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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.
Try Phrazor for free
COMPANIES USING PHRAZOR
WHY CHOOSE PHRAZOR?
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
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
Ensure accuracy, consistency and compliance by generating standardized financial
reports, eliminating the risk of errors usually involved in manual writing.
CLIENT TESTIMONIALS
HDFC BANK’S RECRUITMENT PROCESS IS STRUCTURED, STREAMLINED, SMART AND SPEEDY
“Phrazor has immensely benefited us through fast-track reporting and helped our
recruitment team save a significant amount of time and effort, by making
standard information available to all, at the click of a button. With Phrazor,
we are providing information transparency and real-time insights through reports
to all the stakeholders.’’
Ranga Subramanian
Head - Talent Acquisition
Read the Case Study
ICICI LOMBARD’S NOVEL APPROACH FOR EFFECTIVE COMMUNICATION WITH STAKEHOLDERS
“We have been using Phrazor to generate customized reports for our various
stakeholders. It is a widely accepted and appreciated platform. Moreover,
because they keep enriching it with new features.”
Siddharth Diwan
AVP - Technology
Read the Case Study
HDFC BANK’S SALES DIVISION BOOSTS PRODUCTIVITY AND EFFICIENCY ACROSS BRANCHES
“Phrazor is a powerful reporting tool. It has helped our branch banking channel
eliminate data redundancy which is common when using an excel spreadsheet.
Phrazor-generated reports have helped our branches efficiently track their
business performance and share this information among team-members with great
ease.”
Sandeep Pradhan
Head - Mobility Products & Channels
Read the Case Study
YES SECURITIES SIMPLIFIES FINANCIAL JARGON FOR CLIENTS WITH CUSTOMISED,
AI-DRIVEN DATA STORIES
“With Phrazor’s NLG platform, we are able to provide analysis and insights in
simple language, enabling clients to comfortably understand their finances. It’s
a remarkable product for the industry.”
Ashley Almeida
Executive Vice President - Digital and Equities Product
HAPPYNESS FACTORY’S FINANCIAL COACHES EQUIP THEIR PROCESS TO MEET CLIENT GOALS
EFFECTIVELY
Phrazor’s solution helps analyze data quickly and generate intuitive reports for
our users.
Satish Joshi
CTO
USE-CASES: PHRAZOR PROVIDES DETAILED ANALYSIS AND EFFICIENT REPORTING TO DELIVER
DATA-DRIVEN BUSINESS INSIGHTS
PERFORMANCE REPORTING
MAKE SENSE OF YOUR BUSINESS PERFORMANCE DATA, TO QUICKLY AND CLEARLY UNDERSTAND
PERFORMANCE VS. OBJECTIVES.
* 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
CUSTOMER ENGAGEMENT
AMPLIFY CUSTOMER EXPERIENCE BY GENERATING ONE-ON-ONE PERSONALIZED COMMUNICATION
WITH EVERY CUSTOMER AND PROSPECT AT SCALE.
* Portfolio Analysis
* Goal Tracking & Performance Report
* Expense Analysis Report
* Mutual Fund Statement
* Quarterly Earnings
BUSINESS INTELLIGENCE
EQUIP YOUR ORGANIZATION TO MAKE DATA-DRIVEN DECISIONS WITH NLG-POWERED WRITTEN
NARRATIVES TO PROVIDE CONTEXT TO COMPLEX CHARTS, GRAPHS AND ANALYSIS.
* Corporate Claims Report
* Company Summary Report
* Disclosure Report
* Credit Risk on EMI Report
RESEARCH
ANALYSE COMPLEX FINANCIAL DATA AND HIGHLIGHT POTENTIAL RISK AND MEANINGFUL
INSIGHTS WITH A CLICK OF A BUTTON.
* Credit Proposal Report
* Fund Performance Report
* Credit Score Risk
* Fund Analysis
* Lending Proposal
* Credit Risk and Research
* Risk Assessment Report
DISCOVER HOW PHRAZOR IS USED BY BANKING AND FINANCE ENTERPRISES
HOW MOTILAL OSWAL PERSONALIZED PORTFOLIO ANALYSIS REPORTS WITH MULTI-LINGUAL
RECOMMENDATIONS
Motilal Oswal’s biggest priority is delivering an exceptional customer
experience both online and offline. To cater to 100,000+ active customers across
India, and help them make conscious investment decisions, Motilal Oswal deployed
Phrazor to generate personalized portfolio statements with easy-to-understand
dynamic narratives in 4 different languages - Hindi, Gujarati, Tamil, and
English.
