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USA
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Client Background
A premier global investment firm sought to automate mutual fund portfolio recommendations.
Client Need
Automate and enhance mutual fund portfolio recommendations to boost efficiency
Address gaps in investment knowledge among advisors
Leverage AI and ML technologies to provide highly accurate and personalized portfolio recommendations
Solution
We developed and implemented a cutting-edge AI-driven Robo-Advisory Engine (RAE), achieving transformative results:
Overview of RAE: The Robo-Advisory Engine is a set of microservices designed to construct mutual fund portfolios as an automated wealth advisory tool. It ingests financial goals such as target amount, investment duration, risk appetite, investment amount, and periodicity of investment. Based on these inputs, it constructs portfolios tailored to meet the stated investment criteria.
Microservices Suite: Created a suite of microservices leveraging AI and ML to automate personalized mutual fund portfolio recommendations.
Database Integration: Integrated with the firm’s intelligent portfolio generation database for data-driven, goal-aligned portfolio suggestions.
Real-Time Recommendations: Enabled real-time personalized recommendations, empowering Independent Financial Advisors (IFAs) to deliver tailored advice.
Enhanced User Engagement: Improved client satisfaction through precise and relevant advisory solutions.
Realized Benefits
Enhanced the precision and relevance of advisory recommendations by 30%, elevating service quality
Streamlined workflows, enabling 50% faster client interactions and decision-making
Strengthened the capabilities of IFAs, enabling them to provide tailored, high-value investment solutions
Monetized the firm’s internal investment advisory expertise, unlocking new revenue opportunities
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