Data Extraction
Intelligently extracts instruments, trades, subjects, & financial concepts from chat & e-mail.
Analytics & Insights
Automated insights generated from extracted data (intelligent trade matching, missed opportunities, client trends).
Actionable insights from your private data.
A daily report listing all instances in which a client inquired about something but no trade was done.
Automatically extract clients’ interests from emails and chat transcripts that can be added to contacts in a CRM.
A daily report or dashboard showing the most inquired-about sectors, bonds, topics, etc. ranked by frequency of mention.
The user enters a proposed trade or financial product and the system returns a ranked list of clients who previously expressed interest in their communications with the user's firm.
General