International Financial Institution

Democratizing Market Intelligence: A GenAI-powered Assistant helping portfolio managers to review market reports, provides an interface for interaction with preferred reports, enables targeted queries and cross-referencing

Challenge

• Portfolio managers today navigate a sea of financial market reports, requiring advanced tools to effectively extract relevant information from a high volume of reports and data received daily from multiple sources
• Cross-Referencing of Market Insights from Diverse Financial Institutions for Portfolio Managers
• Categorize reports based on their content and relevance to specific investment strategies
• Time spent poring over reports detracts from strategic activities like identifying emerging trends, conducting in-depth research, and formulating sophisticated investment strategies

Solution

• Developed a chatbot powered by Generative AI augmented with the latest available market reports
• Intuitive UI enabling targeted queries on selected reports and cross-referencing insights between reports
• The ETL pipeline was implemented to ingest and process the market reports

Business Impact

• Portfolio managers are able to customize their queries and ask specific questions, even referencing multiple reports if needed
• Centralized access: Portfolio managers can interact with their preferred market reports through a single interface
• Facilitates cross-referencing: Solution allows easy comparison of information from multiple reports
• Key insights are presented concisely summarised, alleviating the volume of reports