AI Case Study

DGI improves customer service by providing portfolio commentary generated using natural language processing

DGI uses Quill, a natural language generation platform developed by Narrative Science, to generate reports from portfolio attribution analysis. Quill generates natural language reports that detail each
fund’s performance, drivers of performance, and comparisons to
to indexes and benchmarks, just as a human analyst would.

Industry

Financial Services

Fund And Asset Management

Project Overview

"DGI utilized FactSet’s data analytics platform to conduct its
portfolio attribution analysis. It then seamlessly integrated
Narrative Science’s Natural Language Generation (NLG) engine,
Quill, within FactSet’s reporting environment. With Quill, DGI can
now automatically generate portfolio commentary directly within
FactSet, producing natural language reports that detail each
fund’s performance, drivers of performance, and comparisons to
to indexes and benchmarks, just as a human analyst would."

Reported Results

Automated time- and resource-intensive manual reporting tasks by freeing employees time to focus on higher value activities

Technology

Function

Customer Service

Other

Background

Disciplined Growth Investors, Inc. is an independent asset management firm based in Minneapolis, Minnesota.

Benefits

Data