Kamba AI Data Analyst

The Kamba AI Data Analyst is an intelligent, agentic system that automates complex data workflows for financial professionals. Embedded securely within Symphony’s communication platform, it acts as a virtual teammate that discovers, connects, analyzes, and generates actionable insights from structured and unstructured data sources—instantly.

Benefits

• Empower teams with 24/7 access to a highly skilled digital analyst
• Save time with instant data discovery, analysis, and management
• Enhance decision-making generating detailed reports in real-time using all connected data sources
• Reduce costs by identifying underperforming or redundant datasets
• Improve collaboration with compliant, traceable, and secure communications and data workflows

Key Features

• Natural Language Search: Query any dataset, catalog, or internal data lake with plain English prompts
• Smart Reporting: Automatically generate NAV summaries, strategy reports, and compliance views
• Strategy Generation: Generate trading strategies tailored to risk, asset class, and signals. Useful for idea generation, rebalancing, and alpha testing
• Instant Backtesting: Test datasets and validate strategies with real data across custom portfolios
• Data Quality Reports (DQR): Validate completeness, lineage, and anomalies with a single prompt
• ALERTS: Scheduled or triggered dynamically by real-time data changes, notifications to monitor strategy performance, detect anomalies, forecast risks, and identify emerging opportunities.
• System Customization: Tailor prompts, strategies, workflows, and outputs based on team needs
• Secure Symphony Integration: Fully embedded in Symphony’s UI, ready for 500,000+ users with no onboarding required

Use Cases

• Investment Strategy Generation: Prompt the Analyst to create or simulate trading strategies tailored to risk, asset class, and signals. Useful for idea generation, rebalancing, and alpha testing
• Instant Backtesting: Backtest datasets or signals in seconds instead of months—validates value before investing in new data
• Due Diligence Support: Run customizable DQRs and streamline vendor evaluation, compliance reviews, and contracting directly within the platform

Get Started

The Kamba Analyst is live and ready for your team. It’s fully secure, already embedded in your workflow, and designed to help financial professionals do more with less friction.