WORKFLOW USE CASE
Powering Everysk Analytics With Generative AI
See how Everysk's flexible integrations, proprietary calculation engine, and rich data repositories can be leveraged with Generative AI tools to probe data with minimal understanding of the data structure, provide analytical insights to end users, and write code that can be saved as new custom robots in the system. Utilizes: Five digital robots
Generate Powerful Insights in Less Time with Generative AI
Asset managers have abundant data but often need technical help, SQL queries, or custom code to answer daily data questions. A standard query requires an understanding of where certain data is stored, how specific fields are labeled, and a way to visualize the results once the data is extracted and processed.
Everysk combines the infrastructure to store data, engines to process analytics, and reporting to visualize results. Within the platform, AI -specific robots are integrated to write necessary code, enabling users to get answers to their data questions through text prompts.
In depth knowledge of data structures and labels is no longer needed to query data. Managers get answers to their data questions within seconds, rather than tasking team members with one-off assignments. Queries can be as flexible as your data, extending to reconciliation questions, ad hoc analysis, and trends over time. Furthermore, the code produced is easily saved in the platform and run again when needed, thus creating a repository of user-designed robots.
Explore the workflow in detail below.
Comprehensive Review
AI-Powered Analytics for Capital Markets
Asset managers utilize Everysk to drive deep analytics without technical assistance. Keep reading to see the robots that power the workflow.
User Input
Users input their text prompt using natural language to request analysis. The request can ask for data and analytics using common names, and the AI agent will match the relevant data fields.
Portfolio Retriever
The Portfolio Retriever retrieves the latest client portfolios for analysis. These robots can be easily configured to retrieve a range of dates or specific portfolios..
Parametric Risk
The Parametric Risk robot runs parametric VaR calculations on the two portfolios. Users can have the system run analysis on the fly, or explore datastores that are saved over time with their daily analytics.
LLM Robot
The LLM Robot takes the analytics and prompt and uses a trained agent to process the requested prompt. This robot includes some additional prompting to ensure that the results are professional quality and ready for use in the system. It returns code that can be run automatically in Everysk, visualized and stored.
Report Generator
This robot populates a report that neatly summarizes the prompt, the code returned by the AI agent, and the chart that the AI code produces. If users like the analysis and want to be able to reuse it, they can copy and paste the code into an Everysk custom robot and save it to their library.
Key Workflow Benefits
Use plain language text prompts to create data analysis on demand, eliminating the need for in-depth technical knowledge to access and analyze data.
Provides rapid answers and analytical insights, massively reducing the amount of time it takes to query datasets.
Save useful code to the platform in easily cataloged robots for reuse.
