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.
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
- AML / fraud
- Suspicious activity
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:
- 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:
- Balance sheet
- Cash flow
- Sales performance
*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.
Helping you get the most out of NLG
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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