Confluence Technologies, a global leader in regulatory, analytics, and investor communications solutions, has been named ‘Best AI-Based Solution for Data Quality’ at the inaugural AI in Capital Markets Awards 2025. The award recognizes the firm’s Rex platform, an AI-driven system that streamlines and automates the regulatory reporting process for investment managers.

Presented by A-Team Group, the AI in Capital Markets Awards celebrate data and technology providers delivering measurable value through artificial intelligence and machine learning across trading, risk, compliance, and operations. Winners were selected for demonstrable innovation, adoption, and client impact.

Confluence’s Rex platform was recognized for its use of AI to improve data integrity, timeliness, and adaptability across rapidly evolving regulatory frameworks. By automating complex data consistency and reconciliation checks, Rex reduces operational burdens and compliance risks while giving asset managers greater transparency and control.

“AI is transforming how investment firms manage data quality at scale,” said Kathleen Keenan, Chief Product Officer at Confluence. “With Rex, we’ve built an intelligent layer that streamlines validation across complex reporting patterns, helping clients achieve higher accuracy and faster turnaround with less manual intervention. This award underscores our commitment to applying advanced technology in ways that directly improve regulatory outcomes.”

The recognition follows Confluence’s continued investment in AI-driven solutions that enhance the precision and reliability of fund reporting. Rex integrates seamlessly with Omnia, Confluence’s enterprise data platform, to provide clients with end-to-end control from data preparation through to regulatory submission.

For more information about Rex, visit confluence.com/solutions/confluence-rex. To learn more about Confluence’s perspective on AI in financial services, see 5 Things to Consider When Using AI in Financial Services. To see the list of winners, visit the AI in Capital Markets 2025 Awards page.

About Confluence

Confluence is a global leader in enterprise data and software solutions for regulatory, analytics, and investor communications. Trusted for over 30 years by the largest asset service providers, asset managers, asset owners and investment consultants worldwide, Confluence’s technology and expert teams add efficiency, speed and accuracy to mission-critical reporting and insight generation. Headquartered in Pittsburgh, with 700+ employees serving 1,000+ clients in 40+ countries, Confluence supports firms across North America, the UK, Europe, South Africa and Australia. Learn more at confluence.com.

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