Using next generation artificial intelligence methodologies, Relata filters, tracks and classifies work-related activities for clients in capital markets. The system is integrated and non-disruptive, designed to sit in the existing IT infrastructure to automatically capture interaction data across applications and business tools to generate rich, insightful engagement analytics. Relata’s set of powerful algorithms perform complex filtering and analytical functions to fulfil commercial as well as compliance use cases. Using multiple data streams, Relata automates time-consuming, non-revenue-generating tasks, such as logging the consumption of research for MiFID II, mapping productivity and inputting data into CRM systems. The technology functions across multiple electronic and voice execution venues, and includes pricing engines, market data and liquidity/pricing data, quoting management, electronic trading workflows, compliance systems, post trade automation, and integration with third party analytics and systems.