AI-backed automated Portfolio Reporting for a Global Financial Services Firm
CLIENT: A FINANCIAL SERVICES FIRM
USE CASE: PORTFOLIO ANALYSIS
- 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.
- 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.
- 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.
Personalized client statements generated
Increment in trade transaction due to report
linking with trade execution
Man hours saved in customer portfolio
restructuring activity in a month