Sherpas Wealth

Nima, the Gen-AI model crafted specifically for finance

Nima, the

Gen-AI model crafted specifically for finance

Strategically tailored for finance, this Gen-AI model leverages specialized training in financial processes, regulations, and strategies to deliver precise, compliant insights—transforming complex data into actionable intelligence, efficiently.

Our Gen-AI model for finance

Nima is our proprietary Gen-AI system, crafted from the ground up around four core components (Gen UI, RAG, Capability Suite), delivering a robust foundation for vertical financial applications in Data, Advice, and Engagement, ensuring optimal performance and precision

Gen UI

Discover Nima’s Generative UI, engineered to create an adaptive interface on the fly. Engage with a conversational UI as intuitive as speaking with a colleague, where you can ask questions and receive answers in real-time. This dynamic interface seamlessly integrates multiple application functionalities, transforming complex financial data into accessible, actionable insights.

Multimodal RAG

Connectors

Capability suite

Gen UI

Multimodal RAG

Connectors

Capability suite

Gen UI

Multimodal RAG

Connectors

Capability suite

Gen UI

Multimodal RAG

Connectors

Capability suite

Gen UI

Multimodal RAG

Connectors

Capability suite

Generative UI

Elevate user engagement with our advanced AI interfaces, integrating dynamic visualizations and interactive components for enhanced comprehension of complex topics. Leveraging Generative UI and Large Language Models, we provide a sophisticated, query-enabled platform for interactive learning. Transform your digital interaction with rich, component-based interfaces that extend beyond traditional text communication.

Summarize Timothy's Financial Health

Can you offer me an investment proposal for Melanie?

Extract the holdings from this statement, please

Multimodal RAG

Nima's RAG (Retrieval-Augmented Generation) model augments financial data processing by intelligently sourcing and synthesizing information straight from a wide variety of sources. This approach ensures highly relevant, coherent, and context-appropriate responses.

Data Extractor

Our proprietary data extraction model is created to read, extract and structure tabular data from a wide range of financial documents with precision, from investment statements to factsheets, brochures, and more.

Data Connectors

Data Connectors: Comprehensive

Information Integration

Our RAG model features built-in connections to diverse data stores, seamlessly integrating accurate, cited information from both internal and external sources. These connectors ensure precise responses, mitigating inaccuracies and guaranteeing outputs that are not only insightful but also reliable.

AI capability suite

This suite offers a diverse array of AI tools for data management, including semantic search and content generation, tailored to support financial analysis and operations.

Generate

Automatically produce detailed reports, financial forecasts, and customized advice. Utilizes AI to not only compile data but also interpret it, offering strategic insights for informed decision-making.

Semantic Search

Execute searches that transcend simple keywords, identifying documents and information by their meaning. Features multilingual capabilities, ensuring effective, relevant results across languages.

Embedding

Deploy deep semantic analysis to uncover nuanced relationships within financial texts. Enhances data analytics, decision-making processes, and the personalization of financial services.

Summarize

Instantly condense complex financial documents and data into concise, digestible summaries. Highlights essential information, enabling swift understanding of intricate reports and analyses.

Re-rank

Optimizes search relevance and accuracy by incorporating a semantic layer into existing search mechanisms. Compatible with current keyword or vector searches, requiring no comprehensive system overhaul.

Classify

Efficiently organize and categorize information, streamlining the management of documents, data analysis, and copilot interactions. Simplifies content cataloging and enhances operational workflows.

Generate

Embedding

Deploy deep semantic analysis to uncover nuanced relationships within financial texts. Enhances data analytics, decision-making processes, and the personalization of financial services.

Re-rank

Semantic Search

Execute searches that transcend simple keywords, identifying documents and information by their meaning. Features multilingual capabilities, ensuring effective, relevant results across languages.

Summarize

Instantly condense complex financial documents and data into concise, digestible summaries. Highlights essential information, enabling swift understanding of intricate reports and analyses.

Classify

Efficiently organize and categorize information, streamlining the management of documents, data analysis, and copilot interactions. Simplifies content cataloging and enhances operational workflows.

Generate

Embedding

Deploy deep semantic analysis to uncover nuanced relationships within financial texts. Enhances data analytics, decision-making processes, and the personalization of financial services.

Re-rank

Semantic Search

Execute searches that transcend simple keywords, identifying documents and information by their meaning. Features multilingual capabilities, ensuring effective, relevant results across languages.

Summarize

Instantly condense complex financial documents and data into concise, digestible summaries. Highlights essential information, enabling swift understanding of intricate reports and analyses.

Classify

Efficiently organize and categorize information, streamlining the management of documents, data analysis, and copilot interactions. Simplifies content cataloging and enhances operational workflows.

AI capability suite

This suite offers a diverse array of AI tools for data management, including semantic search and content generation, tailored to support financial analysis and operations.

