In today’s financial landscape, professionals are drowning in a sea of data. From complex spreadsheets and legal documents to unstructured PDFs, the process of ingesting, cleaning, and analyzing information is a major bottleneck. It’s manual, error-prone, and slow, hindering the ability to make fast, data-driven decisions. But what if you could transform this chaos into clarity? What if you could ask complex financial questions in plain English and get back instant, actionable insights?
This is the future being built by Scalata.ai. Through our powerful partnership with Databricks, we are deploying an industry-leading Generative AI framework that creates a seamless, end-to-end workflow for banks, asset managers, and credit funds. We’re moving beyond the hype to deliver a resilient system that automates workflows, enhances decision-making, and is built with the enterprise-grade security and governance that the financial industry demands.
Taming the Data Deluge: The End of Manual Data Wrangling
The first and most significant challenge in financial analysis is data ingestion. Scalata tackles this head-on with our Data Marketplace, which automates the traditionally labor-intensive process of turning complex, unstructured data into clean, actionable information. Powered by Databricks Delta Lake and Auto Loader, our platform can ingest and unify massive volumes of data from any source—be it a CSV, JSON, PDF, or DOC file. The centerpiece of this innovation is our industry-first Generative AI Data Mapping Tool, which automatically maps and harmonizes any data schema, eliminating a major source of friction in data integration. This means less time spent on manual data prep and more time focused on analysis.
From Data to Decisions: Empowering Professionals with AI Agents
Once your data is clean and unified, the real magic begins. Scalata’s groundbreaking Agentic Architecture is a paradigm shift for financial analysis. Think of it as a team of specialized AI assistants, each designed to automate complex tasks. Through our conversational AI Agents and Chat Playground, users can:
- Perform Complex Calculations Without Code: Input financial assumptions and run scenario modeling in real-time through an intuitive chat interface.
- Query Structured Data with Natural Language: Our first SQL Agent allows users to ask questions of complex databases as easily as talking to a colleague.
- Accelerate Due Diligence: Utilize Generative AI to extract key information from complex legal documents, drastically reducing manual review time.
- Enrich Datasets: Leverage LLM agents for advanced tasks like AI-powered default and delay prediction, automated shadow NAV calculations, and identifying new investment opportunities.
This entire process is backed by the power of the Databricks Lakehouse, enabling real-time embedding, prompt chaining, and retrieval-augmented generation (RAG) for unparalleled analytical depth.
Actionable Insights, Delivered
Data and analysis are only valuable if they lead to clear, digestible insights. Our “Data Out” capabilities ensure that analytical outputs are transformed into polished, shareable formats. AI Agents generate custom reports, personalized user dashboards, and dynamic widgets that visualize impacts across risk and business metrics. This allows teams to bridge silos between IT, data, and investment, fostering cross-functional collaboration with shared workflows.
Built for the Real World: Security, Governance, and Trust
We understand that in finance, trust is non-negotiable. Scalata is built from the ground up with enterprise-grade security and compliance at its core. Our AI Data Governance framework, integrated with Databricks Unity Catalog, ensures secure, governed access to data and metadata across the organization. As the regulatory landscape matures with frameworks like the European Union’s AI Act, the need for auditable and governable AI is paramount. That is why we are actively pursuing SOC2 certification to meet the most stringent security and compliance requirements of financial institutions, providing a trusted foundation for AI-driven transformation.
Innovation Validated: A Top Contender in the Databricks Ecosystem
Our commitment to pushing the boundaries of AI in finance is gaining significant momentum. We’re proud to announce that Scalata has been selected as a Top 8 Finalist in the prestigious Databricks Startup Challenge. This recognition, featured on the Databricks blog, highlights our innovative approach and the strength of our agent-driven AI framework within the Databricks ecosystem. It’s a powerful validation of our technology and its potential to transform financial workflows. This achievement, coupled with our research published in the SFA’s Structured Finance Journal, is a clear signal of the market’s appetite for our solution. With new clients like Sierra Mortgage Capital and Vivi Banca joining our platform and a sales pipeline, the market is validating the need for our solution. We are just getting started, and we invite you to join us in redefining what’s possible in the financial and credit markets.
Ready to experience the future of credit analysis? Our platform offers cutting-edge AI analysis capabilities, seamless integration with existing systems, and industry-leading security.
