Once you’ve built your client profiles, it can be time consuming and difficult to keep those profiles up to date.
AI can continuously extract alternative data from millions of online sources, and can drastically reduce the time spent searching for information and updating client profiles. Not only is its sophisticated language understanding a huge time saver, it reaches hundreds of more potential sources in less time. Users are able to customize the reports generated from both traditional and alternative data sources, in order to show them exactly what they need to know about a company with just a glance.
Companies are able to employ AI automation in order to create singular, customizable reports for any company or group of companies they chose to do business with. Report information is constantly updated and enables the financier to make the best-informed decisions on the spot. It also helps the user stay up-to-date on business changes throughout the course of the client relationship.