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.

FinView extracts relevant data from the

Underlying documents

•Addresses both problems

•Personalized communication

•Statement data extracted from client statements

•Analysis of the transactions automatically

•Messages for customers based on their profile/segment/transactions

•Mass communication

•Highlights generated automatically from underlying research reports

•Videos are generated on the clients template that follow the client brand guidelines

•Text is converted to audio

•Audio can be in the selected style

•Background music can be selected

•Push / Pull APIs to pass on analysis results to CMS

•API based handoff for:

•Research reports

•Customer statements

•Customers receive a video clip of the research highlights/statement analysis on email or on whatsapp.

FinViewCapital Quant Solutions Pvt Ltd

FinView

Capital Quant Solutions Pvt Ltd

FinView

Capital Quant Solutions Pvt Ltd

FinView
Capital Quant Solutions Pvt Ltd