Kodex AI Joins The NayaOne Marketplace
By FF Newsroom · 5 March 2024

Kodex AI has joined the NayaOne Tech Marketplace. With a proprietary LLM developed for the financial industry, the enterprise-built generative AI platform helps financial institutions reclaim valuable time, simplify processes, and elevate client interactions.
Financial institutions go to great lengths to recruit the world’s top talent. Yet, many of these highly intelligent financial professionals are slowed down by routine operational tasks. In fact, research shows as much as 75% of a finance professional’s time is spent on manual tasks.
Kodex AI aims to minimise this time. It takes care of the busy work and enables client-facing financial professionals to complete analyses in minutes rather than days. With it, they can find information, analyse data and/or draft reports instantly to free up time for higher-value pursuits: prioritise client connections.
The key benefits and features that Kodex AI’s clients can enjoy are:
Delivering Client Responses Faster: Kodex AI finds and analyses thousands of documents to generate responses to complex financial questions.
Reducing the Time Needed to Complete RFPs, Reports, Surveys, DDQs, and KYC Checks: The platform facilitates high-quality responses to highly customised questionnaires.
Staying Compliant and Preventing Conflicts: Kodex AI helps FIs remain up to date with the ever-changing regulatory requirements while maintaining ethical decision-making without having to sift through various documents.
Reducing and Automating Manual Work: With Kodex AI, users can redirect focus towards more impactful work such as portfolio growth, client retention, and new client wins while Kodex AI takes care of rote tedious tasks.
Creating Compliant Reports in Minutes: Kodex AI automates data gathering and compliance checks, ensuring that suitability reports meet regulatory standards. This modern approach not only enhances efficiency but also guarantees accuracy and precision.
Personalised Investment Recommendations: Kodex AI utilises machine learning to analyse extensive financial data and provide personalised investment recommendations aligned with clients’ unique objectives and preferences.
Boosting Efficiency to Increase Profitability: With Kodex AI, banks and financial institutions can easily attract and onboard new clients. Automated processes for DDQs and KYC checks simplify client acquisition, freeing up valuable time to cultivate relationships and deliver bespoke services, ensuring client retention and long-term profitability.
Kodex AI Helps a Global German Bank Achieve Significant Time Savings on Back-Office Tasks with Higher Service Quality
Kodex AI partnered with one of Germany’s largest banks to achieve:
- 90% time savings for report drafts
- 25% faster client replies
- 40% higher quality output for clients
Companies in this story: Kodex AI, NayaOne
People in this story: Varun Resh Maddali, Thomas Kaiser