automating tax forms and billing documents, ensuring your data is accurate and complete.

Ready-Made Patterns:

• Invoices, bills, and receipts
• US tax forms: W4; W-8 BEN; all 1040s; and 1099-INT, -DIV, and -MISC
• Form 1065 and Schedules B, K, L, M-1, and M-2
• Forms 1096; 1120 and Schedules C, G, J; 1125-E; 8825; 940; and 941
• Schedule K-1
• Form ADV

LLM-powered Patterns
Using Patterns powered by next-generation large language models like GPT, generate ad hoc insights and summaries of complex documents so you can quickly answer client questions, prepare for discussions, and make strategic decisions.

Ready-Made Patterns:

• Document summaries (in English, Arabic, Dutch, French, German, Hindi, Italian, Japanese, Korean, Mandarin, Portuguese, Russian, or Spanish)
• SEC Form 8-K
• Equity research reports
• Mutual fund prospectuses
• News articles

See how easy it is to find the right Pattern for your use case with the tour below:

We are continuously adding more Patterns to our library. Reach out if you are looking for something specific, or try out a Ready-Made Pattern today.