Sparity leveraged AI and ML technology and built a News Analytics solution to create accurate forecasts, enhance decision-making, improve ROI and better facilitate advisors’ relationship management.

The US-based client is an investment advisory firm that serves corporations, governments, institutions, and private clients globally. It aims to helps more and more people experience financial well-being through tailored money management, industry-leading client service, global investment diversification, and illuminating insights. Client’s experienced professionals offer unbiased technical analysis by creating a conducive environment for investors.


The investment advisory client approached Sparity intending to automate their manual research process of qualitative analysis of stocks, Mutual funds, and ETFs and automate their investment advice, guidance, and personalized reporting feature. Sparity acted quickly and implemented a News Analytics solution that offers their investors detailed reports, risk factors, relevant news articles, personalized and relevant investment information so that investors can make informed financial decisions.


The existing reporting and interface systems lacked credibility, and not all reports pushed to the investors were very useful in taking action on one’s investments. Faced challenges in performing manual research for qualitative analysis of stocks, Mutual funds, and ETFs. The client needed a solution that could automate their investment advice process that offers better, personalized, and relevant information to investors to help meet their financial needs.


Text Scraping from financial services (Nasdaq news, Stocktwits) websites to extract sentiment using Python and Selenium

Text Analytics to identify Macro trends from
various internal and external data sources

Visitor Segmentation – Profiling and segmenting of customers based on Weblog/ CRM/ Sales data

Visitor Path Analytics-Visitor behavior can be understood through web visit paths to recognize patterns

Affinity Analysis-Creating correlation between products/Reports /news Items and customer persona and portfolio

Well-designed intuitive user interface that makes investing and other related activities easy for users.


Sparity leveraged AI and ML technology to implement data scraping process from various internal & external data sources and text analytics algorithms to identify macro level insights and trends which not only scan for the content but also drill down to understand the context for the keywords. Built a standalone News Analytics solution to empower the investors involved in investment advisory business or investment management with personalized, relevant, and elaborate and investment advice.

Key Deliverables


Intuitive engagement platform delivered hyper-personalized client experiences

Enhances decision-making

Delivered relevant investment information resulting in high levels of client satisfaction


10x improvement in meeting investor’s investment objectives and goals

Cost effective

Increased operational efficiency and found an operating cost reduction of 45%

Let’s get started

Delivering Result-Driven Digital Solutions
across industries

Related Case Studies

Migrating Monolithic Application to Microservices for one of the Big 4 Consulting Firms

The client is one of the Big 4 consulting firms that provide professional services like ...

Ecommerce client cuts time-to-market by 50% with Azure DevOps solution

The eCommerce client is a US-based manufacturer that operates and ships its products across.....

A leading real estate firm reduces API testing time by 60%

The real estate client picked Sparity for carrying out API testing solutions against their API .....

AI based Expert investment advice tailored to your needs

The client approached Sparity intended to automate their manual research process of a qualitative ….

Staff Performance Assessment that empowers and unlock workforce potential

The healthcare client needed to overcome most of the issues found in traditional review methods ....

Superior Asset Tracking with RTLS that saves time, money and effort

The challenge was to improve, both the delivery and the availability, of standard medical assets ...

Transforming the streaming platform landscape with DevOps

The entertainment startup, needed to build a robust architecture platform that could scale to an....

Digital Disruption in Retail through Digital Transformation

The Retail client approached Sparity with an intent to digitally transform their online platform to…