Intelligence Layer
ADI interconnects your data assets, and creates a single pane of glass for enterprise search and conversational AI. Find answers faster, automate the work that slows you down, and make smarter decisions with confidence.
The AI Operating System for Financial Markets
Automate high-impact operational tasks with AI
companies
Trusted By:
challenges
AI Remains Elusive for Most Organizations
Data & system fragmentation
Your data is stuck in disparate systems, precluding you from achieving cross-platform AI.
Unstructured data
The majority of your data is housed in documents, making them unwieldy when it comes to AI.
Data unification
Your data is not unified, meaning you do not have a 360 degree of your assets and relationships.
Skills and resources
Most organizations don't have the engineering or AI expertise to solve these challenges.
Data quality
Duplicate records, errant data and other quality issues hamper the effectiveness of AI.
Need to scale with AI
There is a constant need to do more with less. AI is one of the key answers.
clarity
Introducing the ADI Platform
We provide intelligent automation solutions for financial institutions, streamlining complex processes, reducing operational risk, and unlocking new efficiencies. Stop wrestling with manual and disjointed workflows.
Our AI-powered platform helps you automate repetitive, high-impact workflows so that your teams can spend more time on your business, not the mundane.
What Differentiates ADI Is
Its platform approach to solving your data challenges first, helping you create an AI-ready data foundation.
Once you have a connected and high quality data estate, ADI comes pre-packaged with the tools to build generative and agentic AI solutions.
Automation Layer
ADI builds intelligent, task-driven AI agents that automate low-risk, high impact functions. We simplify complex financial workflows so your teams can focus on what really matters.
Data Layer
ADI differentiates by helping you build an AI-ready data layer across your structured and unstructured data sources. This includes semantic profiles, prompt libraries, model tuning and other techniques to optimize your data for AI.
Product features
Built for The Complexity of Financial Data
Tuned Models
ADI comes pre-packaged with models tuned on the financial corpus.
Unify information
Bring together emails, documents, CRMs, and spreadsheets — all in one place.
Workflow automation
Trigger alerts, updates, and reports — without the manual effort.
Smart organization
Automatically tag and classify data so it’s easy to find, use, and manage.
Data matching
Merge duplicate or fragmented records into a single, trusted view.
Entity graph
See how people, companies, and assets relate — in one clear picture.
Plug In. Power Up.
Connect everything you already use
Integrate with your documents, emails, CRMs, spreadsheets, and systems — no code, no complexity. Just results.
Google
Amazon
Azure
Google
Amazon
Azure
Google
Amazon
Azure
Facebook
LinkedIn
Snapchat
Addepar
Envestnet
Archway
Dynamics
Addepar
Envestnet
Archway
Dynamics
Addepar
Envestnet
Archway
Dynamics
Addepar
Envestnet
Archway
Dynamics
Postgres
MySQL
Microsoft
Postgres
MySQL
Microsoft
Postgres
MySQL
Microsoft
Postgres
MySQL
Microsoft
Outlook
Gmail
SharePoint
Excel
Outlook
Gmail
SharePoint
Excel
Outlook
Gmail
SharePoint
Excel
Outlook
Gmail
SharePoint
Excel
Databricks
Snowflake
Synapse
Databricks
Snowflake
Synapse
Databricks
Snowflake
Synapse
Databricks
Snowflake
Synapse
Redshift
Oracle
BigQuery
mongoDB
Redshift
Oracle
BigQuery
mongoDB
Redshift
Oracle
BigQuery
mongoDB
Redshift
Oracle
BigQuery
mongoDB
Case Study
Enterprise Intelligence & Chat
Deployed an AI-driven enterprise intelligence platform to unify their data estate, power portfolio monitoring, and enable the team to interact with their data using natural language.
Challenge
The SFO struggled with data management and reporting. A multiplicity of files and feeds from fund administrators, GPs, LPs and 3rd party data feeds were unmanageable due to inconsistent formats and identifiers.The team was constantly working in Excel or other applications to create a unified and accurate view of their portfolio and business operations, and struggled with data quality issues.
Solution
The ADI platform integrated the SFOs data sources, and created a unified, high quality view of every asset, entity and data element they cared about.ADI created a single pane of glass for viewing their data estate, generating reports and eliciting actionable insights. The platform also enabled everyone to quickly find the information, and leverage conversational AI to ask questions of their data.
Impact
95%
fewer data quality issues
80%
reduction in manual data preparation time
Eliminated
rekeying of data
flexibility
Every Organization Is Different
That’s why ADI is built for flexibility. From on-premise to fully managed cloud, we tailor each deployment to your technical, data, and security requirements—so your AI operates exactly where and how you need it to.
Explore All Solutions
Enterprise Search is now available
Agentic AI for Financial Services
Automated Data connects your documents, emails, CRMs, and systems into one intelligent platform — so you can find answers faster, automate the work that slows you down, and make smarter decisions with confidence.
Automate high-impact operational tasks with Agentic AI.
CLARITY
See the Full Picture
Bring together insights from across emails, documents, and applications — all in one connected view.
Surface hidden insights
Uncover patterns and relationships buried across disconnected sources.
Centralize critical intelligence
Bring all your essential information into one unified, searchable view.
SPEED
Ask Questions. Get Answers.
Your team can ask questions in plain language and get clear, instant answers — without needing a data expert.
3.2X
Improvement in research and prep time
90%
Faster access to the right information
EFFICIENCY
Automate with Confidence
Reliable, connected data powers agent-driven workflows — helping your team cut manual work and move faster.
Automate complex workflows
Streamline multi-step processes — from intake to reporting — and reduce prep by over 3 times.
Eliminate bottlenecks
Eliminate repetitive tasks in the front, middle, and back office — so teams can focus on higher-value work.
Get started
How Automated Data works
01
Connect your data
Bring together emails, documents, CRMs, spreadsheets, and systems — no code, no hassle.
02
Unify and organize
Clean, match, and classify your data into a single source of truth — instantly searchable and ready to use.
03
Take action
Ask questions, trigger workflows, and uncover insights — all from one intelligent platform.
Blog
Browse our resources
Explore ideas, insights, and practical guides on data, decision-making, and the future of enterprise intelligence.
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