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