Generate

Semantic Search

Execute searches that transcend simple keywords, identifying documents and information by their meaning. Features multilingual capabilities, ensuring effective, relevant results across languages.

Embedding

Deploy deep semantic analysis to uncover nuanced relationships within financial texts. Enhances data analytics, decision-making processes, and the personalization of financial services.

Summarize

Instantly condense complex financial documents and data into concise, digestible summaries. Highlights essential information, enabling swift understanding of intricate reports and analyses.

Re-rank

Classify

Efficiently organize and categorize information, streamlining the management of documents, data analysis, and copilot interactions. Simplifies content cataloging and enhances operational workflows.

Generate

Embedding

Deploy deep semantic analysis to uncover nuanced relationships within financial texts. Enhances data analytics, decision-making processes, and the personalization of financial services.

Re-rank

Semantic Search

Execute searches that transcend simple keywords, identifying documents and information by their meaning. Features multilingual capabilities, ensuring effective, relevant results across languages.

Summarize

Instantly condense complex financial documents and data into concise, digestible summaries. Highlights essential information, enabling swift understanding of intricate reports and analyses.

Classify

Efficiently organize and categorize information, streamlining the management of documents, data analysis, and copilot interactions. Simplifies content cataloging and enhances operational workflows.

Generate

Embedding

Deploy deep semantic analysis to uncover nuanced relationships within financial texts. Enhances data analytics, decision-making processes, and the personalization of financial services.

Re-rank

Semantic Search

Execute searches that transcend simple keywords, identifying documents and information by their meaning. Features multilingual capabilities, ensuring effective, relevant results across languages.

Summarize

Instantly condense complex financial documents and data into concise, digestible summaries. Highlights essential information, enabling swift understanding of intricate reports and analyses.

Classify

Efficiently organize and categorize information, streamlining the management of documents, data analysis, and copilot interactions. Simplifies content cataloging and enhances operational workflows.

AI capability suite

This suite offers a diverse array of AI tools for data management, including semantic search and content generation, tailored to support financial analysis and operations.

Generate

Semantic Search

Execute searches that transcend simple keywords, identifying documents and information by their meaning. Features multilingual capabilities, ensuring effective, relevant results across languages.

Embedding

Deploy deep semantic analysis to uncover nuanced relationships within financial texts. Enhances data analytics, decision-making processes, and the personalization of financial services.

Summarize

Instantly condense complex financial documents and data into concise, digestible summaries. Highlights essential information, enabling swift understanding of intricate reports and analyses.

Re-rank

Classify

Efficiently organize and categorize information, streamlining the management of documents, data analysis, and copilot interactions. Simplifies content cataloging and enhances operational workflows.

Generate

Embedding

Deploy deep semantic analysis to uncover nuanced relationships within financial texts. Enhances data analytics, decision-making processes, and the personalization of financial services.

Re-rank

Semantic Search

Execute searches that transcend simple keywords, identifying documents and information by their meaning. Features multilingual capabilities, ensuring effective, relevant results across languages.

Summarize

Instantly condense complex financial documents and data into concise, digestible summaries. Highlights essential information, enabling swift understanding of intricate reports and analyses.

Classify

Efficiently organize and categorize information, streamlining the management of documents, data analysis, and copilot interactions. Simplifies content cataloging and enhances operational workflows.

Generate

Embedding

Deploy deep semantic analysis to uncover nuanced relationships within financial texts. Enhances data analytics, decision-making processes, and the personalization of financial services.

Re-rank

Semantic Search

Execute searches that transcend simple keywords, identifying documents and information by their meaning. Features multilingual capabilities, ensuring effective, relevant results across languages.

Summarize

Instantly condense complex financial documents and data into concise, digestible summaries. Highlights essential information, enabling swift understanding of intricate reports and analyses.

Classify

Efficiently organize and categorize information, streamlining the management of documents, data analysis, and copilot interactions. Simplifies content cataloging and enhances operational workflows.

AI capability suite

This suite offers a diverse array of AI tools for data management, including semantic search and content generation, tailored to support financial analysis and operations.

Generate

Semantic Search

Execute searches that transcend simple keywords, identifying documents and information by their meaning. Features multilingual capabilities, ensuring effective, relevant results across languages.

Embedding

Deploy deep semantic analysis to uncover nuanced relationships within financial texts. Enhances data analytics, decision-making processes, and the personalization of financial services.

Summarize

Instantly condense complex financial documents and data into concise, digestible summaries. Highlights essential information, enabling swift understanding of intricate reports and analyses.

Re-rank

Classify

Efficiently organize and categorize information, streamlining the management of documents, data analysis, and copilot interactions. Simplifies content cataloging and enhances operational workflows.

Generate

Embedding

Deploy deep semantic analysis to uncover nuanced relationships within financial texts. Enhances data analytics, decision-making processes, and the personalization of financial services.

