We're introducing the Finsight Client Opportunity Assistant, the first solution in Finsight's new Palantir Accelerators offering.

Built on Palantir Foundry and AIP, the accelerator helps capital-markets teams identify and explain actionable client opportunities by connecting information that is often spread across multiple systems.

It brings together client context, portfolios and positions, market observations, firm inventory, product eligibility, preferences and restrictions, then applies governed business logic to identify opportunities such as reinvestment, hedging, concentration, liquidity, inventory match, new issues, relative value and cross-sell.

A salesperson can ask:

“Why should I speak with Phoenix today?”

The assistant resolves Phoenix to the appropriate client, evaluates the current opportunities and explains the supporting evidence.

It can also work across the broader client population:

“List the top 10 opportunities across all active clients today.”

The assistant can identify active clients, run opportunity discovery across them and produce a prioritised cross-client summary.

Much of the thinking behind Finsight AI-Foundry did not start as a product. It started as a long-running research and engineering series — still ongoing, with new posts published regularly — written in public by our founder, Linxiao Ma, on Data Ninjago, under the category AI-Native Financial Data Foundation. Thirty posts and counting.

If you want to understand why AI-Foundry is designed the way it is — not just what it does — that series is the place to look, and the place to keep looking as the architecture evolves.