Case Studies Building a wealth of investment research coverage and quality

Edit This Case Study Record

	Building a wealth of investment research coverage and quality

Building a wealth of investment research coverage and quality

Technology Category	Analytics & Modeling - Machine Learning Analytics & Modeling - Predictive Analytics
Applicable Industries	Finance & Insurance
Applicable Functions	Business Operation Sales & Marketing
Services	Software Design & Engineering Services System Integration
Challenge	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. Read More
About Customer	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. Read More
Solution	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. Read More Log in to view content
Contents

Technology Category

Analytics & Modeling - Machine Learning

Analytics & Modeling - Predictive Analytics

Applicable Industries

Finance & Insurance

Applicable Functions

Business Operation

Sales & Marketing

Services

Software Design & Engineering Services

System Integration

Challenge

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.

About Customer

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.

Solution

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.

Impact #1	The firm achieved a 300% increase in research coverage, allowing them to provide more comprehensive insights to their clients.
Impact #2	Quill enabled the production of custom, plain-English stories at scale, available on demand, enhancing the accessibility and usability of the research.
Impact #3	The automation of research production allowed the firm to allocate resources to high-value activities, such as client engagement and higher-level content creation.

Impact #1

The firm achieved a 300% increase in research coverage, allowing them to provide more comprehensive insights to their clients.

Impact #2

Quill enabled the production of custom, plain-English stories at scale, available on demand, enhancing the accessibility and usability of the research.

Impact #3

The automation of research production allowed the firm to allocate resources to high-value activities, such as client engagement and higher-level content creation.

Benefit #1	300% increase in research coverage

Benefit #1

300% increase in research coverage

Download PDF Version

Overview

Building a wealth of investment research coverage and quality

Operational Impact

Quantitative Benefit