A.I. Agents for Financial Workflows

Ryan TerpstraFounder & CEOSelerity

@ryanterpstra | @selerity

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SelerityA.I. for Financial Workflow Automation

Real-time Data for Automated Investing &

Surveillance

Intelligent Agents for Automating Capital Market

Workflows

Contextual Search & Recommendation for

Platform Personalization

Unstructured Data Selerity A.I. Contextual Signals

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Selerity Sits at the Convergence of Several Key Trends

MESSAGING AS A

PLATFORMA.I. BOTS &

AGENTSCONTEXTUAL

SEARCH & PERSONALIZATION

AUTOMATIONvia NEW

MACHINE CAPABILITIES

Selerity Context Platform

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UNSTRUCTURED DATA INPUTS

Chat & E-CommsPublic Content & SocialProprietary & 3rd Party Client Content

CONTEXTUAL SEARCH, RECOMMENDATION, PERSONALIZATION

INFRASTRUCTURE

Large-scale, Real-time Infrastructure

Deployed Selerity Private Context Engine for Sensitive Chat Processing

Semantic Content Analytics Real-time Stream Clustering Intent Extraction & Disambiguation

New!

New!New!

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Relevant Problems & Opportunities in Capital Markets

Personalized PushLow barriers to publishing combined with big data creating unmanageable amounts of information for financial professionals. Users demanding personalized push and machine curation.

Utilization of Proprietary and Differentiated Content Flows Clients looking to increase ROI on proprietary and licensed content while taking advantage of “siloed” information flows to drive differentiation. Search for alternative content and data continues.

Remaining Relevant with Clients in Low-touch WorldAs the number of clients per sell-side front office professional increases, and more asset classes go electronic, there is an increasing need to use technology to service clients in a personalized, scalable way.

In-the-Moment Information Asymmetry Real-time content flows and breaking news create information advantages and disadvantages.

Our Evolution from App to Agent

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Selerity Context App

Selerity Context Agents

Qua

lity

Requ

irem

ent

Low

High

Degree of Workflow Integration (Capital Markets)

HighLow

Mobile & Desktop

Notifications

Desktop App

Open Web

Agents / Bots

The Power of Symphony Messaging and Agents

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Email

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Demos

Personalization Mode Research Assistant Agent

Trending MicrotopicsTwitter Integration

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Q&A