01 · INDUSTRIES / ASSET MANAGEMENT
Make research, fund documentation and reporting searchable, and back investment decisions faster. With RAG engineering we make your market and in-house knowledge instantly available, platform-agnostic and on-premise on request.
02 · CHALLENGES
Analyses, reports and call notes spread across drives, mailboxes and tools. Work that was already done cannot be found again.
Investment guidelines, restrictions and mandate terms are looked up manually, often under time pressure.
BaFin, MiFID II and MaRisk demand traceable, sourced decisions and complete documentation.
Portfolio management, research and sales work from different states of knowledge.
03 · SOLUTIONS
Combine RAG engineering and workflow automation for consistently sourceable processes.
Staff ask in natural language across internal research and market data and get sourced answers with references.
Learn moreInvestment guidelines, restrictions and mandate terms on demand, instead of searching the archive.
Learn moreQuarterly reports and factsheets prepared from sourced inputs, with a human reviewing and approving.
Learn more04 · COMPLIANCE & SECURITY
Full data protection compliance with EU data residency.
Traceable, auditable processes with sourced answers.
Sensitive market and mandate data stay in your infrastructure.
05 · IMPACT
Research and in-house knowledge are findable in seconds instead of scattered across drives.
Every answer comes with a reference, traceable for internal review and supervision.
Portfolio management, research and sales draw on the same state of knowledge.
Confidential market and mandate data never leave your environment.
In a free 30-minute call we look at your current research and document processes and show concrete starting points.