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  • Deal Origination with AI

    Deal Origination with AI
    Author: Deft Consulting
    The application showcases how AI can enhance early-stage deal evaluation and support financial decision-making.
    Health Check Verified
  • AI-Enhanced Risk Management

    AI-Enhanced Risk Management
    Author: Deft Consulting
    AI-powered app that transforms KYC onboarding by enabling autonomous, end-to-end compliance workflows.
    Health Check Verified
  • Brokerage Fees with AI

    Brokerage Fees with AI
    Author: Deft Consulting
    An app for extracting contract details and comparing them to billing data and trade data to verify correct billing.
    Health Check Verified
  • Settlement Location Manager

    Settlement Location Manager
    Author: Deft Consulting
    App for tracking settlement locations with AI recommendations for addressing compliance issues and followup with brokers
    Health Check Verified
  • Client Onboarding with AI

    Client Onboarding with AI
    Author: Deft Consulting
    App that streamlines client onboarding by digitizing workflows, managing documents and leveraging AI to minimize errors.
    Health Check Verified
  • Performance Improvement Manager

    Performance Improvement Manager
    Author: Deft Consulting
    PIM allows businesses to pinpoint issues, best practices, set benchmarks, and enhance the performance of their assets.
    Cloud Approved, Health Check Verified
  • Regulatory Compliance and Reporting

    Regulatory Compliance and Reporting
    Author: Deft Consulting
    RCR helps financial firms monitor NFA compliance live by tracking flagged transactions and identifying risks.
    Health Check Verified
  • Fund Administration and Reconciliation

    Fund Administration and Reconciliation
    Author: Deft Consulting
    FAR streamlines fund reconciliation by automating transaction matching and exception handling across systems.
    Health Check Verified
  • US Import Tariff Tracker

    US Import Tariff Tracker
    Author: Deft Consulting
    Tool for financial institutions to stay current with trade policy changes and how they relate to FX exposure data.
    Health Check Verified
  • Fee and Expense Manager

    Fee and Expense Manager
    Author: Deft Consulting
    A tool that automates fee and expense management, streamlines approvals, and ensures regulatory compliance.
    Health Check Verified
  • Resume Management System (RMS)

    Resume Management System (RMS)
    Author: Deft Consulting
    Efficiently manage personnel resumes with a flexible and customizable solution
    Cloud Approved, Health Check Verified
  • Employee Skill Management (ESM)

    Employee Skill Management (ESM)
    Author: Deft Consulting
    Automate skill management process to provide awareness and ease internal decision making based on employees’ proficiency
    Cloud Approved, Health Check Verified
>
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