实例探究 > Building a wealth of investment research coverage and quality

Building a wealth of investment research coverage and quality

公司规模
1,000+
国家
  • United States
产品
  • Quill
技术栈
  • Intelligent Automation
  • Artificial Intelligence
实施规模
  • Enterprise-wide Deployment
影响指标
  • Customer Satisfaction
  • Digital Expertise
  • Productivity Improvements
技术
  • 分析与建模 - 机器学习
  • 分析与建模 - 预测分析
适用行业
  • 金融与保险
适用功能
  • 商业运营
  • 销售与市场营销
服务
  • 软件设计与工程服务
  • 系统集成
关于客户
The customer is a leading financial services company that advises clients on various aspects of finance. The company leverages an investment research platform that provides an objective view of over 20,000 companies worldwide. Investors can use interactive visualization tools within the platform to analyze and make comparisons to guide their decisions. The firm employs a team of analysts responsible for writing insights to accompany these charts. The company aims to provide high-quality, consistent investment research to its clients, helping them make informed decisions.
挑战
A leading financial services company needed to streamline the production of investment research analysis. The company had a high volume of companies requiring research and needed to maintain a consistent voice and level of detail across all research. The existing process was time-consuming and resource-intensive, limiting the firm's ability to provide comprehensive coverage and high-quality insights. The firm sought a solution to automate and enhance the production of investment research to improve efficiency and consistency.
解决方案
The financial services firm turned to Narrative Science’s intelligent automation platform, Quill, to automatically generate investment research in succinct and accurate stories. Quill enabled the firm to exponentially increase the coverage of high-quality investment research by producing more research than was previously possible. The platform improved the consistency and quality of the research, allowing the firm to maintain a branded voice and tone across all regions. By utilizing Quill, the firm freed its teams to focus on client engagement and higher-level content, enhancing overall productivity and client satisfaction.
运营影响
  • The firm achieved a 300% increase in research coverage, allowing them to provide more comprehensive insights to their clients.
  • Quill enabled the production of custom, plain-English stories at scale, available on demand, enhancing the accessibility and usability of the research.
  • The automation of research production allowed the firm to allocate resources to high-value activities, such as client engagement and higher-level content creation.
  • The consistent branded voice and tone across all regions improved the firm's ability to deliver a unified and professional message to clients.
  • The use of Quill enhanced the firm's digital expertise, enabling them to leverage advanced technology for better decision-making and client service.
数量效益
  • 300% increase in research coverage

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