An investment bank automates its complex financial data and reports process to make a smarter decisions.
GenAI helped to generate credit risk reports and extract clients insights from various sources of finacial reposrts, news and publications.
Summary:
An investment financial firm aimed to optimize creating accurate and insightful financial reports which is a labor-intensive, time-consuming process. Analysts must gather data from various sources, perform complex calculations, and craft digestible narratives, often under strict deadlines.
Business Challenges
• Challenge in identifying right information within diverse documents.
• Subjective information which was acquired by analyst to translate in Machine instruction.
• Diverse industry coverage with different underlying reporting style and information representation.
CRISIL Approach
With generative solutions and CRISIL deep domain expertise CRISIL built :
• A chatbot which helped Analyst to financial documents search & synthesis and summarize information within diverse data sources.
• Assemble records from multiple datasets,
• Automatically generating reports with tailored insights and visualizations using prompt templates.
• Conduct routine computations, reconciliations, and consolidations, ensuring mathematical precision.
• Draft periodic management docs, both in numerical and narrative form, highlighting trends or anomalies.
Value Delivered