Re-rank

Semantic Search

Execute searches that transcend simple keywords, identifying documents and information by their meaning. Features multilingual capabilities, ensuring effective, relevant results across languages.

Summarize

Instantly condense complex financial documents and data into concise, digestible summaries. Highlights essential information, enabling swift understanding of intricate reports and analyses.

Classify

Efficiently organize and categorize information, streamlining the management of documents, data analysis, and copilot interactions. Simplifies content cataloging and enhances operational workflows.

Generate

Embedding

Deploy deep semantic analysis to uncover nuanced relationships within financial texts. Enhances data analytics, decision-making processes, and the personalization of financial services.

Re-rank

Semantic Search

Execute searches that transcend simple keywords, identifying documents and information by their meaning. Features multilingual capabilities, ensuring effective, relevant results across languages.

Summarize

Instantly condense complex financial documents and data into concise, digestible summaries. Highlights essential information, enabling swift understanding of intricate reports and analyses.

Classify

Efficiently organize and categorize information, streamlining the management of documents, data analysis, and copilot interactions. Simplifies content cataloging and enhances operational workflows.

AI capability suite

This suite offers a diverse array of AI tools for data management, including semantic search and content generation, tailored to support financial analysis and operations.

Generate

Semantic Search

Execute searches that transcend simple keywords, identifying documents and information by their meaning. Features multilingual capabilities, ensuring effective, relevant results across languages.

Embedding

Deploy deep semantic analysis to uncover nuanced relationships within financial texts. Enhances data analytics, decision-making processes, and the personalization of financial services.

Summarize

Instantly condense complex financial documents and data into concise, digestible summaries. Highlights essential information, enabling swift understanding of intricate reports and analyses.

Re-rank

Classify

Efficiently organize and categorize information, streamlining the management of documents, data analysis, and copilot interactions. Simplifies content cataloging and enhances operational workflows.

Generate

Embedding

Deploy deep semantic analysis to uncover nuanced relationships within financial texts. Enhances data analytics, decision-making processes, and the personalization of financial services.

Re-rank

Semantic Search

Execute searches that transcend simple keywords, identifying documents and information by their meaning. Features multilingual capabilities, ensuring effective, relevant results across languages.

Summarize

Instantly condense complex financial documents and data into concise, digestible summaries. Highlights essential information, enabling swift understanding of intricate reports and analyses.

Classify

Efficiently organize and categorize information, streamlining the management of documents, data analysis, and copilot interactions. Simplifies content cataloging and enhances operational workflows.

Generate

Embedding

Deploy deep semantic analysis to uncover nuanced relationships within financial texts. Enhances data analytics, decision-making processes, and the personalization of financial services.

Re-rank

Semantic Search

Execute searches that transcend simple keywords, identifying documents and information by their meaning. Features multilingual capabilities, ensuring effective, relevant results across languages.

Summarize

Instantly condense complex financial documents and data into concise, digestible summaries. Highlights essential information, enabling swift understanding of intricate reports and analyses.

Classify

Efficiently organize and categorize information, streamlining the management of documents, data analysis, and copilot interactions. Simplifies content cataloging and enhances operational workflows.

Your data is secure with us

At Sherpas, we understand the importance of security and confidentiality in managing financial data. Our cloud-native Nima model is built for scalability and flexibility, ensuring that our partners can achieve optimal compliance with finance-specific data processes without compromising on functionality or security.

At Nima, we understand the importance of security and confidentiality in managing financial data. Our Nima model is cloud-native, built for scalability and flexibility, and we also offer enterprises the option to deploy our platform on their own infrastructure. This dual approach ensures that our partners can achieve optimal compliance with finance-specific data processes, without compromising on flexibility.

Rigorous data encryption safeguarding data in transit and at rest

Access controls restricting data access to authorized personnel only

Audit trails providing transparent oversight of data interactions

Regulatory compliance meeting global standards (GDPR, HIPAA, SOC2)

Finance-Specific AI model

Finance-

Specific Model

Precision. Our model is finely tuned with financial-sector data and insights, ensuring outputs are highly accurate and perfectly tailored to industry-specific demands.

Precision

Our model is finely tuned with financial-sector data and insights, ensuring outputs are highly accurate and perfectly tailored to industry-specific demands.

Efficiency. Focusing on a narrower set of tasks allows our Finance-specific model to process queries and generate outputs more efficiently. They require less data to train effectively because the data is highly relevant, which often leads to faster training times and quicker implementation.

Efficiency

Focusing on a narrower set of tasks allows our Finance-specific model to process queries and generate outputs more efficiently. They require less data to train effectively because the data is highly relevant, which often leads to faster training times and quicker implementation.

Compliance. Designed with financial regulatory constraints in mind, our model minimizes compliance risks, making it ideal for finance environments with strict regulatory standards.

Compliance

Designed with financial regulatory constraints in mind, our model minimizes compliance risks, making it ideal for finance environments with strict regulatory standards.