Platform

Our platform EXF Insights provides you with an integrated Data Book Of Record (DBOR). Front-to-back life cycle management, on top of our comprehensive investment data model includes data consumption, harmonization, transformation, validation and distribution.

Platform Overview

Our comprehensive data model allows us to manage data holistically. Our integrated platform allows you to take ownership of the entire data life cycle in an efficient and automated way. The use of AI and no-code rules throughout the life cycle creates a TCO reduction of 50% plus and allows you to stay in control without the need of technical skills. All rules are exportable and re-usable. Our license model has no lock-in.

Customizable Drill-Through Analytics

Thanks to our comprehensive investment data model, we provide you with advanced analytical insights. You can fully customize the analytical dashboards to meet your needs. Drill-through capabilities allow you to dig deeper and get the answers you need.

Flexible UX

We provide you with data at-your-fingertips! Our state-of-the-art UX allows you to fully customize the way you want to work with your data. You can group, sort and filter your data on multiple levels. You decide which columns you want to see and how you want to arrange them. The master-detail data tables bring all relevant related data within one click. Plus you can export the views to MS Excel or Adobe PDF.

Real-Time Workflow Orchestration

EXF Insights provide you with real-time workflow orchestration that is invoked automatically when data arrives or is modified. We give you front-to-back data lineage, audit trail and version history so you can answer all questions any auditor, regulator or client may ever ask.

Talk to your Data!

Interact with your data without the need to know the data model or any technical skills! Our multi-lingual GenAI-powered Chatbot uses NLP (Natural Language Processing) to talk to your data. We use Retrieval-Augmented-Generation (RAG) to enhance the Large Language Model (LLM) and add domain-specific terminology. You can see the SQL and Python code and download it. The Chatbot is context-aware so follow up questions refine the results.

AI-powered Data Mapping

We use the power of generative artificial intelligence (GenAI) combined with our domain expertise to teach large language models how to map your data automatically. This leads to significant data onboarding efficiencies with much abbreviated time-to-market and lower total cost of ownership.

No-Code Rules Engine

EXF Insights provides you with powerful no-code rules for transformation and validation of data to allow you independent ownership of the data logic. All rules are re-usable and exportable as SQL, JSON or Python code.

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