How does Val work?
Define rules
Your team defines the calculations, disclosures, formats, and business rules that matter.
Validate at scale
Val applies those rules consistently across full populations or targeted segments.
Fix issues pre-delivery
Exceptions and anomalies are identified immediately, before issues move downstream.
Who is Val for?
Val is designed for firms managing high‑risk, high‑volume documents, workflows, and data across complex operations including, but not limited to, client communications.
What AI models does Val use?
Val uses task specific small language models designed specifically for document, data, and workflows in financial services operations. These models are optimized for applying validation logic and rules, rather than broad, open-ended content generation.
How is client data protected when using Val?
Val runs in a secure, isolated environment designed for regulated financial institutions. Client documents and validation rules are protected at all times, with controls in place to support compliance and predictable outcomes.
Is client data used to train external AI models?
No. Client data is never used to train or improve any external AI models. This eliminates the risk of data leakage or unintended data reuse.
Does Val integrate learning or automation over time?
Yes. Val supports client directed learning, allowing teams to automate exception handling and corrections over time while maintaining full control over how learning is applied.
Can validation rules be customized by the client?
Yes. Validation logic is defined and controlled by the client, allowing firms to apply the rules, disclosures, and workflows that matter most to their business.
What kinds of issues does Val identify?
Val validates logic, behavior, and format—including data calculations, disclosures, data structure, layouts, and unexpected anomalies—before documents are delivered.
How does Val fit into existing communication workflows?
Val integrates into existing production workflows as a validation layer, identifying exceptions early so issues can be resolved before delivery without disrupting downstream processes.
Does Val require changes to existing document composition systems?
No. Val does not require changes to document composition systems. It applies client defined validation rules to existing outputs.
Is Val's environment isolated by client?
Yes. Val operates in an isolated environment, ensuring there is no cross-tenant data exposure between clients. In specific, customer-agreed upon cases, multi-tenant data sets may be used.
Is Val suitable for regulated financial environments?
Yes. Val is purpose built for security, control, and predictable performance, making it well suited for firms operating under regulatory and compliance requirements.
What is the BetaNXT AI Innovation Lab?
The BetaNXT AI Innovation Lab designs and delivers AI‑native workflow solutions for financial services, moving from idea to proof of concept in under a month and reaching production within a 90‑day cycle. The Lab operates as a dedicated team alongside BetaNXT’s core product roadmap, focusing on high‑cost manual workflows and high‑value opportunities to add intelligence and enhance the user experience. It is structured to bypass the legacy system constraints and internal complexity that typically slow AI development at financial services firms.
What do you need your AI to do?
Wherever you are in your AI journey, your vision shapes our strategy. We are building the infrastructure and solutions to support broker-dealers, wealth managers, asset managers, and corporate issuers at every stage of AI maturity—with intentional innovation.
Explore AI at BetaNXT