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Your financial institution is dealing with increasing client expectations, regulatory requirements and demands for transparency. To keep up in this competitive environment your data needs to be automatically transformed into something useful - intelligent narratives.
Automate portfolio commentary based on attribution, risk and returns data. Quill Portfolio Commentary reduces your time-to-market, improves consistency from fund to fund, and scales commentary with greater frequency and coverage.
Automate investment performance reports based on holdings and portfolio data. Quill Portfolio Review delivers personalized engagement at scale, enhancing the client experience by helping clients easily understand their investment performance and advisors better prepare for meetings.
Automate regulatory reports, such as Suspicious Activity Report (SAR) narratives. Quill for Anti-Money Laundering generates consistent reports that are traceable back to the system of record, so you can meet regulatory requirements.
Automate manual reporting processes, increase productivity and achieve scale.
Deliver personalized communication at scale.
Deliver consistent reporting that can be traced back to the system of record.
Credit Suisse discusses how they leverage Quill to improve investment research coverage, quality and consistency.
"With Quill we have increased the scale of our coverage – by more than 300%."
- Credit Suisse
We chose to work with Narrative Science because we wanted a really great and innovative partner to help us better serve our members.