Convert both structured and unstructured data into scores, signals, recommendations, and domain insights.
Allow users to inquire about complex topics, grasp the context, and engage with the AI using natural language.
Transition from suggestion to implementation using autonomous systems that enhance results behind the scenes.
DataKnobs products are built to connect data, reasoning, and action. That means they do not just summarize information they help users decide what to do next.
The core framework supports various domain-specific products catering to diverse workflows, such as retail investing and regulatory analysis.
A comprehensive market intelligence system that integrates earnings narrative analysis, momentum scoring, company performance signals, and options market intent.
A feature built on top of Stocks Assistant that utilizes holdings, goals, and market signals to recommend rebalancing, entries, exits, stop-loss strategies, and tax-efficient decisions.
An intelligent tax workflow assistant that tailors processes to user profiles by gathering necessary information, processing various documents into JSON format, and directing reasoning based on user scenarios with LLM and RAG.
An all-seasons guide for individuals and families, assisting with financial decisions, retirement planning, and ongoing next steps.
Gain insight into earnings, performance, sentiment, and portfolio decisions with a cohesive market intelligence platform.
Gather information, organize content, and create personalized research and advice using profile-specific processes.
Get assistance with family finance, retirement planning, and goal setting from a reliable planning partner that is always there for you.
Review customer interactions, pinpoint common complaints, and detect possible regulatory risks.
Assist legal and compliance teams in automating workflows for accessing, deleting, and responding to privacy rights.
Examine user actions, product utilization, and purchasing trends to enhance digital effectiveness and product planning.
KreateBots powers DataKnobs products by enabling data ingestion, workflow routing, document structuring, LLM reasoning connections, and AI experience publishing on various interfaces such as web, mobile, and conversational platforms.
Transition from gaining understanding to engaging with DataKnobs to drive results. Our tailored systems deliver tangible business impacts in areas such as market analysis, tax processes, portfolio management, and strategic planning.