Asset Management

Increase the value of a portfolio by achieving complete data governance.
Unlock the ability to assess insights across an entire portfolio and gain the confidence that all assets comply with data regulatory requirements with the synergy of our Gen AI and SLM solutions.

Use case:

Asset Management firms create and utilize various data types, from external market reports and news feeds to internal performance reports on assets. Beyond insights, there is the challenge of broader data governance across individual assets, ensuring data integrity, accuracy and compliance.

Diversified Data Types:
  • PDFs, CSV, DOC, PNG, MP3, MP4 and more
  • Across multiple languages, systems, internal and external
  • Unstructured, Semi-Structured and Structured data types
  • Legacy data and newly created

Whether it be a stakeholder call recording, market insight report or customer interaction survey - there’s raw data that can be retrieved, standardized, enriched and served to data management software stacks for assessment.

The Client Challenge: business performance reporting

Every asset within a client portfolio had different business performance data sources and data management methods. Retrieving numerous data types across multiple systems in various languages created a roadblock to accessing portfolio-wide insights inside centralized data management systems.

Rapid Integration of EmergeGen's SLMs

The EmergeGen solution is more streamlined than traditional models, with fewer parameters and simpler designs. We require less data and training time—think minutes or a few hours, as opposed to days for LLMs.For this Asset Management firm removing the need for extensive training data enabled them to rapidly deploy the solution.

  • Enhanced Business Performance Reporting:
    Centralized data and reporting across an entire portfolio of assets
  • Deployment of EmergeGen:
    Our solution analyzes all types of data at scale and on demand. Data is automatically retrieved, standardized and enriched with rules, asset classes, ID’s and intelligence.

The result

All performance data created across the portfolio is automatically retrieved, prepared into standardized data, intelligently enriched and served into data management tools - enabling complete business performance insight across all incoming data types.

The new generation of data management:

Highly Accurate Data Categorization

We enable more accurate data categorization and richer insights, crucial for effective data driven decision making.

Zero-Shot Learning Capabilities

Allowing for rapid deployment and adaptability across various types of data and industries, reducing the need for extensive training data and accelerating time to insight.

Seamless Data Governance

EmergeGen seamlessly integrates with all data governance and data management software stacks - serving enriched data onwards without the need for new tools.

Audio Data Processing:

Opening up new data sources for analysis, including customer service calls, meetings and presentations, offering a more holistic view of the data landscape.

User-Friendly Interface

An accessible and easy to use interface allows for a broader range of stakeholders to leverage data driven insights.

Enhanced Business Insight Extraction

We go beyond processing and organizing unstructured data, enriching and transforming data into actionable insights - driving strategic decision making and opening up competitive advantages.

Flexible and Scalable Architecture

As your organization grows and data volumes increase, our solution will continue to provide optimal performance without compromising on speed or accuracy.

Additional Use Cases:

We bridge the gap between the raw data your business creates and the intelligent information your data management systems need to enable complete data governance and regulatory compliance.

Data Insights:

From internal and external sources, such as market feeds, financial reports, asset performance, trend analysis and evaluation of investment opportunities.

Data Governance:

Data accuracy by removing inconsistencies and errors, whilst enhancing the quality of asset data. Implementation of policies and procedures to ensure data integrity, security and compliance with regulatory standards.

Portfolio Management & Reporting:

Organizing and tracking asset portfolios with access to all data types inside existing data management systems. Increasing reporting capabilities and insights derived from increased data access.

Risk Assessment:

Employing data analytics to assess and mitigate investment risks, ensuring alignment with client objectives and regulatory requirements.

EmergeGen - our key differentiators

EmergeGen’s advanced AI capabilities, seamless data governance integration, adaptability, comprehensive data processing (including audio), and user-friendly design elevate it from its competitors, as seen below.

Amazon AWS
Azure
EmergeGen
Feature Category
Data Extraction
YES - Amazon Textract handles complex, multi-format documents, including PDFs with varied data elements. Their services offer extensive data extraction capabilities like form analysis, table extraction, and handwriting recognition. Their Document Understanding Solution extracts text and creates smart search indexes.
YES -  Azure has a range of pretrained models for common document types like tax forms, receipts, invoices, and identity document and Custom Model Capabilities.
YES - EmergeGen takes data extraction to the next level and offers greater data integrity and compliance - leveraging sophisticated language models and quantum reference learning to move beyond what typical OCR and Layout analysis can offer.  Unlike other models, we have the capabilities to transcribe audio data, extract key points, and map these to metadata.
Search and Retrieve
YES - We can retrieve all types of unstructured data such as - PDF, PNG, MP4, MP3, CSV, DOC and more - we work across multiple systems, internally and externally, removing the burden of time-consuming, or even impossible, manual search and retrieval.
Standardize
YES - We can retrieve all types of unstructured data such as - PDF, PNG, MP4, MP3, CSV, DOC and more - we work across multiple systems, internally and externally, removing the burden of time-consuming, or even impossible, manual search and retrieval.
Enrich
YES - We can retrieve all types of unstructured data such as - PDF, PNG, MP4, MP3, CSV, DOC and more - we work across multiple systems, internally and externally, removing the burden of time-consuming, or even impossible, manual search and retrieval.
Serve
YES - We can retrieve all types of unstructured data such as - PDF, PNG, MP4, MP3, CSV, DOC and more - we work across multiple systems, internally and externally, removing the burden of time-consuming, or even impossible, manual search and retrieval.

We’re Collibra’s Data Integration Partner

Collibra is one of the world's leading data intelligence platforms. They’ve partnered with EmergeGen to support Collibra users in preparing unstructured data for use within their platform.

Unleash the power of your data: rapidly standardize, categorize and enrich all data and serve it into your data intelligence platforms to enable analysis at scale - gain market advantage, drive customer experience and improve business compliance.

EmergeGen AI: a new generation of data governance.