A.I. Agents for Financial Workflows - Selerity
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Transcript of A.I. Agents for Financial Workflows - Selerity
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A.I. Agents for Financial Workflows
Ryan TerpstraFounder & CEOSelerity
@ryanterpstra | @selerity
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SelerityA.I. for Financial Workflow Automation
Real-time Data for Automated Investing &
Surveillance
Intelligent Agents for Automating Capital Market
Workflows
Contextual Search & Recommendation for
Platform Personalization
Unstructured Data Selerity A.I. Contextual Signals
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Selerity Sits at the Convergence of Several Key Trends
MESSAGING AS A
PLATFORMA.I. BOTS &
AGENTSCONTEXTUAL
SEARCH & PERSONALIZATION
AUTOMATIONvia NEW
MACHINE CAPABILITIES
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Selerity Context Platform
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UNSTRUCTURED DATA INPUTS
Chat & E-CommsPublic Content & SocialProprietary & 3rd Party Client Content
CONTEXTUAL SEARCH, RECOMMENDATION, PERSONALIZATION
INFRASTRUCTURE
Large-scale, Real-time Infrastructure
Deployed Selerity Private Context Engine for Sensitive Chat Processing
Semantic Content Analytics Real-time Stream Clustering Intent Extraction & Disambiguation
New!
New!New!
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Relevant Problems & Opportunities in Capital Markets
Personalized PushLow barriers to publishing combined with big data creating unmanageable amounts of information for financial professionals. Users demanding personalized push and machine curation.
Utilization of Proprietary and Differentiated Content Flows Clients looking to increase ROI on proprietary and licensed content while taking advantage of “siloed” information flows to drive differentiation. Search for alternative content and data continues.
Remaining Relevant with Clients in Low-touch WorldAs the number of clients per sell-side front office professional increases, and more asset classes go electronic, there is an increasing need to use technology to service clients in a personalized, scalable way.
In-the-Moment Information Asymmetry Real-time content flows and breaking news create information advantages and disadvantages.
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Our Evolution from App to Agent
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Selerity Context App
Selerity Context Agents
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Qua
lity
Requ
irem
ent
Low
High
Degree of Workflow Integration (Capital Markets)
HighLow
Mobile & Desktop
Notifications
Desktop App
Open Web
Agents / Bots
The Power of Symphony Messaging and Agents
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Demos
Personalization Mode Research Assistant Agent
Trending MicrotopicsTwitter Integration
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Q&A