{"id":1996,"date":"2023-12-18T22:59:15","date_gmt":"2023-12-18T22:59:15","guid":{"rendered":"https:\/\/arria22stg.wpengine.com\/blog\/?p=1996"},"modified":"2023-12-19T02:42:37","modified_gmt":"2023-12-19T02:42:37","slug":"how-a-global-asset-management-firm-uses-ai-to-automate-client-reporting","status":"publish","type":"post","link":"https:\/\/www.arria.com\/blog\/how-a-global-asset-management-firm-uses-ai-to-automate-client-reporting\/","title":{"rendered":"How a Global Asset Management Firm Uses AI to Automate Client Reporting"},"content":{"rendered":"\n

One of the largest asset management firms in the world, with over $4 Trillion in Assets Under Management (AUM), integrated AI into its processes to automate fund performance commentary reporting. Providing clients with timely and personalized portfolio performance reporting has become increasingly cumbersome for many investment firms. Manually writing thousands of commentary briefs comes at a high cost – accuracy and productivity suffer. Experts spend more and more time producing essential updates, limiting the capacity for more strategic analysis benefiting clients. 

For this leading firm, report automation became a priority. By integrating natural language technologies into current workflows, the organization automated the key human tasks: analyzing volumes of data and writing timely summaries and reports, extracting portfolio insights from data, and generating written commentary tailored to each investor’s interests. <\/p>\n\n\n\n

How Natural Language Generation Turns Data Into Narratives<\/strong> <\/h2>\n\n\n\n

Natural Language Generation (NLG), a form of artificial intelligence, automatically turns data into readable narratives like a human would write, and it does so in minutes rather than days. The narratives reflect accurate data-driven insights. As the natural language technology leader, Arria supplies AI solutions to financial enterprises and other data-intensive sectors. <\/p>\n\n\n\n

This investment firm batches data using a direct API call and sends it to Arria. Instead of thousands of human analyst hours, the firm produces thousands of investment commentary reports in minutes. In addition, Arria\u2019s rules-based language models deliver 100% accurate narratives from the firm\u2019s portfolio data. This accurate, automated reporting frees the firm\u2019s experts to do the essential human work, focusing on adding value to the core aspects of the business.<\/p>\n\n\n\n

Natural Language Technology Accelerates and Improves the Analysis and Reporting Process <\/strong><\/h2>\n\n\n\n

Using Arria\u2019s capabilities in data analysis and natural language generation allowed the firm to produce accurate and readable commentary tailored to each fund automatically. By building Arria\u2019s API into their existing processes, the firm smoothed the creation and delivery of stakeholder updates.<\/p>\n\n\n\n

The specific benefits the firm received after integrating Arria:<\/p>\n\n\n\n