How Reckonsys enabled a global fintech provider to deliver actionable insights by combining real-time financial data with unstructured market intelligence.
Investment Solutions Provider – USA
Financial Services
LLM-Powered Financial Query Assistant
LangGraph Orchestration & Hybrid RAG
LLM-Based Field Mapping & Persona-Aware Formatting
Retrieval Fusion & Reranking
The client, a leading investment solutions provider in the USA, needed a GenAI assistant to handle both structured and unstructured financial data:
& reports
Manual searches slowed response times and limited real-time insights.
Reckonsys built a GenAI-powered financial assistant that combined structured and unstructured data to deliver context-aware insights:

2x Faster
Decisions
Clear KPIs
Accurate answers
Relevance
Role-based outputs
Financial reports and filings
Analyst forecasts and market projections
Performance metrics and financial tables
Data visualizations with explanatory notes
Digitized filings and supporting documents
Rule sets and templates ensured a consistent framework for handling queries.
Reference tables and codebooks provide quick lookup material for accurate responses.
Ontologies and taxonomies organize information into structured relationships for better classification.
2x Faster
Decisions from fused data and documents
Clear KPI Insights
Answers through dynamic field mapping
High Relevance
Outputs tuned to role and context
Claude 3.7 Sonnet, Mistral Medium, GPT-4 Turbo, and LangGraph were used for orchestration, reranking, and context-aware responses.
Pinecone, Elasticsearch, MongoDB, Voyage AI, and text-embedding-3-large enabled hybrid RAG with semantic + keyword search.
Python, Django, Formula Engine, RAGAS, Docker, and Prompt Tuning supported implementation, evaluation, and deployment at scale.
How Reckonsys helped a leading European mobility provider streamline driver onboarding across 9 countries with AI-powered document verification.
Travel/Mobility Service Provider – Europe
How Reckonsys helped a leading legal solutions provider in Uzbekistan streamline multilingual legal research and drafting across Uzbek, Russian, and English.
Legal Solution Provider – Uzbekistan
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