Auquan: Generative AI for Financial Services Workflows

An Intellyx Brain Candy Brief

Auquan uses an enhanced retrieval augmented generation (RAG) process to improve the quality and applicability of conversational AI for common financial services workflows. 

Auquan improves the quality of generative AI results – both summaries and chats — by improving the data and setting the appropriate context for large language models (LLMs) tailored for the workflows. 

The Auquan tooling embeds the models with the data, curates the generated vector model, and maps it to an industry specific domain model for context. 

The AI models are tailored for financial services workflows such as identifying sales leads, analyzing investment decisions, politically exposed person (PEP) screening, sanctions screening, environmental, social and governance (ESG) risks, and responding to lawsuits and fines. 

Auquan ingests data from multiple external sources and combines it with internal data sources as input to the AI engine to generate summary reports, dashboards, and support interactive chat prompts.  

Copyright © Intellyx BV. Intellyx is an industry analysis and advisory firm focused on enterprise digital transformation. Covering every angle of enterprise IT from mainframes to artificial intelligence, our broad focus across technologies allows business executives and IT professionals to connect the dots among disruptive trends. None of the organizations mentioned in this article is an Intellyx customer. No AI was used to produce this article. To be considered for a Brain Candy article, email us at pr@intellyx.com.

 

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