Blogs

While everyone’s talking about ChatGPT’s Deep Research, credit professionals can take advantage of the AI revolution happening right now. Scalata.ai ’s new Deep Research feature (now in beta) represents the next evolution beyond one-size-fits-all AI tools. While general AI tools give you surface-level financial and market research, this feature transforms complex credit analysis processes from weeks to minutes. It is designed to provide users with in-depth, step-by-step resea

As someone who has spent over 25 years in financial markets and 20 years in financial services, working everywhere from JP Morgan and Barclays to Deutsche Bank and Standard Chartered, I can tell you that fintech compliance and regulation has evolved far beyond textbook definitions. After founding multiple fintech companies and spending three years building compliant generative AI from the ground up, I’ve learned that compliance isn’t just about following rules—it’s about earn

Credit risk management has always balanced speed, precision, and compliance. Scalata  redefines this balance by embedding Generative AI  at the core of credit lifecycle automation. With its proprietary AI architecture, dynamic APIs, and modular data pipelines, Scalata  reshapes how institutions manage credit agreements, underwrite loans, and generate credit memos — transforming static reporting into a continuously adaptive intelligence layer. This paradigm shift not only save

The Next Generation of Generative AI Database Schema Mapping By Scalata.ai Most financial institutions are still aligning database schemas by hand—writing custom ETL logic, maintaining brittle SQL joins, and spending 12+ weeks on each new servicer integration. The cost? Delayed deals. Compounding errors. And data infrastructure that breaks every time an upstream system changes. That bottleneck is about to disappear. The Problem No One Talks About Schema mapping—the process of

The Next Generation of Generative AI Workflows for Debt Capital Markets By Scalata.ai Most DCM teams still close syndicated loans the hard way— chasing spreadsheets, emailing PDFs, reconciling data across systems. The cost? Delayed closings. Compliance risk. Burned-out analysts. And workflows that collapse every time one lender changes a column name. That bottleneck ends here. The Problem No One Talks About Syndicated loans shouldn’t require syndicated chaos. Yet every deal s

Most banks rush AI deployment and face compliance failures. This webinar shows you a different approach. Join us for a  live session  on how to build  trustworthy generative AI  for banking and lending operations — systems that accelerate credit workflows  without  sacrificing regulatory compliance.   Live Webinar:  Wednesday, November 19th   Time:  3:00 PM ET   Register Now:   https://scalata.live/webinar-registration What You’ll Learn:  Why compliance-first architecture mat

Meetup organized by Digital Dalmatia in their beautiful new Tech Hub space. We were honored to see over 100 participants join us to learn more about Scalata from our CTO Zivko Krstic. It was incredible to see so many of you engaged, asking thoughtful questions, and diving deep into topics like RAG, agents, and how GenAI can solve complex problems.This is just the beginning, stay tuned for our upcoming workshops starting in March, where we’ll explore how to apply RAG in Financ

Our special thanks go to Frank Tallerico  and Elen Callahan  and the entire team at #sfavegas  and #structuredfinanceassociation  for the opportunity of proving a Tech demo, 4 magnificent days of exhibition and a panel presentation of #scalata . Thank you and we look forward to growing together. #credit #finance #SFA #generativeAI #fintech

🚀 Proud to Announce Our Publication in the SFA Journal 🧠💼📊We are excited to share that our white paper, “The Power of Universal LLM Data Ingestion to Build Generative AI-Powered Metadata,” has been officially published in the Structured Finance Journal.Co-authored by myself and our CTO, Zivko Krstic, this work explores how Large Language Models (LLMs) are reshaping the structured finance landscape by automating metadata generation. Traditional data workflows in credit and

What a week in San Francisco! The Scalata.ai  team, represented by Bruno  (CEO) and Zivko  (CTO), had an incredible time at the Databricks  Data + AI Summit this week. From back-to-back meetings and insightful conversations with our amazing partners at Databricks, to catching up with our finance clients, and making new connections across the AI ecosystem, the energy was next level. ✨ One big highlight: Scalata made it to the Top 8 in the Databricks Startup Challenge, out of 8

Exciting news! Scalata has been named one of the top Databricks Startup 2025. This accolade, prominently featured on the Databricks blog, underscores our unique approach and the robustness of our agent-driven AI frame work within the Databricks ecosystem. It serves as a strong endorsement of our technology and its ability to revolutionize financial workflows.The recognition, alongside our research showcased in the SFA's Structured Finance Journal, reflects the growing interes

Proud to be nominated among prominent names in the AI industry: AiHot100 #19 Scalata: AI-Driven Credit Automation - Dynamic Business dynamicbusiness.com # scalata.ai #fintech #generativeAI #databricks #credit

✅ We’re officially SOC 2 Type II Compliant! We’ve always put security, privacy, and trust at the core of everything we do. Today, we’re proud to announce a major milestone: SOC 2 Type II compliance, a gold standard for data security in the SaaS industry. 🔐 What this means: Our systems, processes, and controls have been independently audited and verified to meet the rigorous standards set by the AICPA. The audit confirms we’re not only designing secure systems, but operating

In our latest podcast episode, fintech founder  Bruno Lorenzelli  and Sales Strategist  Chris Salisbury  reveal groundbreaking generative AI strategies for the new economy.  What does it take to lead the tech revolution within the global standards for finance?   SCALABLE Excellence: Discover the innovative framework replacing outdated processes with AI-driven solutions.  HOLISTIC Solutions: Bruno and Chris discuss turning the chaotic world of financial data into cohesive fram

Scalata.ai  ads on Wall Street! 🇺🇸 We have started our first outdoor campaign in New York's financial area, directly on Wall Street. Check out our billboard! The commercials highlight  Scalata.ai 's benefits, including data security and compliance, as well as the ability to use any LLMs. Reducing manual effort from weeks to minutes. 📊 If you're nearby, keep a look out or scan to discover more:  www.scalata.ai # scalata.ai #wallstreet #finance #capitalmarkets #generativeAI

Scalata AI was proud to participate in TDWI’s July 29 webinar,  “A Generative AI Framework for Credit and Financial Markets,”  alongside Databricks and TDWI VP of Research, Fern Halper. CEO Bruno Lorenzelli  and  Sales Director Chris Salisbury  joined the panel to showcase how Scalata’s agentic AI solutions are transforming credit workflows—streamlining underwriting, improving risk modeling, and ensuring regulatory compliance. The discussion focused on: Leveraging  Databricks

Over the past year,  Generative AI (GenAI)  has shifted from headline hype to boardroom priority. What started as experiments with chatbots and content generation has quickly become a core part of enterprise strategy — driving productivity, reshaping workflows, and redefining how work gets done.Yet for many organizations, the challenge remains:  How do we move beyond experimentation to real, measurable impact? That’s where  Scalata  comes in. As an enterprise-grade  Generativ

In today’s financial landscape, professionals are drowning in a sea of data. From complex spreadsheets and legal documents to unstructured PDFs, the process of ingesting, cleaning, and analyzing information is a major bottleneck. It’s manual, error-prone, and slow, hindering the ability to make fast, data-driven decisions. But what if you could transform this chaos into clarity? What if you could ask complex financial questions in plain English and get back instant, actionabl

In the rapidly evolving financial landscape, community banks and credit unions must adapt to stay competitive and relevant. At ExchangeRobotics, we understand the significance of leveraging advanced technologies to enhance operational efficiency and customer experiences. Recent trends and insights shed light on how modern data platforms and AI are revolutionizing the banking sector. Modern Data Platforms: A Game Changer for Community Banks and Credit Unions A recent article b