AI at BetaNXT

Most technology providers build AI around what is technically possible. BetaNXT builds AI around what is operationally essential—and four principles define how we do that.

• Innovating with intention. Every AI feature we build is anchored to a specific workflow pain point, ensuring that what gets built is what operations teams can actually use—not what looks impressive in a demo.
• Delivering AI that already knows your business. General-purpose tools don't understand the specific demands of financial services operations. BetaNXT's institutional expertise, proprietary data, and deep domain knowledge mean our AI starts with a built-in advantage—already knowing your industry, your needs, and your operational realities.
• Democratizing access to insights. In most firms, data-driven intelligence is limited to teams with technical skills. Our natural language interfaces and curated data models make it possible for operators, advisors, and leaders to query, explore, and act on intelligence directly—without technical help.
• Building for fast movers and future builders. Whether you need production-ready AI solutions today or want to build proprietary capabilities on top of enterprise infrastructure, InsightX is designed to serve both—with pre-built solutions for fast deployment and an open platform layer for firms ready to build.

AI is embedded into a growing range of products and processes across BetaNXT. For example, we use AI models to process complex regulatory and investor-facing documents—including proxy statements, prospectuses, and corporate action communications—extracting, classifying, and validating information at scale. We also utilize AI in our code review processes to accelerate developer productivity and enhance code quality. InsightX, our enterprise AI platform, brings this powerful intelligence to operators, advisors, and leaders as well as data and technology teams, through three capabilities: Data Studio (self-service dashboards and visualization tool), Compass (natural-language operational intelligence chatbot), and Solutions Hub (complete, production‑ready AI solutions).

BetaNXT works with many of the industry's leading firms, including some of the biggest broker-dealers, wealth managers, asset managers, and corporate issuers. Our clients collectively manage trillions of dollars and millions of transactions every day, and they rely on BetaNXT's technology and innovation to run and grow their businesses.

Responsible AI at BetaNXT means it is used as a force for innovation and trust—not a source of risk or uncertainty. As AI becomes increasingly embedded in financial services technology, we are committed to ensuring our systems are transparent, explainable, and governed with integrity. Our AI Governance Framework, informed by globally recognized external standards including the National Institute of Standards and Technology AI Risk Management Framework (NIST AI RMF) and ISO/IEC 42001, establishes clear accountability, rigorous lifecycle oversight, and ethics by design across everything we build. Whether for internal operations or client-facing solutions, responsible AI is not an afterthought at BetaNXT—it is designed to be foundational to how we operate. For more details, read our full commitment and governance framework.

BetaNXT maintains industry-leading security standards, ensuring the highest level of data protection for our clients. For more details on our data protection, please refer to the InsightX FAQ.

No. Your firm's data is never used to train the InsightX platform's underlying AI models or shared with any other client or third party. Your data remains yours. InsightX-powered AI capabilities are built on BetaNXT-curated models trained on industry data, not on your proprietary client or operational information.

AI is only as good as the data it runs on—which is why InsightX is built on DataXChange. DataXChange is BetaNXT's cloud-native governed data platform—and the underlying engine that makes AI possible. It creates a single source of real-time data across an enterprise, modeled by domain experts and defined consistently across teams. Without this foundation, AI tools produce unreliable outputs. With it, AI can learn, adapt, and deliver insights users can trust and act on. DataXChange accelerates data modernization and innovation efforts for firms at every stage of maturity.

Data modernization is a critical first step for successful AI. Our own benchmarking research on Data Modernization found that many wealth and investment firms rushed to deploy AI and GenAI—only to discover their underlying data foundation couldn't support the technology. Fragmented data, inconsistent definitions, and poor data quality don't just limit AI performance; they amplify errors at scale. BetaNXT's platform is designed to address both layers: modernizing the data foundation and layering AI capabilities on top of it, so firms don't have to choose between fixing the foundation and moving forward

BetaNXT's InsightX AI platform and solutions target the manually intensive workflows that consume the most time and carry the highest risk of error—including document processing, data validation, regulatory compliance, and corporate actions management. We also focus on opportunities for adding tangible business value through intelligence—such as helping advisors and their managers identify attrition risk early with predictive analytics so they can take proactive action. As we expand to address a growing number of workflows, the goal is always to bring intelligence to the user, not add another system to manage.

BetaNXT's InsightX AI platform leverages a combination of BetaNXT-sourced and -curated datasets, client-curated content and data, and industry and regulatory standards to deliver a rich intelligence experience with maximum relevance and precision. Curated Domain Packs (such as Stock Record, Order Data, and Market Data) bring together all of the data elements required to support a specific business domain, including structured datasets, applicable unstructured content, and the semantic models that define the domain's business meaning. By organizing data this way, Domain Packs provide a single, trusted data layer that InsightX uses across discovery, prompting, workflows, and context grounding.

Yes—and this is a deliberate design priority. InsightX's Compass chatbot enables natural-language queries, so any user can ask questions of their data without writing SQL or knowing how the underlying models work. Data Studio's intuitive self-service interface lets business users build their own dashboards and visualizations within the safe boundaries of curated datasets, such as an advisor identifying at-risk clients, or an ops manager reviewing exceptions. AI at BetaNXT is built to democratize access to intelligence across your entire organization, not just your data team.

No. BetaNXT's platform is designed to layer into your existing infrastructure, not replace it. Our modular architecture means you can adopt specific capabilities—whether that's InsightX, DataXChange, or individual Solutions Hub offerings—without overhauling your tech stack. Compass can be deployed as a standalone tool or embedded within your existing interfaces. You have the flexibility to choose the data domain packs that best fit your needs. Our deployment model is built for flexibility, so you can start where you'll see the most immediate value and expand from there as your needs grow.

Our AI investment is focused on four areas: data aggregation, workflow automation, business intelligence, and predictive analytics. In 2026, we will launch the InsightX Compass operational intelligence assistant and API, our attrition risk predictive analytics solution, and more. We're planning to expand our Solutions Hub offerings to bring additional AI-powered capabilities to clients. We also anticipate new solutions coming out of our AI Innovation Lab accelerator, focused on solving firms' most pressing needs.