About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Briefs

Confluence Sets Out on AI Journey with Reconciliation Solution

Subscribe to our newsletter

Confluence Technologies, a technology solutions provider to the investment management industry, has announced the first development from its innovation lab that leverages AI technology to solve complex industry problems. Confluence Unity Rex applies large language models (LLMs) to solve reconciliation challenges from the SEC’s Tailored Shareholder Reports (TSR). It mines and pinpoints discrepancies in language and numeric information between financial reports and the TSR, delivering efficiency and cost savings in the reconciliation process.

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Navigating a Complex World: Best Data Practices in Sanctions Screening

As rising geopolitical uncertainty prompts an intensification in the complexity and volume of global economic and financial sanctions, banks and financial institutions are faced with a daunting set of new compliance challenges. The risk of inadvertently engaging with sanctioned securities has never been higher and the penalties for doing so are harsh. Traditional sanctions screening...

BLOG

Data Fabric vs. Data Mesh: 10 Companies Provisioning Modern Data Architectures for Enterprise AI

As institutions absorb ever greater volumes of data to meet their increasingly complex operational needs and those of regulators, they face a dilemma of how to store and distribute that critical information. Fragmented legacy systems have long been an impediment to the smooth management of data and now corralling multiple-cloud configurations can be added to...

EVENT

Eagle Alpha Alternative Data Conference, Spring, New York, hosted by A-Team Group

Now in its 9th year, the Eagle Alpha Alternative Data Conference managed by A-Team Group, is the premier content forum and networking event for investment firms and hedge funds.

GUIDE

The Global LEI System – A Solution for Entity Data?

The Global LEI System – or GLEIS – has been in development since the middle of last year. Development has been patchy at times, but much has been done, leaving fewer outstanding issues, but also raising new questions. What’s emerging is a structure for the GLEIS going forward, complete with a mechanism for registering and...