Confluence has announced the launch of Confluence POINT, AI-enabled automation that optimizes workflows across its solutions. POINT Validation transforms and validates documents across formats including unstructured data, while Revolution's conversational interface lets users ask questions and action processes in plain English.
Confluence launches POINT AI-enabled automation for investment management.
POINT Validation automates document validation with audit trail in minutes.
Revolution conversational interface allows plain English queries and actions.
Interface available within Excel with no data export or system switching.
POINT reduces manual effort before and after automated processes.
Confluence serves 1,000+ clients in 40+ countries with 700+ employees.
Confluence delivers specialist regulatory, analytics, and investor solutions that are unrivalled at what they do. POINT is AI-enabled automation that runs within and alongside these solutions, letting them do more for clients, reducing manual effort that typically occurs before or after automated processes. POINT Validation transforms and validates documents across a range of formats, including unstructured data. The AI-powered validation is complete in minutes, delivered via an automated checklist that runs independently. Every finding is backed by an audit trail, and errors are flagged for follow up.
Within Revolution, Confluence's multi-asset performance, attribution, and risk solution, POINT Prompt delivers an AI-enabled conversational interface which lets users ask questions and action processes in plain English. This conversational interface is also available within Excel, putting the power of Revolution directly into spreadsheets with no need to export data or switch between systems. POINT's scope will grow rapidly as Confluence delivers more AI-enabled optimization across its solutions.
"AI is reshaping how work is done across financial services, and we are delivering that value directly into the solutions our clients already use and trust," said Mark Evans, Founder and Chief Executive Officer, Confluence Technologies. "Confluence POINT will expand the scope of our technology, optimize workflows, and reduce manual effort – ultimately driving efficiency through deliberate use of embedded AI. This is a long-term commitment, and you will see our AI capability continue to grow across our entire product suite in the months ahead."
About Confluence Technologies
Confluence is a global leader in enterprise data and software solutions for regulatory, analytics, and investor communications. Our best-of-breed solutions make it easy and fast to create, share, and operationalize mission-critical reporting and actionable insights essential to the investment management industry. Trusted for over 30 years by the largest asset service providers, asset managers, asset owners, and investment consultants worldwide, our global team of regulatory and analytics experts delivers forward-looking innovations and market-leading solutions. Headquartered in Pittsburgh, PA, with over 700 employees across North America, the United Kingdom, Europe, South Africa, and Australia, Confluence services over 1,000 clients in more than 40 countries.
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