Learn More
HOW HDFC BANK MAXIMIZED OVERALL PRODUCTIVITY OF ITS 5000+ BRANCH NETWORK WITH
ACTIONABLE INSIGHTS
One of the largest private sector banks in India, HDFC Bank is present in both
digital and physical branches. To increase customer satisfaction and closely
monitor the performance of every branch, HDFC Bank uses Phrazor to go beyond
manual reporting and produce comprehensive, automated Branch Performance Reports
for Business Heads.
Learn More
HOW ICICI LOMBARD INCREASED AGENT ENGAGEMENT AND ROI WITH PERSONALIZED INSIGHTS
AT SCALE
ICICI Lombard caters to a vast clientele with a well-diversified range of
products & robust field force of 11000+ independent agents across the country.
To stay on top of the game and keep the agents motivated and engaged at all
times, the general insurance company adopted Phrazor, to produce personalized
agent performance reports with easy-to-understand dynamic commentaries and
AI-powered insights at scale.
Learn More
HDFC BANK UPGRADES ITS TALENT ACQUISITION PLAYBOOK USING HR ANALYTICS
A robust player in the banking industry, HDFC bank keeps catalyzing automation
and technology within the organization. Identifying manual analysis as one of
the major challenges in its Talent Acquisition Function, the leading bank
utilizes Phrazor, to automate its recruitment performance reports with accurate
and understandable dynamic insights in natural language.
Learn More
Indian Fintech Company
HOW A FINTECH COMPANY OPTIMIZED SALESFORCE PRODUCTIVITY
An Indian Fintech company, partnered with some of the largest Indian banking
players, democratizes banking services to unbanked customers through its
app-based platform. To increase the overall productivity of its salesforce and
meet the growing demands of the customers, the fin-tech company uses Phrazor to
uncovers sales performance insights with actionable insights for better decision
making.
Learn More
Global pioneer in Collection Technology Platform
HOW PHRAZOR HELPS A LEADING BIG DATA COMPANY IMPROVE ITS DEBT COLLECTION BY
IDENTIFYING RISKY CUSTOMER DEMOGRAPHICS
a leading Big Data company improve its debt collection by identifying Risky
Customer Demographics
Learn More
LOOKING FOR A SPECIFIC REPORT? LOOK THROUGH OUR LIST OF READY-TO-USE REPORT
TEMPLATES DESIGNED BY EXPERTS FROM THE BANKING AND FINANCE INDUSTRY
Insurance - Regional Sales Manager Performance Report Template
State-wise Business Risk Analysis for Insurance Appraisal Report Template
Loan Delinquency Analysis Report Template
Monthly Mobile and Net Banking User Report Template
Monthly Employee Performance as per Serviced Accounts Report Template
Travel and Expense Analysis (Monthly) Report Template
Business Expense Analysis vs Budget Report Template
Insurance Agent’s Monthly Performance Report Template
Financial Services - Market Intelligence Report Template
Loan Disbursement Report Template
Talent Acquisition Report Template
Financial Services - Sales Employee Performance Report Template
Ticket Resolution Report Template
Asset Management Company – Monthly Sales Performance Report Template
Customer Care Call Centre Efficiency Report Template
Asset Management Company – Regional Sales Manager Performance Report Template
Phishing Attacks Report Template
Project (Individual) Performance Analysis Report Template
Project Managers’ Performance Report Template
Project Management Resource Tracker Report Template
Project Management Budget Tracker Report Template
Project Management Time Tracker Report Template
Project Management Overview Report Template
Senior Management Review - Projects Performance Report Template
Talent Acquisition Cost Analysis Report Template
Employee Satisfaction Analysis Report Template
Attrition Rate Report Template
Talent Acquisition Managers’ Performance Report Template
Talent Acquisition Region-wise Performance Report Template
Talent Acquisition Function-wise Performance Report Template
Open Positions & Hiring Performance Report Template
Talent Acquisition Performance Overview Report Template
Ticket Management Supervisor (Individual) Performance Report Template
Ticket Management Supervisors’ Ranking Report Template
Ticket Management Agent (Individual) Performance Report Template
Ticket Management Agent Leaderboard Report Template
Ticket Resolution Satisfaction Report Template
Ticket Management Division-wise Report Template
Ticket Management Region-wise Report Template
Ticket Management Performance Overview Report Template
Google Analytics (Individual) Goal Conversion Report Template
Google Analytics Goal Conversion Report Template
Google Analytics Digital Marketing Spend Report Template
Google Analytics User Profile Report Template
Google Analytics Channel-wise Traffic Report Template
Google Analytics Region-wise Traffic Report Template
Google Analytics Session Report Template
Google Analytics Web Traffic Report Template
Google Analytics Web Marketing Overview Report Template
Customer Portfolio Statement Report Template
Talent Acquisition Manager (Individual) Performance Report Template
CFO-KPIs Report Template
P&L - Variance Report Template
P&L - Variance vs Budget Report Template
Balance Sheet - Variance Report Template
Balance Sheet - Variance vs Budget Report Template
Receivables Management and Analysis Report Template
BFSI-CFO-KPIs Report Template
BFSI-P&L- Variance Report Template
BFSI-P&L- Variance vs Budget Report Template
BFSI - Balance Sheet - Variance Report Template
BFSI - Balance Sheet - Variance vs Budget Report Template
BFSI - Cost 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.
