Products
Our product suite of tools accelerates
service delivery and make data management
easier and more efficient. We use GenAI
to help simplify your data life cycle and provide
you with better data for better outcomes.
Data you can trust.
Best of all, they require zero technical knowledge
as we provide No-Code tools that you can easily own.
Without long-term vendor lock-in.
We provide the following products as a license or Software-as-a-Service:
EXF Insights
Insights is our integrated Data Life Cycle Engine that harmonizes data from many sources and in many formats to provide you with a Data Book Of Record (DBOR) you can trust.
Our No-Code rules engine for transformation and validation rules allows you to take ownership of your data without technical knowledge at a markedly reduced cost of ownership. Our integrated audit trail and data lineage features satisfy every audit-, compliance- and regulatory requirement.
Our Real-time Data Pipelines process your data immediately so that you always use the most recent data with integrity and consistency. One stop for all data needs – deployable on any infrastructure.
EXF Insights was selected to power the FIS Investment Data Platform. You can download the factsheet here.
Here is a link to our introductory video.
Investment Data Model
Our out-of-the-box Investment Data Model (IDM) covers the entire Investment Management Domain including Accounting, Performance, Market Data. The model supports multiple Asset Classes (Equities, Fixed Income, Derivatives, Complex Assets) and harmonizes data from multiple sources. IDM offers instrument-level Look-Through (derivatives, complex and structured products), FX Overlay, Fund of Funds as well as Products and Strategies. Our schema supports Custom Classifications for mandates and strategies as well as bespoke IBOR configuration. The model is flexible and easy to extend.
IDM is available on Snowflake but can be deployed in any cloud footprint or on-premise.
GenAI Chatbot
We take analytics to the next level so you can talk to your data! Our GenAI Chatbot uses Retrieval-Augmented Generation (RAG) to teach Large Language Models (LLM) the meaning and syntax of the Investment Management domain so that you get meaningful and accurate answers.
You can see the SQL and Python code, export it and reuse it and you have a real-time meter showing you how much your queries cost.
The Chatbot is contextual so you can refine your questions and narrow down on results or see the data as one of many chart types. We also support multiple languages. Naturally.
EXF Document Parser
We use GenAI to extract data attributes from complex and unstructured documents. Where others simply digitize the content, we extract attributes and map them into our data model. This is ideal for Terms & Conditions, Structured Products, Securities Issuance and other Prospectus.
We have optimized the use of Retrieval-Augmented-Generation by vectorizing the domain syntax and terminology, integrated with Large Language Models (LLM). Our Data Scientists have tried a myriad of configurations with major LLMs and accomplished success rates of up to 97%!