Investment Management

Overview

The Legentech Intelligent Investment Management Solution (AIIMS) represents a seamless platform designed to streamline the complexities of investment management processes from initial client engagement to continuous risk monitoring. Its cutting-edge integration capabilities ensure a technologically advanced experience. Integration with ChatGPT serves as a supportive tool for risk analysts throughout their risk management journey, offering timely assistance and insights. Through Docusign integration, AIIMS facilitates swift and secure document handling, significantly improving operational efficiency and compliance adherence. With its advanced NLP/NLU capabilities, AIIMS conducts in-depth analysis of data to pinpoint and evaluate risks, empowering decision-makers with invaluable insights for informed actions. Its AI-driven workflows automate tasks, alleviating manual burdens and reducing operational costs. Through harnessing the power of artificial intelligence, AIIMS consistently delivers intelligent outcomes, fine-tuning investment strategies and optimizing returns for clients with precision and reliability.

Features & Benefits




DocuSign:

Integrating DocuSign with Pega enhances document management and signature workflows, streamlining business processes. Key features include acquiring client sign-offs, capturing signatories, sending documents for eSign, and tracking status.



NLP:

Pega's NLP integration improves text analysis and automation for a smoother user experience. It uses key identifiers to automatically process tasks based on preset decision logic.




Gen-AI:

Integrating Gen-AI with Pega enhance conversational AI capabilities and overall user experience Evaluate a Gen AI engine (GPT) which can take a question and provide an output. This is similar to the way we use Chat GPT.



LinkedIn:

LinkedIn integration with Pega boosts social engagement, lead generation, and business processes. It includes NLP for monitoring brand conversations, analyzing product sentiment, and identifying areas for improvement.



DX API’s:

Using Decision Experience (DX) APIs to create cases in Pega allows for the integration of decision-making capabilities into case management processes.



Pulse:

User can create a task using the pega pulse and assign tasks to the user.




CLM/KYC:

We understand the importance of CLM/KYC for managing client relationships and regulatory compliance. With Pega, we automate client onboarding, simplifying data collection and ensuring adherence to regulations.

How it Works

Legentech investment solution management is a comprehensive corporate client onboarding solution tailored for the investment banking domain. The solution covers legal compliance, risk management, and client approval processes to streamline onboarding procedures and ensure regulatory adherence. It is a versatile platform built on the Pega Infinity low-code Platform which enables organizations to adapt to rapidly changing regulations and quality standards.