Your decisions move faster with our solutions.

Alkymi’s targeted solutions eliminate unstructured data challenges in key financial services verticals.

Digital Client
Onboarding & Account Opening

New clients expect quick turnaround times and fast decisions. Whether it’s a 401(k) rollover, an account opening/origination, or an asset transfer, financial services firms expect clean and accurate data. Nobody is happy when document processing is done by hand.

  • Eliminate manual extraction and focus on client service

  • Accelerate onboarding while keeping overhead low

  • We've automated: Account statements, forms and questionnaires, identifications and certificates

Learn more about Alkymi’s solution for digital client onboarding

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Alternative and Private Market Data

Alternative assets present an unlimited set of opportunities for investors. They are also notoriously difficult to track, manage and execute. Data should give you an investing edge, not an operational headache.

  • Leverage 100% of your investment data

  • Automate legacy workflows without affecting operational partners

  • We've automated: Capital calls/distributions, PCAPs, quarterly reports, SOIs, NAV

Learn more about Alkymi’s solution for alternative and private market data

Right here

Investment Performance and Reporting

Your clients expect investment performance reporting that matches the speed of the market. Eliminate time-intensive data collection to accelerate insights and improve client experience.

  • Upgrade client reporting, and leverage all of your data

  • Eliminate friction across the front and back office

  • We've automated: Portfolio summaries, performance reports, fact sheets, allocation, exposure & sector reports


Learn more about Alkymi’s solution for investment performance reporting

Right here

Environmental Social Governance (ESG) Investing

ESG data is reported in a huge number of sources and formats and can be extremely costly to access. Subscription datasets are often one-size fits all, and only tell part of the story you’re interested in. Tap the data your firm needs to analyze risk, construct strategies, and evaluate investments.

  • Streamline portfolio assessment and reporting

  • Tailor your ESG data strategy to your needs

  • We've automated: Environmental progress & sustainability reports, climate risk & emissions data, corporate governance, D&I reporting


Learn more about Alkymi’s solution for ESG data collection and reporting

Right here

From those in the know:

Alkymi delivers the automation necessary for operational success and empowers control and governance over the data that ultimately forms a valuable analytical tool in alpha generation.

Hugues Chabanis
Product Portfolio Manager | Alternative Investments, SimCorp

In our business, pension rollovers are a frequent and important use case. Today, that process is very human-intensive, time-consuming, and sometimes error-prone. We’re working with Alkymi to automate this process and make it real-time.

Raja Doddala
Managing Director | Head of FinTech Strategy & Development, TIAA

Alkymi has clearly identified a problem to be solved – that of extracting insight from unstructured data, and doing so in a way that automates large parts of the process while keeping humans in the loop.

Nick Patience
Lead Analyst | AI and Machine Learning, 451 Research

Alkymi effectively tackles a pervasive problem; enterprise email inboxes are silos where the content sitting there relies solely on manual human interaction to unlock it.
 

Alan Pelz-Sharpe
Founder, Deep Analysis

Learn how we target solutions for financial services firms.

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