AI-powered strategic enterprise wide implementation for a GIC

CLIENT: GLOBAL IN-HOUSE CENTER
USE CASE: FIXED INCOME AND EQUITY FUND ANALYSIS

CHALLENGE

  • The GIC employs a huge workforce of world-class financial analysts, operators and reviewers who create fixed income and equity fund reports for US and EMEA.
  • These reports need to ensure stringent quality requirements meeting the dynamic demands of regulators and the business.
  • Generation of these reports nearly double during peak periods and the concerned teams are required to work flexible hours with availability for overtime.

SOLUTION

  • Phrazor, the AI-backed automated reporting system analyzes huge chunks of raw data and creates narrative based reports favorable for investment advisory, risk identification and overall decision-making.
  • Phrazor, automates financial spreading of information with detailed interpretation in multiple languages and document formats.

BENEFITS

  • Empowers investment advisory teams to offer advice that aligns with their clients’ investment goals.
  • Curbs the drawbacks of manual spreading of multilingual statements thus ensuring the accuracy and reliability of the spread numbers.
  • Ensures relevant, reliable and timely reporting, even during peak periods.

IMPACT

1250 hours
Manual effort saved in report generation

5 seconds
Time taken to generate reports vs 2 hours

70%
Less resource utilization

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