AI-powered strategic enterprise wide implementation for a GIC
CLIENT: GLOBAL IN-HOUSE CENTER
USE CASE: FIXED INCOME AND EQUITY FUND ANALYSIS
- 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.
- 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.
- 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.
Manual effort saved in report generation
Time taken to generate reports vs 2 hours
Less resource utilization