CASE STUDY

AI based Expert investment advice tailored to your needs

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.

About Company

A 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.

AI based Expert investment advice tailored to your needs

Overview

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.

Challenges

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.

Implementation

AI based Expert investment advice tailored to your needs

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

AI based Expert investment advice tailored to your needs

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

AI based Expert investment advice tailored to your needs

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

AI based Expert investment advice tailored to your needs

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

AI based Expert investment advice tailored to your needs

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

AI based Expert investment advice tailored to your needs

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

Solution

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.

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Key Deliverables

Trust-building

Intuitive engagement platform
delivered hyper-personalized
client experiences

Enhances decision-making

Delivered relevant investment information resulting in high levels of client satisfaction

Productivity

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

Cost effective

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

Client Results

The impact we’ve had

At Sparity, we’ve served as a strategic partner for hundreds of the fastest-growing B2B companies.

Learn more about how we help our clients accelerate their growth.

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