AI-backed automated Portfolio Reporting for a Global Financial Services Firm

CLIENT: A FINANCIAL SERVICES FIRM 
USE CASE:  PORTFOLIO ANALYSIS

 

 

CHALLENGE

  • In a highly saturated and competitive market, providing service differentiation is quite challenging. There is a need for a system which could effectively address key insights for every customer regarding their portfolios. But preparing effective personalised reports for each customer on a monthly basis, would involve significant human effort.

SOLUTION

  • Phrazor, vPhrase’s AI based platform converts data into key insights in natural language. Its advanced analysis, interpretation capabilities produces high-quality, ready-to-consume reports.
  • Phrazor takes into consideration all the asset types in a customer’s portfolio to evaluate its performance and recommendations.

BENEFITS

  • The analysts deployed for preparing detailed reports are freed up to work on other projects. This effectively lead to savings in cost and human resources.
  • Generating personalized reports helps customers understand their investments better which leads to increased number of transactions.

IMPACT

1.25 lacs
Personalized client statements generated

9 %
Increment in trade transaction due to report
linking with trade execution

2340 hours
Man hours saved in customer portfolio
restructuring activity in a month

This is one of the many use-cases which Phrazor executes in the banking and insurance industry. To learn more about how Phrazor can help you, write to us.