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A Centralized Data Warehouse where workflows are operated by AI Bots

Providing our clients full admin access to their Data Warehouses addresses all of their privacy concerns

A Centralized Data Warehouse where workflows are operated by AI Bots

Providing our clients full admin access to their Data Warehouses addresses all of their privacy concerns

A Centralized Data Warehouse where workflows are operated by AI Bots

Providing our clients full admin access to their Data Warehouses addresses all of their privacy concerns

A lot data exists in PDF only

At Collation.AI our first preference is to get your data (Bankable Assets, Alternative Investments etc.) via an API or a direct datafeed connection from your source providers (Custodian Banks, Brokers, Managers and etc.) Unfortunately though a large number of source providers (especially in Europe, Middle East, Asia) are not yet able to provide your data via APIs or datafeed connections, hence they can only provide their regular monthly statements in PDF or paper format.

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Data extraction from PDFs by using AI models

This really helps our clients with data backfills and other similar tasks

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Data extraction from PDFs by using AI models

This really helps our clients with data backfills and other similar tasks

Formats vary widely and so far were hard to handle programmatically

Alternative Investments PDFs tend to be 'Fluid' meaning format keeps changing regularly, and there seems to be no standards within the managers that provide this type of data.

Banks statements have very complex tables

Bankable Assets data provided by Custodian Banks tend to have more standardisation compared to Alternative Investments data. However, they still have complex structures such as multilayer column headers, each row being a different field, page breaks etc.

How do we Solve?

Solution

Iterative process of blending Prompt Engineering, Optimized AI models & Time Series analysis

Generative AI overcomes these issues and solves the problems.

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Data extraction from PDFs by using AI models

This really helps our clients with data backfills and other similar tasks

gradient
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Data extraction from PDFs by using AI models

This really helps our clients with data backfills and other similar tasks

Pain Points

A lot data exists in PDF only

At Collation.AI our first preference is to get your data (Bankable Assets, Alternative Investments etc.) via an API or a direct datafeed connection from your source providers (Custodian Banks, Brokers, Managers and etc.) Unfortunately though a large number of source providers (especially in Europe, Middle East, Asia) are not yet able to provide your data via APIs or datafeed connections, hence they can only provide their regular monthly statements in PDF or paper format.

How do we Solve?

Formats vary widely and so far were hard to handle programmatically

Alternative Investments PDFs tend to be 'Fluid' meaning format keeps changing regularly, and there seems to be no standards within the managers that provide this type of data.

Banks statements have very complex tables

Bankable Assets data provided by Custodian Banks tend to have more standardisation compared to Alternative Investments data. However, they still have complex structures such as multilayer column headers, each row being a different field, page breaks etc.

Solution

Iterative process of blending Prompt Engineering, Optimized AI models & Time Series analysis

Generative AI overcomes these issues and solves the problems.

Contact Us

Let's explore what we can do for you

Let's explore what we can do for you

Get in touch

We’re always here to help.

United States

263 Tresser Blvd Floor 9, Stamford, CT 06901 United States

© 2023 Collation.AI All Rights Reserved

© 2023 Collation.AI All Rights Reserved

© 2023 Collation.AI All Rights Reserved