INDUSTRY: BANKING AND FINANCE

Reporting Automation for Financial Services Companies

Win back hours in your day by regulating labor-intensive processes with intelligent automation. Deliver a consistent, objective view of the performance drivers of your data in a scalable fashion using Natural Language Generation.

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Phrazor for bfsi

Companies using Phrazor

Barclays Fidelity Happyness Factory HDFC Bank - HR HDFC Securities ICICI Lombard Motilal Oswal Reliance MF Yes Bank

Why Choose Phrazor?

Improved TAT

Improved TAT

Complete thousands of hours of manual work in just minutes with little or no human involvement. Phrazor uses NLG to power insightful financial reporting at scale.

Personalized Reporting

Personalized Reporting

Scale your financial reports with personalized commentaries and insights, tailored to the needs of specific audience - C-Level, Financial Planning & Analysis Leaders, Managers, Executives, Analysts, and more.

Operational Efficiency

Operational Efficiency

Ensure accuracy, consistency and compliance by generating standardized financial reports, eliminating the risk of errors usually involved in manual writing.

Client Testimonials

Use-cases: Phrazor provides detailed analysis and efficient reporting to deliver data-driven business insights

 

  • Monthly Report
  • AMC Performance Report
  • RM Performance Report
  • RM MIS Report
  • Merchant Sales Performance Report
  • Branch Performance Report
  • Account Opening Performance Report
  • Loan Application Report
  • Mobile & Netbanking Adoption Report
  • Cluster Performance Report
  • Sales Performance
  • Zone Performance Report

  • Portfolio Analysis
  • Goal Tracking & Performance Report
  • Expense Analysis Report
  • Mutual Fund Statement
  • Quarterly Earnings

  • Corporate Claims Report
  • Company Summary Report
  • Disclosure Report
  • Credit Risk on EMI Report

  • Credit Proposal Report
  • Fund Performance Report
  • Credit Score Risk
  • Fund Analysis
  • Lending Proposal
  • Credit Risk and Research
  • Risk Assessment Report

Looking for a specific report? Look through our list of ready-to-use report templates designed by experts from the banking and finance industry

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Insurance - Regional Sales Manager Performance Report Template
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State-wise Business Risk Analysis for Insurance Appraisal Report Template
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Loan Delinquency Analysis Report Template
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Monthly Mobile and Net Banking User Report Template
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Monthly Employee Performance as per Serviced Accounts Report Template
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Travel and Expense Analysis (Monthly) Report Template
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Business Expense Analysis vs Budget Report Template
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Insurance Agent’s Monthly Performance Report Template
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Financial Services - Market Intelligence Report Template
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Loan Disbursement Report Template
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Talent Acquisition Report Template
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Financial Services - Sales Employee Performance Report Template
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Ticket Resolution Report Template
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Asset Management Company – Monthly Sales Performance Report Template
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Customer Care Call Centre Efficiency Report Template
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Asset Management Company – Regional Sales Manager Performance Report Template
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Phishing Attacks Report Template
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Project (Individual) Performance Analysis Report Template
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Project Managers’ Performance Report Template
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Project Management Resource Tracker Report Template
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Project Management Budget Tracker Report Template
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Project Management Time Tracker Report Template
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Project Management Overview Report Template
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Senior Management Review - Projects Performance Report Template
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Talent Acquisition Cost Analysis Report Template
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Employee Satisfaction Analysis Report Template
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Attrition Rate Report Template
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Talent Acquisition Managers’ Performance Report Template
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Talent Acquisition Region-wise Performance Report Template
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Talent Acquisition Function-wise Performance Report Template
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Open Positions & Hiring Performance Report Template
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Talent Acquisition Performance Overview Report Template
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Ticket Management Supervisor (Individual) Performance Report Template
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Ticket Management Supervisors’ Ranking Report Template
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Ticket Management Agent (Individual) Performance Report Template
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Ticket Management Agent Leaderboard Report Template
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Ticket Resolution Satisfaction Report Template
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Ticket Management Division-wise Report Template
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Ticket Management Region-wise Report Template
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Ticket Management Performance Overview Report Template
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Google Analytics (Individual) Goal Conversion Report Template
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Google Analytics Goal Conversion Report Template
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Google Analytics Digital Marketing Spend Report Template
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Google Analytics User Profile Report Template
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Google Analytics Channel-wise Traffic Report Template
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Google Analytics Region-wise Traffic Report Template
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Google Analytics Session Report Template
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Google Analytics Web Traffic Report Template
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Google Analytics Web Marketing Overview Report Template
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Customer Portfolio Statement Report Template
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Talent Acquisition Manager (Individual) Performance Report Template
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CFO-KPIs Report Template
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Balance Sheet- Variance Report Template
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Receivables Management and Analysis Report Template

WHITE PAPER

Advanced natural language generation for wealth management companies

Wealth management firms have adopted the finest data analytics applications but manual processes have hindered their ability to fully leverage the financial insights of their data.

Natural Language Generation technology offers a great opportunity to overcome this drawback. By analyzing data and transforming it into easily comprehensible human-like narratives at scale, wealth management companies can deliver an advisor-like experience to its customers.



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