The bank’s reporting process relies on analysts with different experience levels, and less experienced ones can take up to 6 months to analyze and create reports for over 50 complex financial models.
This delays insights and holds up teams from making timely strategic decisions.
Customer Profile - Who uses Insituate?
Project Head at the SI firm. Has good understanding of finance but little technical knowledge. Has multiple business use-cases for AI copilots from different clients.
The customer selected the report generation copilot from Insituate's pre-built templates.
The AI copilot learns the bank's financial terms and report styles. It creates a solid first draft in minutes.
The AI copilot can be exported in the form of APIs that are ready to use in existing software.
Open-source models that can be deployed on-premise.
Complete control over all hyperparameters of the LLM.
Financial analysts can now easily analyze and interact with reports through the AI-powered chatbot, allowing for quicker insights and decision-making.
The bank’s data is constantly changing, with reports updated quarterly. To address this, we implemented data connectors in the Insituate platform. This allows the AI copilot to adapt seamlessly to new data from any source, ensuring continuous/ up-to-date report generation.