Shadow AI for investment management reconciliations
Natural language reconciliation rules
Specify how data should be reconciled in plain language. Upload PDF process manuals to describe your reconciliation processes.
Causal AI
Leverage state of the art structural causal models to describe how real-world scenarios affect reconciliation breaks. Get to root cause analysis with minimum manual work.
Modern data governance
Ensure the quality and completeness of data using AI powered sanity checks. Let our data governance agent manage your catalogue and ontology.
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What is Oper8?
Accurate, timely and auditable cash and positions reconciliation is fundamental to investment management operations. Legacy reconciliation systems use AI to classify breaks but they are black boxes and struggle to explain why a break happened.
Oper8 uses agentic AI with root cause analysis to connect real-world external causes with reconciliation breaks to power automation of research and remediations.
Meet the agents
Rex is your reconciliation operations manager. Rex looks after the daily reconciliation process and reports on progress throughout the day. The primary way to interact with Rex is a classic chatbot where you can ask about the current status of the reconciliation workflows and compare with previous days. Rex can also help with assisting during an audit or troubleshooting.
Dara is a data governance expert. Dara looks after data readiness, quality and modelling. Dara provides data management capabilities behind the scenes. Dara can also can have a conversation with you to build up a detailed ontology of all your data and catalogue it. This means the agents don't just know what data exists but also what it means.
Oper8 can be extended with other expert agents. These agents provide deep analytical expertise in areas:
- Alice - expert at cash reconciliation
- Bob - expert at balancing subscriptions and redemptions across administrator statements
- Grace - position matching analyst
- David - expert at middle office trade breaks and timing issues
- Carol - corporate actions specialist
- Chloe - taxes and fees analyst
- Emma - FX analyst
