Transforming Credit Workflows with AI: A Message from Our Team
We are thrilled to share several exciting updates from Exchange Robotics! We have officially launched Scalata.ai. Our groundbreaking generative AI platform designed to provide credit professionals with powerful, actionable insights from their data. Alongside this product launch, we’ve unveiled our new website at Scalata.ai as part of our expanded marketing initiatives. Our market traction continues to grow, with a diverse portfolio of paying clients across multiple sectors and regions.
In industry news, our CEO Bruno Lorenzelli will be speaking as a panelist at SFA Vegas this year, where Scalata.ai is one of the new members and also a Bronze sponsor with our own Booth and technical demos Sponsors . As we continue to build momentum, our team is growing to support our expanding operations and client base. Here are a few of our recent highlights:
- Product Launch: We’ve successfully released Scalata.ai along with our new corporate website, showcasing our expanded capabilities and service offerings to the market.
- Market Expansion: We’ve onboarded a number of paying clients, ranging from global investment banks to regional community banks, with successful deployments across multiple sectors.
- Strategic Partnerships: Through our alliances with SFA, SIFMA, and ICBA, we’ve built a robust pipeline of opportunities and are fostering partnerships globally through our growing broker network.
Market Traction:
- Active deployments across multiple financial institutions
- Growing pipeline through industry partnerships
- Successful client implementations in three continents, opening operations in Italy, Brazil and hiring sales agents across USA and Europe, ongoing
Client Success:
- Sold first SaaS licenses to US and Italy clients
- Incorporating positive feedback from customers
- Successful webinar series with industry partners The Warren Group
- Multiple broker/agent agreements signed
- Expanding global presence through strategic partnerships
Team Growth:
- Moved to larger office space in New York
- Hired 2 Engineers in New York and Croatia
- Opened formally our R&D capabilities in Croatia
- Hired a new Sales Director
- Actively hiring two additional engineers
- Expanding technical team for feature development
- Growing customer success team
Technical Achievements:
- Launched pioneering Chat Playground with multi-format processing
- Implemented industry-first spreadsheet export functionality
- Deployed AI Data Governance framework
- Released portfolio management widgets
- Enhanced PDF and Text document ingestion with reporting capabilities
- Finalized the Multimodal RAG management models to build knowledge base
Industry Recognition:
- CEO Bruno Lorenzelli selected as panelist at SFA Vegas
- Team showcase booth at SFA Vegas Forum (February 23 – 26)
- Expanding presence at major industry events
- Technical Demo by team on Monday 24th February SFA Vegas Forum
- Technical demo and workshop of our CTO Zivko at an industry event Gen AI Technical Demo.
Technical Achievements: Pushing the Boundaries of Data Handling
As the technology landscape continues to evolve, we are proud to highlight several key product and technical innovations that are enhancing the way businesses process and analyze data. These innovations are powered by cutting-edge AI features and automation tools, helping our customers stay ahead of the curve in an increasingly competitive and data-driven world.
AI-Powered Data Processing and Analysis:
- Automated Data Merging and Integration: We’ve introduced powerful AI tools that automatically merge and integrate large datasets from multiple sources. This not only streamlines the process but also improves data consistency and accuracy across different platforms. Our AI models can now handle multimodal data, making it easier for businesses to combine structured, semi-structured, and unstructured data into actionable insights.
- AI Agents for Complex Analysis: Our new AI agents are designed to handle sophisticated analysis tasks such as predictive analytics, anomaly detection, and trend forecasting. These agents are capable of processing vast amounts of data and providing deeper, more accurate insights that can guide decision-making in real-time.
- Advanced Table Creation: Our platform now includes an AI-powered feature for automatic table creation, enabling users to visualize and organize data with minimal effort. This tool allows businesses to structure data more efficiently and provides an intuitive interface for easy data manipulation and presentation.
- Multimodal Prompt Engineering: Our integration of various LLMs and data lake solutions has expanded our ability to work with large datasets and complex queries. This allows us to offer a more robust solution for businesses that require advanced data processing and model deployment, ensuring scalability and flexibility in real-time data handling.
Regulatory Updates: Navigating the Evolving Landscape
The regulatory landscape for technology, particularly in data security and AI, is rapidly evolving as governments and regulatory bodies aim to ensure ethical practices, protect consumer rights, and maintain transparency across industries.
Data Security and Compliance Data security remains top of mind for businesses handling sensitive customer data, with growing emphasis on certifications such as SOC2, ISO 27001, and GDPR compliance. Companies are implementing stringent standards for personal information protection and risk management protocols. Meanwhile, governments are developing comprehensive AI regulations to ensure responsible use, fairness, and accountability, with the European Union’s AI Act leading the way in regulating high-risk AI applications across finance, healthcare, and critical infrastructure.
Global Standards and Ethics International cooperation in AI regulation is gaining momentum through initiatives like the OECD and G20, which advocate for harmonized standards that balance innovation with consumer protection. Industry leaders are increasingly focused on ethical AI development, building systems that are transparent, explainable, and free from harmful biases.
Technological Achievements: Driving Industry Innovation
Technological progress continues to accelerate, particularly in AI, data processing, and automation. Key developments include:
AI and Automation Advances
- Advanced AI tools now streamline data processing tasks through natural language processing and machine learning, enabling more efficient analysis of large datasets
- Automated reporting systems reduce human error while accelerating decision-making processes
- New AI agents tackle complex analytical tasks, including predictive analytics and anomaly detection
Data Integration and Processing
- Enhanced technologies for merging and analyzing large datasets
- Improved handling of multimodal data across text, images, and structured formats
- AI-powered features for automated table creation and report generation
- Cloud computing enables scalable operations while edge computing reduces latency in real-time applications
These innovations are helping organizations process data more efficiently while maintaining compliance with evolving regulatory requirements. The integration of cloud and edge computing continues to push the boundaries of what’s possible in data handling and AI processing.
Looking Ahead: 2025 Initiatives
Strategic Growth
- Initiating Series A fundraising to accelerate platform development
- Expanding technical team to support new feature development
- Developing additional AI capabilities for credit analysis
Product Roadmap
- Enhanced multimodal data processing capabilities
- Advanced portfolio analytics features
- Expanded automation tools for credit professionals
- New integration options with existing systems
Upcoming Events
Join us at SFA Vegas (February 23-26, Aria Resort & Casino), where our CEO Bruno Lorenzelli will be speaking as a panelist. Visit our booth to meet the team and experience Scalata.ai in action. We’ll be showcasing:
- Live demonstrations of our Chat Playground
- Preview of upcoming features
- One-on-one consultations with our technical team
- Special conference-exclusive offers
Experience Scalata.ai
Ready to see how Scalata.ai can transform your credit analysis workflow? Our platform offers:
- Cutting-edge AI analysis capabilities
- Seamless integration with existing systems
- Industry-leading security and compliance
- Dedicated support team
Book a demo with our team today to experience the future of credit analysis.
Scalata.ai is committed to maintaining the highest standards of data security and regulatory compliance, including active pursuit of SOC2 certification and alignment with evolving AI regulations. Our platform is designed to meet the stringent requirements of financial institutions while pushing the boundaries of what’s possible in credit analysis.
For more information about our products or to schedule a meeting at SFA Vegas, please contact our team at info@scalata.ai
Scalata.ai, 600 Third Avenue, New York, NY 10016
