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

Integrating GenAI with domain expertise for report generation freed up expert’s time for strategic analysis, reduces errors for greater accuracy, and accelerates the identification of key recommendations for boosting agility.