BlueFlame AI provides a natural language interface to the data and systems relevant to your fund, whether cloud-based or local shared-drives. BlueFlame is natively integrated into Teams and Slack, and offers a client-facing web application for interfacing with the bot.
AI for Investment Research & Trading
Speed-up the review of PDFs and unstructured content, such as:
- Earnings Transcripts
- Expert Network Calls
- Sell-Side Research
- News & 10-Ks/10-Qs
Leverage BlueFlame AI to aggregate views across dozens of documents at a time. Extract key data points and aggregate them into tables. Create a time-series of views, and more.
Use our natural language interface with your research management system (RMS) to:
- Review historical notes
- Summarize views
- Post notes and commentary
AI for Investor Relations
DDQ and RFP Support
Quickly draft initial answers to incremental RFP and DDQ requests using the repository of prior DDQ and RFP responses, as well as fund and regulatory documents.
LP / Prospect Preparation
Prepare for LP meetings by looking up contact biographies off selected market data sources and by looking across internal emails, calendar invites, files, and CRM activity to understand prior interactions with the LP.
CRM Interaction
Interact with your CRM using natural languages prompts to pull select data, mass email prospects, to add notes or interaction details, to update statuses, and more.
Compliance & Security
Create a sanctioned and safe environment for use of LLMs and AI-based technology with BlueFlame AI:
- Full 17a-(4) audit of LLM interactions, exportable to electronic communications surveillance tools
- SOC2 Type 1 Certified Environment
- Fully leverages OAuth2 standard for user permissions