NERBOS AI SYSTEMS
THE NERBOS DATA ECOSYSTEM

Every number your firm reports on, from one trusted source.

We unify data from every custodian, counterparty, source, and system into one clean, reconciled book of record — then power the analytics, models, automation, software, and reports your teams run on top of it.

Custom AI  ·  Risk & Portfolio Analytics  ·  Reporting & Reconciliation  ·  Quantitative Solutions
LIVE DATA CORE
THE PROBLEM

Your most valuable data is scattered, unstructured, and unusable.

Every financial firm sits on a fortune in data — spread across custodians, statements, PDFs, emails, spreadsheets, and disconnected systems. Without a foundation, none of it can power the analytics, models, or automation the business needs.

DOZENS OF DISCONNECTED SOURCES, TANGLED TOGETHER
NO SINGLE SOURCE OF TRUTH
Bank statements
PDF reports
Contracts & K-1s
Emails & attachments
Spreadsheets
Custodian portals
Legacy databases
Manual re-keying Stale, conflicting reports Key-person risk Nothing to build on
THE DATA CORE

One core turns the chaos into a queryable foundation.

Fragmented, unstructured inputs flow through engineered pipelines into a single, structured, secure core — the foundation every solution is built on.

SOURCES
Statements, PDFs & contracts
Emails & inbox monitoring
APIs & live market data
Databases & spreadsheets
THE DATA LAKEHOUSE MEDALLION ARCHITECTURE
BRONZE
Raw
Every source landed as-is — ingested, versioned & auditable
SILVER
Conformed
Cleaned, parsed & reconciled — one consistent schema
GOLD
Curated
Business-ready book of record — the single source of truth
EMBEDDED DATA SCIENCE PIPELINES
Feature engineering ML training & serving Quant models RAG & vector search
CONNECTED APPLICATIONS
Reports & dashboards
Software & products
AI apps & copilots
Automated processes

RAW INGEST  →  BRONZE / SILVER / GOLD  →  DATA SCIENCE PIPELINES  →  EVERY REPORT, MODEL & APPLICATION

WHAT YOU CAN BUILD

The core is the launchpad. The applications are limitless.

Once every source feeds one clean foundation, our data-science and quant pipelines turn it into the analytics, intelligence, and automation the financial industry needs — but rarely has.

Real-time dashboards & reporting

A single, always-current view of performance, exposure, liquidity, and risk — replacing quarterly PDFs and stale spreadsheets.

Predictive ML models

Forecasting, scoring, and risk models — from credit and underwriting to liquidity and cash-flow prediction, trained on your own data.

AI products & copilots

Ask questions of your entire book in plain language. RAG-powered assistants, memo drafters, and copilots grounded in your data.

Process automation

Eliminate manual re-keying, reconciliation, and report assembly. Automate the repetitive work that consumes your team's week.

Quantitative algorithms

Pricing, allocation, signal generation, and optimization — built by a team with real quant and finance DNA, not generalist devs.

Document intelligence & compliance

Parse statements, K-1s, and contracts automatically; flag anomalies, monitor compliance, and surface risk before it's a problem.

…and any other meaningful application your firm can imagine — every one built on the same trusted core.

PROVEN, MEASURABLE RESULTS

Outcomes, not just code.

2% → 20%

Lifted a credit portfolio's IRR through the COVID downturn — with no material rise in rejection rate.

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Data processed every week — for under $1,000/month in cloud cost.

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of a bank's overall operational processes automated end-to-end.

Compounding ↑

Firms that adopt the ecosystem consistently improve portfolio profitability the longer it runs.

SECURITY BY DESIGN

Sensitive financial data demands more than off-the-shelf AI.

Your accounts, holdings, and proprietary data never leave a perimeter you control.

Private & on-prem LLMs

Run inference on VPC-hosted or on-prem models — data never touches a third-party API.

Multi-tenant isolation

Each portfolio and client gets logically isolated retrieval — no cross-contamination.

Encrypted end-to-end

Industry-standard encryption at rest and in transit, across every boundary.

Audit trails & access control

Granular, role-based access with full logging — know who touched what, and when.

YOUR SECURE PERIMETER
Your Accounts, Holdings & Proprietary Data
Private LLM + Vector / Graph DB
VPC or On-Prem
Accessible Only to Your Authorized Team
LET'S BUILD YOUR DATA CORE

Map your data landscape in under 30 minutes.

Book a free discovery call. We'll map your fragmented sources and identify your highest-ROI first use case — no obligation.

victor@nerbos.com nerbos.com →