Delfi

Turning balance-sheet analysis into decisions

Delfi helps financial institutions analyze their balance sheets and evaluate strategic options. Overwatch Essentials provides simulations and risk reports; predictive tools model possible outcomes; Delfi Exchange presents financial instruments that institutions can use to execute a strategy. An AI interface lets users explore their institution’s financial position in natural language. The platform is operating with credit unions and other financial institutions and has facilitated more than $100 million in transactions, according to its financing materials.

Treasury, finance and asset-liability teams at banks and credit unions use Delfi to run scenarios, assess risk and compare hedging or funding options. The workflow links analysis to a marketplace of financial products, so an institution can move from understanding its exposure to selecting an instrument and executing a transaction.