Private Context Engine

A Natural Language Processing (NLP) engine that analyzes digital communication in real-time to help sell-side professionals uncover new revenue opportunities, use less balance sheet, and comply with regulations.

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How It Works

Automated extraction of data from chat and email

Data Extraction
Intelligently extracts instruments, trades, subjects, & financial concepts from chat & e-mail.

Analytics & Insights
Automated insights generated from extracted data (intelligent trade matching, missed opportunities, client trends).

automated extraction

PCE Analytics

Actionable insights from your private data.

Trade Opportunities

A daily report listing all instances in which a client inquired about something but no trade was done.

Trade Opportunities
CRM Auto-population

CRM Auto-population

Automatically extract clients’ interests from emails and chat transcripts that can be added to contacts in a CRM.

Client Trend Analysis

A daily report or dashboard showing the most inquired-about sectors, bonds, topics, etc. ranked by frequency of mention.

Client Trend Analysis
intelligent trade matching image

intelligent Trade Matching

The user enters a proposed trade or financial product and the system returns a ranked list of clients who previously expressed interest in their communications with the user's firm.

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