Smart Search
1. Smart Search
Pain Points Solved
- Analysts waste hours searching across siloed systems and vendor sites.
- Keyword search misses relevant datasets hidden in unstructured sources.
- Firms spend weeks on vendor outreach before confirming data relevance.
- Difficulty connecting insights to actionable vendor discussions.
User Input
- Investment thesis, problem statement, or data idea (e.g., “What datasets could explain shifts in semiconductor demand?”).
- Optional filters such as timeframe, sources (internal data lake, Snowflake, S3, PDFs, vendor feeds), and desired output format.
AI Actions
- Query across all connected data sources—internal and external—without keyword limits.
- Interpret natural-language prompts, uncover relevant datasets, and explain context in detail.
- Highlight which datasets address the thesis/problem and why, including source lineage and caveats.
- Provide direct point-to-point connections with vendors for deeper exploration or trials.
Why This Is Revolutionary
- No More Word Search: Move beyond keywords to prompting with ideas, theses, or investment questions.
- Step One in Sourcing: Kick-off the procurement process by finding the right data faster.
- Time Saved: Eliminate hours of fruitless vendor site visits or exploratory calls.
- Direct to Vendor: Instantly connect with suppliers once relevant data is identified.
Data Quality
2. Data Quality Audits
Pain Points Solved
- Manual quality checks are inconsistent and time-consuming.
- Firms struggle to compare vendors objectively.
- Compliance audits require repetitive, manual documentation.
- Onboarding stalls due to lack of standardized evaluation.
User Input
- Vendor name or domain
- Sample dataset or data dictionary
- Coverage expectations
AI Actions
- Run automated DQR (Data Quality Report)
- Benchmark vendor coverage and highlight anomalies
- Document compliance-ready reports
- Compare vendors side-by-side
Why This Is Revolutionary
- Standardized Evaluation: Replace manual reviews with automated workflows.
- Faster Procurement: Reduce vendor onboarding time drastically.
- Compliance-Ready: Generate audit documentation automatically.
- Compare at Scale: Evaluate multiple vendors with consistent metrics.
Backtesting
3. Instant Backtesting
Pain Points Solved
- Backtests require engineering resources and custom coding.
- Analysts wait days or weeks for validation results.
- Hard to compare multiple datasets/strategies side-by-side.
- Results are often opaque with little explanation.
User Input
- Test Strategy A across the last 3 years
- Compare Dataset X vs. Dataset Y on signal strength
- Visualize alpha decay or Sharpe changes over time
AI Actions
- Select timeframes, benchmarks, and parameters
- Build and execute backtest logic
- Visualize returns, drawdowns, signal decay, and more
- Explain results in plain language
Why This Is Revolutionary
- Instant Backtesting: Validate signals or datasets in seconds—no coding required.
- Compare Alternatives: Evaluate multiple datasets or strategies at once.
- Explain the 'Why': Understand logic behind results, not just output.
- Visual + Narrative Output: Get clear charts and explanations together.
Procurement
4. Procurement Support
Pain Points Solved
- Procurement cycles stretch for months with fragmented communication.
- Buyers and vendors lack visibility into process status and missing requirements.
- Manual paperwork and contract handling create bottlenecks and errors.
- Policies are inconsistently enforced, exposing firms to compliance risk.
User Input
- Vendors of interest, use case, data needs, budget, and contractual constraints.
- Risk/compliance requirements (PII, residency, usage rights) and desired timelines.
- Custom firm-specific policies, forms, and templates.
AI Actions
- Act as a two-sided assistant connecting buyers and vendors directly, facilitating secure conversations and progress updates.
- Message both sides with status (missing documentation, next steps, completed tasks, policy exceptions).
- Provide pre-formatted forms for vendors to complete and return; validate submissions against firm policy.
- Customize procurement agents to firm requirements: workflows, compliance checks, escalation rules.
- Generate diligence checklists, RFPs/RFIs, POCs, and ROI scenarios seamlessly.
Why This Is Revolutionary
- AI as Assistant: A true digital procurement partner, guiding both sides step-by-step.
- Two-Sided Messaging: Vendors and buyers are always in sync with status updates.
- Policy Enforcement: AI flags missing docs, out-of-policy terms, or incomplete submissions instantly.
- Customization: Every firm can tailor workflows, forms, and logic to match internal processes.
Data Insights
5. Data Insights & Business Answers
Pain Points Solved
- Analysts spend hours stitching together answers from multiple data sources.
- Key business questions often span both structured and unstructured data.
- Metrics are not standardized, leading to inconsistent answers.
- Stakeholders lack quick, trusted insights during decision-making.
User Input
- “What’s the current multiple for NVIDIA?”
- “How much liquidity does Fund X have, and when is the next redemption window?”
AI Actions
- Identify key financial concepts
- Search structured (e.g. Snowflake) and unstructured (e.g. PDFs) sources
- Apply business logic and interpretation rules
- Return synthesized, calculated response
Why This Is Revolutionary
- Query Any Source: Ask natural language questions across data lakes.
- Contextual Understanding: Recognize business intent and deliver precise answers.
- Metric Calculation On-the-Fly: Combine data and compute custom metrics instantly.
- One Interface: Eliminate data digging and siloed workflows.
Reporting
6. Executive Reporting
Pain Points Solved
- Reporting teams spend days consolidating and formatting spreadsheets.
- Executives and regulators need fast, reliable updates.
- Manual reporting introduces risk of human error and version conflicts.
- Lack of audit trails creates compliance exposure.
User Input
- Report type (e.g. NAV, compliance summary)
- Portfolio, timeframe, audience
AI Actions
- Generate report using templates
- Format for internal or external use
- Schedule delivery or automate distribution
- Preserve audit trail and versioning
Why This Is Revolutionary
- No More Manual Reporting: Eliminate spreadsheet workflows.
- Instant Distribution: Deliver to executives or regulators with one click.
- Template-Based Output: Ensure formatting and language consistency.
- Fully Auditable: Retain history of all versions and recipients.
Collaboration
7. Team Collaboration
Pain Points Solved
- Teams duplicate work due to poor coordination.
- Approvals and version control are fragmented across emails and files.
- Key stakeholders miss updates without proper alerts.
- Collaboration tools are not integrated with compliance and audit needs.
User Input
- Research prompt or reporting task
- Collaboration request between teams
AI Actions
- Secure prompt sharing inside Symphony
- Role-based access to data and outputs
- Preserve version history and approvals
- Trigger alerts or workflow actions
Why This Is Revolutionary
- Unified Workspace: Central hub for collaboration across research, compliance, data.
- Custom Access Levels: Control who sees what—by role or department.
- Built-In Alerts: Notify stakeholders at key milestones.
- Full Traceability: View who contributed what, when, and why.