Solutions for Financial Services: Data-Driven Decisions with AI
HorizonAX Activate – Preparing Financial Data for AI
Financial enterprises deal with complex, siloed data—from transaction records and compliance reports to research notes and customer data. Activate makes this data AI-ready by:
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Automated Extraction: Structure financial statements, regulatory filings, analyst reports, and client communications.
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Data Harmonization: Merge insights across risk, compliance, trading, and research teams.
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Auditability & Compliance: Maintain lineage of data sources to ensure transparency and regulatory adherence.
Impact: Financial data becomes searchable, traceable, and actionable—laying the foundation for AI-driven analysis.
HorizonAX Insight – Instant, Contextual Financial Intelligence
Time-sensitive decisions in trading, risk management, and compliance require immediate access to reliable insights. Insight delivers contextual, source-cited answers within seconds:
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Equity & Market Research: Quickly find comparable company data, analyst reports, and market signals.
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Risk & Compliance: Instantly surface relevant regulations, policies, or past compliance actions.
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Client Intelligence: Retrieve 360° views of client portfolios, transactions, and interactions.
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Cross-Repository Search: Unify knowledge across internal databases, regulatory archives, and research libraries.
Impact: Significant reduction in time-to-answer for analysts, risk officers, and compliance teams, driving faster, more confident decisions.
HorizonAX Engage – Clear, Compelling Financial Communications
Financial services demand precise, trustworthy, and impactful communication—whether for clients, regulators, or internal stakeholders. Engage transforms raw insights into action-ready content:
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Investor & Board Reports: Generate polished market summaries and risk assessments.
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Client Updates: Produce timely, personalized insights for wealth and asset management clients.
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Regulatory Submissions: Draft structured, compliant documents grounded in verifiable data.
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Thought Leadership: Create whitepapers, newsletters, and insights that strengthen brand credibility.
Impact: Every communication—internal or external—is clear, accurate, and aligned with compliance requirements.
End-to-End Advantage
Faster Decision-Making
Accelerated research and compliance checks ensures right decisions.
Regulatory Confidence
Ensure auditability and defensibility of financial communications.
Immdediate
Client Trust
Deliver insights and reports that are accurate, and personalized.