FinView solves the following problem statements for banks, brokerages, mutual funds and insurance companies:

These financial institutions communicate with their customers by sending PDF documents in the form of statements (Bank account statement, Credit card statement, Portfolio statement, Mutual fund statement etc.) It is not easy to communicate with all customers with a personalized analysis as it is time-consuming. The customers do not have the time to read and many times the customers are not financially savvy to understand these documents.

In addition, every brokerage firm publishes research reports on stocks as a value add for the investors. Research reports are scattered on the web. The investors have multiple reports to read and limited time to read the report. There is a lot of value in the research report but the customer has limited time and lot of reports chasing him/her

FinView solves the above customer engagement problems by automating the generation of personalized and mass communication videos from the underlying PDF documents i.e. customer statements and research reports.

Underlying documents