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Transform your data into a better client experience

Increasing regulation, demands for transparency, competition and customer expectations—as a financial institution, your challenges grow more complex by the day. You already have the data you need to address them. Now, Quill can help you elevate the impact of your data with Intelligent Narratives.

Read about AI in financial services.

asset management narrative example

Write portfolio commentary faster, more frequently and more consistently for every equity fund and separately managed account (SMA) with Quill Portfolio Commentary. Automate and scale portfolio commentary, quarterly, monthly or on-demand.

 
 
wealth management narrative example

Help your advisors prepare for meetings and deliver a high-touch client experience at scale with Quill Portfolio Review. Get automated, personalized investment performance reports, on-demand and integrated into client and advisor-facing portals.

 
 
aml narrative example

Take the pressure off compliance and streamline the reporting process. Quill for Anti-Money Laundering generates consistent, automated regulatory Suspicious Activity Report Narratives that are traceable back to the system of record. 

Benefits

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More effective
operations

Automate manual reporting processes, increasing productivity beyond human potential.

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A better
client experience

Deliver more engaging, high-touch, personalized communications at scale.

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Regulatory
compliance

Generate consistent regulatory reporting that can be traced back to the system of record.

“With Quill we have increased the scale of our coverage—by more than 300%.”

—Credit Suisse, Credit Suisse discusses how they leverage Quill to improve investment research coverage, quality and consistency

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