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Financial institutions are under increasing pressure to meet customer demands for timely, accurate and transparent reporting while simultaneously balancing regulatory requirements. Customers expect easy-to-understand portfolio performance results and recommendations, personalized products and superior service, and if not routinely delivered, they will take their business elsewhere.
With the right data, analysis and insight at your fingertips, you will be able to strengthen customer relationships and personalize product offerings, necessary in this age of informed consumers.
Equip advisors, investment managers and regulators with more frequent communication and deeper insight into investment and fund performance, risk levels and other important metrics.
Quickly scale your business by offering new and better information products that expand your market coverage, remain timely and embody your brand.
Arm your investment managers and financial advisors with customized portfolio intelligence that prepares them for every client interaction in significantly less time.
Provide clients with regular, mobile-friendly account performance summaries and updates, and send proactive alerts regarding imbalances, changes in risk and other important discoveries.
Quill gives you the power to increase the coverage, timeliness and consistency of your investment research without the need for additional human resources. Using a variety of public and private data, Quill efficiently and responsively produces human quality research reports at machine scale. Research updates are triggered any time the underlying numbers change ensuring that your research is always up to date.
Quill reduces the time and effort required to produce Management’s Discussion of Fund Performance (MDFP) reports by half. Instead of finding and hiring writers, companies can simply feed Quill the data and automatically generate the appropriate summaries that are mandated by the SEC.
Quill automatically scans and identifies the key market events that could impact risk and produces sector reports that reflect your institution’s voice, tone and style. Not only will you be able to expand the number of sectors covered, Quill gives your analysts more time for in-depth research and analysis, and allows institutional investors who trade through the institution to generate more commissions.
Quill generates internal and market-focused stories on company performance, holdings/trading, earnings previews and recaps, stock alerts, sector wraps and industry summaries.
Quill generates, evaluates and gives voice to ideas as it discovers them in the data.
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