At XFinLabs we’re revolutionizing industries with AI-driven solutions that streamline complex processes, reduce risk and empower professionals with actionable insights. Such change is incredibly disruptive to existing work-flows and care needs to be taken by companies looking to leverage an AI first strategy. XFinLabs is a partner that can help you on this journey. Our suite of tools and solutions are designed to be customized for your business and individual use cases. Below are a few examples of how private AI solutions have helped companies in various markets and business sectors.

Use Cases

Financial Services

Due Diligence Automation

XFinLabs MakoIQ is a custom built AI solution designed specifically for helping financial professionals simplify the due diligence process and enhance compliance.

  • Automated Document Handling

    Upload due diligence templates, PPMs, prospectuses, and audit reports. MakoIQ automatically populates them, eliminating manual input errors and saving valuable time.

  • Red Flag Indicators & Web Data Extraction

    Set custom red flag indicators to alert you of potential risks. MakoIQ continuously scans the web for articles, reports, and regulatory filings relevant to:

    • The specific investment offering you’re evaluating.
    • The parent company or affiliates behind the product.
    • Market and sector trends such as non-traded REITs or regional property markets.

  • Data Extraction & TAMP Integration

    MakoIQ pulls key data from client investment statements, including balances, transactions, and asset allocations, integrating them into TAMP models. Gain insight into billable assets, automate rebalancing, and streamline reporting, helping you provide superior client service.

  • Cross-Referencing Under Reg BI

    Stay compliant with Regulation Best Interest (Reg BI). MakoIQ cross-references investment products to ensure they align with regulatory requirements and client objectives. Assess suitability, identify conflicts of interest, and ensure accurate disclosures are made every time.

With MakoIQ, financial professionals can confidently automate workflows, ensure compliance, and make informed investment decisions.

Healthcare

Real-Time Patient Insights

Our healthcare solutions bring AI-driven efficiency to managing patient data, ensuring doctors deliver faster and more accurate care.

  • Real-Time Lab Work Analysis

    The AI scans incoming lab results and cross-references them with medical records and doctor’s notes for real-time insights into patient health.

  • Priority Alerts

    Flag critical conditions like high cholesterol or diabetes risk and automatically prioritize these for physician review, ensuring timely and targeted interventions.

  • Enhanced Diagnosis & Treatment

    By analyzing patterns and trends in patient data, our AI assists in creating more accurate diagnoses and suggesting personalized treatment plans.

Our healthcare AI empowers medical professionals to make better decisions faster, improving patient outcomes and care quality.

Property Management

Administrative Operations & Reporting Automation

Streamline your property management operations with AI technology designed to reduce costs, increase efficiency, and improve tenant services:

  • Administrative Process Automation

    Automate routine tasks like rent collection, maintenance requests, and tenant communications. Free up your team to focus on strategic initiatives rather than daily tasks.

  • Comprehensive Reporting

    Gain real-time insights into property performance, maintenance costs, and tenant occupancy rates. Generate easy-to-read reports to support data-driven decision-making.

  • Cost Savings & Efficiency

    By automating administrative functions, your firm can cut operational costs while delivering enhanced service to tenants, creating a more efficient and responsive property management operation.

With our AI solutions, property managers can reduce labor costs, optimize workflows, and ensure tenant satisfaction through efficient management tools.

Enterprise

RFP Process Automation

Boost your success rate in competitive bids with AI-powered RFP solutions designed to automate and optimize the entire proposal process.

  • Complete RFP Responses

    Let AI handle the heavy lifting. By analyzing past RFPs and winning metrics, our system automatically generates responses tailored to the specific needs of your target audience.

  • Project Plan Development

    Alongside RFP responses, the AI builds detailed project plans with timelines, milestones, and resource allocations, giving your bid the professional edge needed to stand out.

  • Cost Estimates

    Leverage historical data to produce precise cost estimates that factor in labor, materials, and market fluctuations, making your bids both competitive and profitable.

Streamline your RFP process with AI-driven insights, reduce manual effort, and increase your chances of winning more contracts.

Transform your industry with AI-driven solutions from XFinLabs. From financial services to enterprise operations, healthcare, and property management, our tailored AI technology helps you streamline workflows, reduce risk, and make faster, more informed decisions.

Ready to see how AI can transform your business? Contact us today!