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Data Layer
Arteria streamlines the way data moves between systems and documents, and serves users with valuable insights at critical parts of the workflow.
Component layer
Arteria's core components are highly contextual to FSI. They combine to service a variety of documentation use cases, and have been battle tested in highly complex parts of the institution.
Agentic layer
Arteria's agentic systems are FSI-specific and deployed directly into the workflow.
Workflow layer
Arteria's workflow layer is malleable to enterprise documentation processes.
Onboarding new clients is a lengthy and manual process. Documentation is highly negotiated and requires inputs from a wide array of stakeholders.
It can take an institution over a year before it can generate revenue from a new client relationship.
Streamline over-the-counter derivatives documentation with automated negotiation and intelligent data extraction.
End-to-end prime brokerage documentation workflow (i.e., PBA, etc.) for new prime brokerage clients.
End-to-end securities services and custody documentation workflow to onboard new clients.
Data extraction from borrower documents and automated generation of key documents with end-to-end workflow.
As soon as documentation becomes necessary, automation often grinds to a halt and processes become highly manual.
Institutions are working to drive controlled automation in higher-volume transactional processes.
Drive straight-through-processing into OTC trade confirmations with flexible data integration, automated document generation, and automated workflow processes.
Drive straight-through-processing in repo and securities lending operations with automated transaction processing, embedded compliance checks via dynamic dashboards to drive visibility across the trade portfolio.
Streamlined origination to close workflows with automated document drafting (e.g., credit memo, credit agreement, etc.) and intelligent negotiation and collaboration.
Streamlined compliance with automated regulatory reporting and audit trails, with a focus on unstructured data.
After a transaction is completed, thousands of hours are spent on servicing, monitoring, and compliance activities. Most of these processes are highly manual and costly.
Back-office inefficiencies result in operational costs scaling alongside growth.
Intelligent data extraction from client documents with automated comparison against key covenants to streamline risk monitoring and ensure portfolio compliance.
Streamlined processing of high volumes of loan notices with automated data extraction and market-standard maker checker workflows.
Automated processing of tax forms with automated data extraction and seamless integration to core systems.
Deliver accurate NAV reporting from portfolio data extraction to investor statements and regulatory filings, all within a controlled end-to-end process.
