Powered by AI
Streamlining Investment Operations with FPM AI Services
FPM AI Services seamlessly embeds AI into FPM, revolutionising investment operations with streamlined workflows and delivering a quantum leap in efficiency and control. FPM AI can analyse, suggest, prepare, and stage work while all FPM controls stay firmly in place.
FPM is powered by AI, delivering game-changing AI capabilities across areas such as AI Assistants for Compliance, Corporate Actions and Reconciliations, smarter Search and Filtering, AI powered Reporting, and additional intelligent Workflow-driven AI Agents.
Watch this space for more AI updates in the coming months.
FPM’s ‘Powered by AI’ features include:
FPM AI Chat
- Ask questions and interact naturally in chat mode
- Conversational, multi-step interaction to refine requests
- Context sensitive assistance
FPM Compliance AI Assistant
- Upload Regulatory and Mandate documents
- Automated Compliance Rule creation
- User sign-off to maintain human oversight
FPM Corporate Action AI Assistant
- Reads pasted text or PDF notices
- Proposes the Corporate Action and its effects
- Creates a draft for FPM’s usual verify/approve process
- Human oversight remains
- Handles bulk notices
FPM Reconciliations AI Assistant
- Maps incoming data to FPM reconciliation fields
- Scores likely matches left unmatched
- Suggests causes and next actions
- Allows team to focus on genuine exceptions
FPM Data Bridge
- Delivers Intelligent interfacing by analysing input sources
- Proposes entity and column mappings
- Flags gaps and suggests fixes
- Faster onboarding with minimal manual transforms
