Between no-cost Essentials and premium Overwatch, institutions trust Delfi with over $1.7T in assets

Delfi, a financial technology company, announced today that in the nine months since its launch at FinovateFall 2024 where it won “Best of Show,” twenty-one financial institutions representing more than $1.7 trillion in total assets are now live on Delfi Overwatch or Essentials, its AI-powered platform designed to help institutions manage interest rate volatility with clarity and speed. These institutions range from smaller sub-$100 million community banks to $80 billion international banks to large asset managers with more than $1 trillion in assets.

“Delfi has been a valuable strategic tool for our ALCO committee and for informing our longer-term strategy in building a balance sheet that can provide stable earnings for the bank. Without the Delfi engine as a backbone to our decision making, we would have continued to rely on intuition to guide our balance sheet strategy [causing] us to leave behind valuable earnings,” said the Director of Financial Strategy at a major community bank.

By offering industry-leading analytics on demand with no cost or complex implementation, Delfi Essentials helps raise the baseline of risk management for banks, credit unions and other users with zero risk. Delfi Overwatch, the premium subscription version of Delfi Essentials, adds advanced market-implied probabilistic interest rate modeling and an AI co-pilot that surfaces emerging risks and recommends optimal strategies, enabling financial institutions to manage balance sheet risk proactively through real-time, forward-looking strategic decision making.

“The accelerated adoption of Delfi’s award-winning technology proves that banks and credit unions no longer want to rely on magical thinking to make important and timely decisions on interest rate risk,” said Dr. Daniel Ahn, Co-founder and CEO of Delfi. “Our platform is bringing CFOs into a new ‘Moneyball’-era for asset-liability management.”

About Delfi

Based in New York, Delfi provides AI-enabled strategic balance sheet and portfolio optimization solutions for financial institutions. With funding from investors including bank consortiums, asset managers, and insurance companies, Delfi leverages its team background in financial research, U.S. policymaking, and leading Wall Street banks and consultancies to pursue its mission of enabling AI-native capital market solutions to enterprises of all sizes. For more information, visit www.delfi.co.

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