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What is Endex?
Leverage an AI agent specifically engineered for the financial services sector. This platform optimizes common team workflows by automating high-frequency analytical tasks. It intelligently breaks down complex assignments into customizable, traceable plans, effectively managing the analytical legwork at scale.
Gain comprehensive insights by unifying internal files, external data feeds, and trusted sources into a single, searchable plane. This ensures every analysis is thorough and well-informed. The system accelerates time-to-value by formatting findings into tailor-made, presentation-ready deliverables, including PowerPoints, documents, charts, and spreadsheets. It utilizes custom-built large language models (LLMs) trained to understand the nuances of financial concepts and documents, ensuring accuracy and relevance. Integrated citations provide full traceability by linking outputs back to their underlying sources.
Features
- Autonomous Task Automation: Breaks down tasks into customizable plans with traceable steps for analytical legwork.
- Unified Data Reasoning: Consolidates internal files, external data, and trusted sources into a single searchable plane.
- Presentation-Ready Outputs: Generates tailor-made deliverables like PowerPoints, documents, charts, and spreadsheets.
- Finance-Specific LLMs: Utilizes custom-built models trained on financial concepts and documents.
- Integrated Citations: Augments outputs with attribution to underlying sources for traceability.
- Data Integration: Connects with internal and external financial data providers.
- Scalable AI Workforce: Launches multiple tasks that continue working in the background.
- Enterprise-Grade Security: Employs AES-256 and TLS 1.2/1.3 encryption for data protection.
Use Cases
- Automating high-frequency analytical tasks in financial services.
- Conducting comprehensive analysis using unified internal and external data.
- Accelerating the creation of financial reports and presentations.
- Delegating analytical legwork to an AI agent.
- Scaling financial analysis capabilities without proportional workforce increase.
- Enhancing the quality and consistency of financial outputs.
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