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Financial institutions are leading the big data transformation; acquiring and using data to better understand their customers, markets and opportunities for growth. The scale of this data and the skills necessary to become proficient in financial reporting systems, however, has become overwhelming. So much so that the promise of big data has become the problem of big data.
Existing financial reporting software is 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the best team of analysts to turn the numbers into performance reports or customer communications, the data is often outdated.
Automatically generate portfolio commentary based on attribution, risk and returns data. Reduce time-to-market for attribution, fund performance and shareholder reports, 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 Asset Management ›
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 ›
Equip compliance and AML teams with real-time, on-demand information to aid in regulatory compliance reporting processes. Quill triggers investigation reports and Suspicious Activity Report (SAR) narratives any time underlying data changes, ensuring accuracy, consistency, and traceability, and allowing teams to scale existing compliance efforts to increase coverage and frequency of reporting. Read more about solutions for Compliance and Anti-Money Laundering ›
Provide trading desks the ability to access up-to-date intraday and end-of-day recaps at their fingertips. Summarize overall and sector performance, provide customized execution summaries and increase the coverage, timeliness and consistency of market recaps without the need for additional human resources. View a Trading Desk Recap generated by Quill ›