Question: Is there a service that integrates with existing systems to support specific business needs in the financial services industry?

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AlphaWatch

For connecting AI-powered tools to legacy systems to meet specific business needs in the financial services industry, AlphaWatch stands out. The system combines human oversight with AI to offer precise workflows and decision support. It can be easily integrated with existing systems and offers features like multi-step validation and human-in-the-loop automation for maximum effectiveness among institutional investors and financial services companies.

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Osfin

Another top platform is Osfin, which automates financial processes like reconciliation, invoice processing, and payouts. With more than 30 integrations, Osfin offers real-time visibility into cash flows and simplifies financial processes to improve efficiency and reduce errors. The platform is well-suited for financial services companies seeking to minimize the time and effort spent on financial tasks.

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FinanceGPT

FinanceGPT offers advanced generative AI tools for financial decision-making, including real-time data aggregation and customizable forecasting. It includes a suite of 14 financial analysis tools, making it a good fit for investors, financial managers and accountants who need insights based on advanced analytics and expert knowledge.

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HighRadius

Last, HighRadius is an autonomous finance platform that automates a range of financial processes, using AI for automation and productivity improvements in Order-to-Cash, Treasury and Accounts Payable. It integrates with multiple ERPs and third-party systems, offering a seamless flow of data and reducing IT reliance, which can lead to a significant improvement in working capital and productivity.

Additional AI Projects

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C3 AI

Access a broad range of pre-built, enterprise-scale AI applications across industries, accelerating digital transformation and delivering results in weeks.

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Ocrolus

Converts unstructured financial documents into actionable data with industry-leading accuracy, enabling faster and more accurate decision-making.

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Novo AI

Automates claims processing, extracts relevant data from documents, and optimizes pricing strategies, freeing up staff to focus on higher-value tasks and improving customer satisfaction.

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Software AG

Connect and integrate applications, services, and data with prebuilt connectors and automate workflows through a simple drag-and-drop interface.

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Finpilot

Automates financial analysis workflows, providing direct answers to questions, simplifying data analysis, and visualizing trends, all linked to source documents for verification.

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Intapp

Automates deal management, compliance, and time capture, and provides AI-driven insights, recommendations, and content generation to boost productivity and growth.

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Automation Anywhere

Combines AI, automation, and RPA to create custom agentic automations, speeding up the automation lifecycle and optimizing processes across multiple systems.

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Genpact

Combines AI, automation, and cloud services to inform decision-making and optimize operations, driving transformative outcomes for clients across various industries.

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AlphaSense

Surfaces critical insights from millions of research documents, automating manual research and eliminating blind spots for informed decision-making.

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Binocs

Extracts financial information from documents, providing normalized data for analysis, and automates loan management tasks to increase operational efficiency and reduce risk.

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FinChat

Combines institutional-quality financial data with advanced analytics and conversational AI to accelerate investment research, providing consistent rigor and detail.

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Glia

Combines human and AI capabilities to create a seamless customer experience, integrating messaging, video, voice, CoBrowsing, and virtual assistants in a unified platform.

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Leania

Optimizes operations, ensures compliance, and improves customer service by delivering personalized, compatible, and compliant AI solutions for small financial services companies.

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Sage

Automate routine tasks, gain real-time business insights, and make informed decisions with AI-driven finance solutions tailored to your business needs.

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ABBYY

Automates document-based processes with 90%+ recognition accuracy, extracting insights from any document to inform real-time business decisions.

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ArkiFi

Automates finance workflow tasks, eliminating manual errors and freeing professionals to focus on strategic, high-level thinking and innovation.

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Alteryx

Automates workflows, delivers self-service insights, and aligns data analysis with strategic business outcomes, empowering enterprise analytics for all users and roles.

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OpenText

Infuse AI into work processes to modernize operations, boost productivity, and enhance customer experience across IT, DevOps, cybersecurity, and more.

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Infer

Predictive AI technology integrates with existing workflows to optimize key performance indicators, spotting underperforming metrics and driving data-driven decisions.

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Avanzai

Automate middle office workflows with AI agents that generate real-time insights and risk alerts, and take actions to maintain balanced and compliant portfolios.