AI Tools Catalog

Draft professional emails with compliant tone and formatting.

Helps new analysts learn processes and find resources.

Summarize regulatory documents, research reports, and client briefs.

Monitors securities and alerts you to unusual market activity.

Generate meeting notes and action items from transcripts.

Create charts and dashboards from data using natural language.

Search internal policies and procedures with citations.

Analyze news, social media, and market data for sentiment signals.

Answers regulatory questions and reviews documents for compliance.

Convert plain English to optimized SQL queries.

Code assistant for Python, SQL, and internal scripting languages.

Scan documents for compliance issues and flag violations.

Surfaces relationship opportunities and suggests client actions.

Compile client profiles from public info and internal data.

Extract insights and sentiment from earnings call transcripts.

Build client presentations with brand-compliant templates.

Create pre-meeting briefings with portfolio context and talking points.

Transcribe voice recordings with speaker identification.

Generate risk narratives from quantitative data and models.

Generate trade ideas with entry/exit points and rationale.

Coordinates M&A documentation and tracks deal progress.

Extract and analyze key clauses from legal contracts.

Screen stocks using natural language criteria with rationale.

Translate financial documents in 40+ languages, terminology preserved.

Analyze order flow and block trades for institutional signals.

Generate portfolio commentary from attribution data.

Tailor pitch materials to client profiles and mandates.

Compare portfolio performance against benchmarks.

Draft credit research memos with financial analysis and covenants.

Triage surveillance alerts with context and false positive reduction.

Create macro dashboards with economic and geopolitical indicators.

Monitor yield curves and spreads with anomaly detection.

Draft RFP and DDQ responses from approved content libraries.

Monitor regulatory changes and assess business impact.

Design and run trading strategy backtests with reporting.

Detect unusual transaction patterns indicating fraud or errors.

Generate FX commentary with technical levels and analysis.

Generate API documentation from code and specifications.

Visualize client relationships and cross-selling opportunities.

Analyze IPO filings and valuations for ECM/DCM deals.

Automate recurring regulatory reports with audit trails.

Analyze execution quality and generate TCA reports.

Monitor market data feeds for quality issues and anomalies.

Generate anonymized test data for dev and QA.

Generate model documentation and validation reports.

Document and validate models for regulatory compliance.

Automate wall crossing documentation and barrier tracking.

Build custom chatbots for team workflows, no code required.

Summarize Slack channels and threads you missed.