Exf Insights


EXF Insights/Financials accelerates your journey to offering cloud ready solutions for the buy-side investment management industry via provision of a comprehensive tool set.

Automates and leverage Natural Language Processing, Machine Learning and AI to integrate data sources and assess data quality with data visualization and governance
Includes a proven, extensible and bi-temporal, Snowflake Investment Data Warehouse with BI integration
Management Tools for Risk Control and continuous audit over deployment to hybrid cloud

JSON and Python extensions with Rest APIs for Data Analytics

With EXF Insights/Financials you’ll be able improve efficiency while reducing costs and speeding time to market with low ongoing TCO. We provide these tools with available deep Subject Matter and Technology Experts to speed your deployments. No matter what legacy applications, MDM or Databases you use, Exafluence can help you transform your technology platform.

Use Case: Buy Side Meta Data Dictionary and Integration Accelerator

Client / System on-boarding integration process is inefficient and delays Financial Services Providers and Buy Side Firms from achieving the benefits of a new platform. It also drives up cost and increases the risk of introducing new applications. We at Exafluence, set out to automate the Business Analyst work involved in integrating and aligning meta data from multiple data sources. This is typically a mundane manual exercise usually done in Excel, yet a terribly important work-step in any project.

EXF Insights/Financial, our Business Analyst’s tool set, uses the latest predictive analytics technology stack of Big Data, data blending, non-structured databases, ML, NLP and AI ensembles.

The solution incorporates Alteryx and MongoDB to help financial services firms rapidly on-board new clients and while reducing the cost 40-60% by applying new methods to perform required system integration and/or software upgrades. Our methodology also provides a full Visual Data Dictionary of as-built integrations for initial data governance. It also offers audit capabilities that allow clients to compare prior and current versions for data discovery and software upgrade purposes.

The EXF Insights/Financials provides a custom dashboard to BAs to do multiple integrations by:

Providing Natural Language and Machine Learning rules based Metadata analysis to reduce the time and cost of integration by 40-60%. Providing scoring on both the field name and values to accelerate the Analysts confirmation that data aligns.
Offering derivation capability for target systems such as creating a unique Fixed Income Ticker or looking at Contract, Pay and Receive legs combined or as separate records for SWAP support.
Providing a Business Data Dictionary by client or across clients and sources. Business Analysts can save rules and create the training sets for ML to enable re-use and faster integration over time (continuous improvement). Providing a full time-series of dictionary changes, analyst certifications and data owners.

Performing Root Cause analysis to go beyond just finding operational exceptions but applying rules to solve them, such as price tolerance exceptions arising from a corporate action.

Use Case Buy-Side Snowflake Investment Data Warehouse:

Exf Insights/Financials has teamed with Bridge Consulting to offer a ready-to-use, proven, Snowflake Data Warehouse that works with our other accelerators. Key Benefits:

Clients gain immediate access to a bi-temporal Investment Data Warehouse built for the cloud offering elasticity, resiliency and redundancy.
Data Model support look through of Product/Funds and Derivatives as well as AUM aggregation without double counting.
Ability to clone data sources at specific points in times at no cost for Unit/Regression tests
Low cost operation as database spins down and up based on usage
Auto-scaling based on processing demands and SLA requirements
Provides one version of the truth for the firm with Excel Add-In and BI analysis (i.e., PowerBI, Tableau, etc.)
Optional Performance Analytics and Risk model extensions available.

My Team

Ravikiran Dharmavaram


Richard Robins

(Chief Revenue Officer)

Rohit Sharma

(Vice President Sales)



Exafluence extensively leverages various Alteryx components to provide data driven analytics to the Data Analyst .Alteryx Designer to decode the financial data with Visualytics, ‘in-line data profiling’, to help analysts discern missing values, outliers, business and operational data for predictive, prescriptive and spatial analysis. Designer helps ingest, wrangle and perform exploratory analysis on data from multiple, typically disconnected, diverse sources.

Alteryx Server to scale, automate, share and govern workflows, macros and reports, ensuring compliance with regulatory requirements. Sever aggregates information into a standardized format, perform easy-merge and de-duplication to present a single version of truth and a unified view of the customer.

Alteryx Promote to deploy, manage and monitor production based predictive and machine learning models, real-time or in-batch, on-premises or in the cloud to optimize operations and client services, track and optimize client insurance costs, assess cost of service and quality by providers based on local population needs, evaluate partner performance etc. We cover the entire lifecycle of Data across Behavioral Analytics, Pattern Recognition, Classification, Image Recognition, Anomaly Deduction, Matching, Auto Cleaning, Duplicate Records, Sentiment Analysis, Rules Engine, Speech to Text Cognitive Search, NLI and NLG.

We provide ‘Data Quality as a Service’ a Managed-services offering inclusive of Term Licenses, a Serverless Architecture, flexibility to scale up & down and a 24/7 Support Model.

Our EXF Insights platform uses ML Predictive Library of ensembles that are integrated in Alteryx macros, also available as Rest APIs.


Exafluence’s Insights are built using MongoDB.

Data Management and Analytics We leverage MongoDB’s flexible data model to store and analyze a variety of data types from numerous sources all in a single data store. It enables infrastructure and license cost savings, real-time analytics and visualizations as well as new revenue streams through innovative applications built on MongoDB.

Our ETLs are built on MongoDB spark connectors and deployed on Cloud platforms like AWS, Azure and GCP as well as other distribution frameworks like Horton, Cloudera, MAP R and Databricks.

We have enhanced security for Mongo DB connection to encrypt and decrypt data on the fly leveraging our API's built with partner solution framework.

Our EXF Flask framework moves an existing MongoDB application to Mongo Cloud using step by step migration process to deploy to production.




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