Financial institutions are leading the big data transformation; acquiring and using data in order to better understand their customers, markets and opportunities for growth. Firms now have the opportunity to leverage this increasingly valuable data to improve performance, customer relationships and profitability. The scale of this data, however, has become overwhelming. So much so that the promise of big data has become the problem of big data.
Existing tools are too difficult and time-consuming to use effectively. While charts and graphs provide pictures of data, it’s hard to quickly glean the insight needed to make better decisions about your business, from enhancing the customer experience to identifying new revenue opportunities. And, by the time it takes even the best team of analysts to turn the numbers into performance reports or customer communications, the data is often outdated.
Quill provides a new approach to understanding data—one that evaluates and gives voice to insights as it discovers them in the data, delivering solutions that financial institutions can use to make better decisions and craft relevant communications, not just run analysis.
Drive customer loyalty by providing clients with up-to-the-minute, custom communications. Quill navigates multiple data sets to deliver clear, comprehensive reports for clients specific to their goals and priorities.
Meet the demands of increasing regulatory oversight in less time and for less cost. Standardize analysis and mandatory reporting requirements in a fully controlled and compliant manner, decreasing the time between discovery and reporting.
Generate automatic investment portfolio commentary based on attribution, risk and returns data. Reduce time-to-market for quarterly performance and attribution commentary, improve consistency from fund-to-fund and period-to-period, and increase ability to scale commentary with greater frequency and coverage. Read more about solutions for Portfolio Commentary >
Equip financial advisors and portfolio managers with custom portfolio analysis that prepares them for each client interaction in significantly less time. Provide clients with regular, mobile-friendly account performance summaries and updates, and send them proactive alerts about changes in the markets, portfolio risk levels and other relevant discoveries. Read more about solutions for Wealth Management >
Increase the coverage, timeliness and consistency of investment research without the need for additional human resources. Quill pulls from a variety of public and private data to automatically generate research updates when underlying numbers change, ensuring research is always up-to-date.
Equip compliance teams with real-time, on-demand information to aid in regulatory compliance reporting processes. Quill triggers summaries any time underlying data changes, ensuring the most accurate reporting, and allows teams to scale existing compliance efforts to increase coverage and frequency of reporting. View a Compliance report example >
Monitor sales group performance and identify ways to increase productivity through comparative analysis. Quill auto-generates summaries at the state, regional and district levels to deliver comprehensive reports on how to progress toward their goals. Read more about solutions for Sales Performance >