Product Updates July 26, 2023
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.
Wealth & asset management
Make informed, strategic decisions for your clients with the most up-to-date portfolio information.
Investment opportunities & performance
Instantly monitor market conditions and stay ahead of opportunities for your portfolio.
Customer onboarding & KYC
Reduce drop-off and streamline your onboarding experience so you never miss out on a new customer due to processing delays.
Regulatory compliance & reporting
Reduce manual work and stay on top of regulatory reporting with seamless automation of common SEC forms.
Keep your data operations running smoothly and on time by automating tax forms and billing documents, ensuring your data is accurate and complete.
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.
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.
Fine-tuning is not the only way to get relevant, domain-specific responses out of an LLM. Alkymi’s team of expert data scientists explain an alternate route.
Find out which type of automated document processing solution is right for you: data extraction, an IDP, or a complete business system for unstructured data.
We’re partnering with Portfolio BI, a provider of portfolio analytics and reporting solutions, to bring structured and unstructured data sources together.