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Financial Services

Embrace automation and drive digital transformation to succeed in today’s complex financial world

Scalable automation solutions for financial services

Financial services firms are under pressure, facing new and complex regulations, changing customer expectations, an ever-increasing amount of data and new, disruptive technologies. Automation can transform the way you operate, streamlining workflows, digitizing previously manual operations and enabling you to thrive in this new financial world.

Ensure compliant reporting

Ensure compliant reporting

Automate the writing of financial reports, removing the risk of error in manual writing to ensure accuracy, consistency and compliance. 

Drive business growth

Drive business growth

Unlock new opportunities for business growth, by empowering your teams to make smarter decisions based on accurate data insights.

Accelerate digital transformation

Accelerate digital transformation

Modernize workflows to transform how your business operates in today’s digital world.


Applications to support your specialist financial reporting needs

Take advantage of the latest NLG innovations with our suite of AI tools designed to support specialist financial reporting. Designed for enterprise-level, high-volume applications, our solutions will enable you to drive automation across your business.

Fund performance reports

Streamline the generation of fund performance reports, empowering portfolio managers to focus on qualitative decision making, to support overall fund strategy and market vision. Our NLG solution automates comments on fund performance based on calculated performance and client profile data. 

Includes pre-packaged tools for:

  • Fund performance & investment reports
  • Equity research reports 
  • Credit research reports 

Risk and compliance reports

Interprets large, complex data sets (internal and external) to provide consistency checks, analyse financial data and highlight potential risks; automating the generation of client risk reports, credit proposals or annual review reports. 
    
Includes pre-packaged tools for the automation of core compliance reports:

  • Credit risk 
  • Customer risk
  • KYC
  • AML / fraud
  • Suspicious activity 

Performance reports

Make sense of the vast amount of business performance data, to quickly and clearly understand performance vs. objectives. 

Augmented Financial Analyst includes pre-packaged tools for the automation of core performance reports:

  • Sales
  • Margin
  • KPI analysis
  • Management reports

Augmented Financial Analyst can also be utilized as an extension for leading Business Intelligence and data visualization dashboards. In one click, you can add written narrative to explain and provide context to charts, data and analysis.
 

Company financial reports

According to Deloitte, finance teams currently spend half of their time writing reports, leaving limited time for analysis, interpretation, decision making and communicating with the rest of the business.* With Augmented Financial Analyst, you can change this and enable your teams to spend more time on valuable strategic work, interacting with and supporting decision making across the business. 

Includes pre-packaged tools for the automation of core financial analysis reports:

  • P&L 
  • Balance sheet
  • Cash flow
  • Sales performance 
  • Budget

 

*Deloitte analysis – “Crunch time 7 – Reporting in a digital world”, 2018

Virtual sales assistant

Enhance customer experience by understanding their needs, personalizing recommendations and answering their queries. Smart Personal Advisor’s virtual sales assistant will power communications and facilitate dialog across all channels. 

Generate tailored customer communications, including SMS, email or notifications through your existing banking app. Automate conversations using our advanced chatbot functionality, which can directly sell products or services (within agreed parameters) or which will organize qualified meetings with the appropriate customer relationship manager. 

  • Tailored customer communications via SMS, email, banking apps, notifications 
  • Automated dialog via e-sales assistant (chatbot)
     

Personalized sales coach

Improve sales performance by empowering your sales and support teams with accurate and personalized customer information. Smart Personal Advisor connects to your CRM, providing written insights based on customer data to enable your sales teams to identify sales opportunities and have the right conversations with customers, in the right place at the right time. 

View profile summaries for every customer within your existing CRM platform, which will include a personalized sales approach based on the client’s data and context. Yseop ‘coaching’ is also available, which will prioritize opportunities, offerings and commercial rebounds and include personalized sales pitches or responses to claims or objections. Then get insights to help you prepare for meetings, as well as tailored coaching and meeting minutes. 

  • Meeting preparation notes and minutes
  • Customer profile summaries and personalized sales pitches 
  • Tailored sales coaching, with prioritization of opportunities and offerings 
  • Bespoke answers for customer claims or objections 
     

Fully customized solution

Can’t find the solution you’re looking for? With our bespoke NLG technology, Yseop Compose, we can build fully tailored applications to meet your specific business needs. Find out more.

Significantly reducing the time spent on financial analysis for a global banking group

Automating financial analysis for the credit department within the retail banking division of one of the largest banking groups in the world.

View case study
25% of the credit annual review writing was automated
30 minutes saved on each analysis through automation
16,000 reports produced each year by more than 200 analysts

Helping you get the most out of NLG

Our NLG tools can transform the way people work, for the better. We will help you implement and manage NLG, as well as support users with training and other services to ensure you make the most of the technology and drive tangible business value.

Revolutionize the way you work, today

Whether you are looking for help to identify your first business use case, or have a specific need in mind, we can help you seize the opportunities of this next generation AI technology and drive real business improvement. Get in touch today to join the NLG workplace revolution. 


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