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The Drawdown: Todd Moyer, Confluence

Sep 05, 2024

Todd Moyer, Confluence’s President and Chief Operating Officer, recently spoke with The Drawdown about Confluence Rex.

Confluence Rex is our advanced AI-driven solution that revolutionizes the reconciliation process for regulatory reporting by using Large Language Models (LLM) to automate data reconciliation between tailored shareholder reports and other financial documents, pinpointing discrepancies in language and numeric information and delivering significant efficiency, accuracy and cost savings in the reconciliation process.

About Confluence® Technologies

Confluence is a global leader in enterprise data and software solutions for regulatory, analytics, and investor communications. Our best-of-breed solutions make it easy and fast to create, share, and operationalize mission-critical reporting and actionable insights essential to the investment management industry. Trusted for over 30 years by the largest asset service providers, asset managers, asset owners, and investment consultants worldwide, our global team of regulatory and analytics experts delivers forward-looking innovations and market-leading solutions, adding efficiency, speed, and accuracy to everything we do. Headquartered in Pittsburgh, PA, with 700+ employees across North America, the United Kingdom, Europe, South Africa, and Australia, Confluence services over 1,000 clients in more than 40 countries. For more information, visit www.confluence.com.

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