GenAI for financial services: Generative AI solutions for asset managers & private markets

Experience the transformative power of artificial intelligence

Generative AI – headlined by ChatGPT – is hot. While these public playgrounds have proven quite useful in generating content, the risks associated with putting proprietary information into public generative AI tools are real.

At Linedata, we’ve helped firms leverage AI to streamline operations for several years – well before ChatGPT burst on the scene. Our Analytics Service offering has purpose-built private large language models (LLMs) for a range of financial services use cases. Our "Linedata GPT" offering includes back-office chatbots, document summarization, reconciliation, and enhanced compliance.

We’ve based our generative AI solutions on decades of operations and managed services experience with hedge funds, private equity and credit, and traditional asset managers. Our focus is applicability, accuracy, and efficiency – helping you solve real-world problems with the latest AI technology.

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Linedata's reconciliation solution, powered by AI
Learn how our people, processes, and AI/ML-enabled technology provide the best asset management reconciliation,
trade reconciliation, and securities reconciliation solutions for your business.

Explore the benefits of having your own
custom-built generative AI application, from Linedata

Data security and confidentiality

Maintain full confidentiality, data protection, and cybersecurity in a dedicated instance in your choice of public cloud, private cloud, Linedata private hosting, or traditional on-premise. The final tuned generative AI model becomes your IP, forever. And you don’t have to worry about your ‘secret sauce’ leaking to the outside world.

AI insights, not hallucinations

Unlike generalist AI vendors, our buy-side focused generative AI solutions are pre-designed to do the work your business requires. We further customize our LLMs during consultation and onboarding, then tune them on your dataset. You benefit from explainability via contextual source information, with built-in guardrails to avoid model hallucinations.

Proof of value with low upfront cost

Start your private generative AI journey without investing in hardware or software or adding headcount. We provide the necessary technology expertise, deep operational know-how, and data integration to get you started. Our step-by-step, consultative approach means you see value quickly and can scale (or not) depending on your needs.

Intelligent alpha – Advanced AI’s impact on alternative asset management

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Tailored solutions from buyside and AI experts

Cognitive Investment Data Management

Artificial Intelligence including generative AI is transforming investment data management and insight development. Our Cognitive Investment Data Management Service delivers major gains in scale and efficiency with AI-powered data collection, process standardization, customized delivery templates, and guaranteed quality and reliability.

Our AI/ML engine contextually extracts relevant information from financial and contractual documents, which is then validated by our analysts. Focus on investment decision making, financial performance, and investor relations while letting us manage the extraction process so you can consume public and private data in standard templates. Our on-demand offering includes deal diligence, portfolio credits monitoring, and IPO diligences, and we also offer customized solutions.

Enhanced Compliance and Due Diligence

Streamline compliance processes and enhance due diligence with the scalability and accuracy that only AI can provide. We’ll train and tune your private LLM using your underlying client agreements, regulatory and portfolio mandates, and investment controls. It will understand your specific requirements and integrate with your compliance system to support breach management (including alerts, warnings, and violations).

With compliance teams pressed for time, our solution helps them cut through the tedium of manual controls to identify and address problems faster and more accurately. The generative AI tool can automatically draft, or update compliance rules based on new mandates and revised regulations. It includes the ability to query: “What rules or clients are impacted by this change?”

Internal Chatbot / Q&A

Enhance operational efficiency across your organization with your own internal chatbot. We’ll implement your private LLM and train it your firm’s structured or semi-structured data. Your users will save time and increase proficiency and accuracy at a broad range of day-to-day research and administrative activities and tasks. You can add the chatbot to existing reports and dashboards, making it easier to access information and get answers to questions.

Conduct natural language-based queries across your enterprise data. Query large pieces of text including compliance documents, bespoke client agreements, credit and debt covenants, and more. We’ll manage the setup and data integration process, and you’ll maintain full data control, privacy, and protection. We also offer customized cloud and data warehousing solutions, if required

Document Summarization

No more needing to manually read massive, complex documents in their entirety to extract scattered bits of relevant information. Our private generative AI models summarize large text documents in a concise, standardized format for a range of purposes, such as client and investment memos. We’ll train and tune your LLM to your specific requirements and business complexities, such as private credit, CLO, private equity, and more.

We can provide customized LLM integration with your document repositories and third-party data subscriptions and newsfeeds, enabling you to create proprietary, formatted summaries of structured and unstructured data and documents. Save time and overhead, supercharge your data collection and storage strategy, and get fast, accurate support for third-party information requests and DDQs.