Real Time Fund Trade Analysis
Real Time Fund Trade Analysis
- Problem:
- An international trading firm wants to analyze a high volume of complex financial over-the-counter trade data in seconds rather than days as it typically takes. They also need emails that go back and forth amongst them, and also key RSS feeds from pertinent journals to understand what is being said about their accounts.
- Solution:
- They can install AIE as their operational business intelligence system and warehouse. It’s real-time out of the box, so there is no need to upgrade their hardware. The can now monitor email and assessment reports from inside the company, and various news feeds, journals, and research content sources from their industry. With AIE’s automatic facet generation they find new performance patterns and the alerting capabilities add SMS for their mobile staff and push content to their operational applications.
Stagnating Insurance Sales
Stagnating Insurance Sales
- Problem:
- A nationwide insurance provider needs to know why the Northeast sales region is at only 25% of its quota for the quarter, far behind everyone else, and they want to know what steps to take to fix the problem. The usual reports from their CRM don’t say much; only that sales were down for one product line more than the rest.
- Solution:
- Attivio AIE is installed to monitor email transactions amongst the sales teams and picks up on a large volume of emails that discuss one of the sales support staff. Sentiment analysis shows that most of these emails are negative in tone. A tag-cloud highlights terms that refer to this person's quality of output and general time management.
Risk Management and Opportunity Identification
Risk Management and Opportunity Identification
- Problem:
- A leading banking institution needs to search legal contracts for important terms that might uncover undo risk or exposure and, just as importantly, to discover patterns in product bundling that could be used to sell additional services to existing clients and increase the average revenue derived from new customers. Contracts are stored in multiple content management systems (CMS) and on employee desktops, and exist in multiple formats, including TIFF images.
- Solution:
- AIE indexes all contracts from all sources, including integrating optical character recognition (OCR) capabilities and provides a discovery environment with heavy emphasis on entity extraction and dynamic facet recommendation because this application requires a “discovery” approach versus a search approach. AIE’s unique ability to automatically generate facets, versus most solutions’ requirement that they be manually programmed, is a key consideration.
Financial Services
In the midst of the sub-prime mortgage crisis, when financial companies’ practices and investments are scrutinized by the public and regulators, successful firms are those with greater insight into their customers, assets, investments and market trends.
