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Interested in learning how Alkymi can help you go from unstructured data to instantly actionable insights? Schedule a personalized product demo with our team today!
Solutions
Machine learning, fit for financial services
Our financial services expertise combined with the latest in AI unlocks your unstructured data in real time.
Your key to becoming a data-driven firm
Alternatives, Private Equity and investment reporting document workflows are complex and time-sensitive, and any bottlenecks can lead to missed opportunities and high costs. Make informed decisions faster with our workflow automations built for financial services. Take advantage of the latest technology to make better decisions for your business, so you can:
Move faster with real-time insights
Engage directly with your data to access more accurate, in-depth insights at the moment you need them, so you can stay ahead of the market and respond quickly to your clients and investors.
Boost efficiency and reduce employee burnout
Capture more data with less effort, freeing your business analysts from hours of manual data entry. Empower them to focus on deeper analysis and more strategic work, while better preparing your firm to scale.
Limit risk exposure and capture more opportunity
Ensure no details are missed and dig deeper into investment data with tools that can summarize and add context, identify trends, and flag outliers, so you can spot portfolio risks and opportunities immediately.
Workflows designed for financial services documents, including:
- Capital Calls and Distributions (Capital Notices)
- Quarterly Reports (Schedules of Investments)
- Capital Account Statements
- Schedule K-1s
- Financial statements
- Subscription documents
- Loan agent notices
- US tax and SEC forms
- Confidential Information Memorandums (CIMs)
Built for financial services
Our platform is designed to capture actionable insights from your data while guaranteeing all your security requirements are met. Alkymi’s infrastructure allows for safe deployment on the cloud in the US or EU or for the easy creation of Private Cloud deployments. When using features powered by large language models, we offer a choice of model hosting options to meet your security and data privacy needs.