Download Now
Download Now
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The querying capabilities of Ask Phrazor when compared to the other solutions
available in the market, those from Tableau and Power BI, for instance, leave
clear daylight between Ask Phrazor and the others. Here are 5 features that
showcase how Ask Phrazor is a cut above the rest:
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Conversational analytics on dashboards for business users means they can conduct
queries and ad-hoc queries on dashboards in real-time, without the need to
revert to tech-based teams and wait for days or weeks for reverts.
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The most important question that business users should be asking when making
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5 TOP MANAGEMENT REPORTING EXPECTATIONS AND HOW TO MEET THEM
Reports created for the top management do not fulfill their purpose of being
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HOW PHRAZOR HELPS IMPROVE SALES FOR THE PHARMACEUTICAL INDUSTRY
Each report is embedded with language-based insights that make data easy to
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ARE YOUR DASHBOARDS FAILING TO PERFORM? 10 WAYS TO MAKE YOUR DASHBOARDS PERFORM
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Dashboards curate comprehensive data analysis and enable users to customize the
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companies to create the right customer experience. It improves processes, boosts
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Read More
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language to automate this process and bridge the gap. Read this article to find
out how NLG can be effectively used to analyze big data.
Read More
HOW NATURAL LANGUAGE GENERATION IS TRANSFORMING THE PHARMA INDUSTRY
Natural Language Generation is transforming the pharma industry by increasing
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COMPANY
Phrazor collaborates with Hindustan Times and ventures into a new product use
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IT'S TIME TO UPGRADE YOUR BI WITH NATURAL LANGUAGE GENERATION
Learn how natural language generation can help organizations extract the maximum
value from their business intelligence tools.
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HOW AI CAN ADD VALUE TO HUMAN RESOURCE MANAGEMENT
Explore the different ways enterprises can use artificially intelligent
automation for HR functions.
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HOW AI IS TRANSFORMING HR MANAGEMENT
See how AI-enabled HR automation is helping enterprises to enhance the
end-to-end employee lifecycle.
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4 WAYS BIG DATA ANALYTICS IS REVOLUTIONIZING THE HEALTHCARE INDUSTRY
Learn how the use of big data is impacting the different aspects of healthcare,
from diagnosis and drug discovery to treatment and post-treatment care.
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THE ROLE OF NLG-BASED REPORTING AUTOMATION IN THE PHARMA INDUSTRY
Explore the leading present-day use cases of natural language generation-driven
reporting automation in the pharmaceutical industry.
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DEVELOP A DATA-LITERATE ENTERPRISE WITH NLG
Learn how Natural Language Generation (NLG) technology can aid in achieving data
literacy across your enterprise to enable data-driven decision making.
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DATA LITERACY - THE SKILL GROWING ENTERPRISES MUST WATCH OUT FOR!
Discover why enterprises must understand data literacy and its importance to be
prepared for the data-driven future.
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GIVING FINANCIAL REPORTS A FACELIFT WITH REPORTING AUTOMATION
Discover how financial institutions are leveraging artificial intelligence and
machine learning-enabled natural language generation tools to automate their
reporting processes.
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AUTOMATION IN BANKING AND FINANCIAL SERVICES: STREAMLINING THE REPORTING PROCESS
Explore how the Banking and Financial Services industry is making the most of
automated reporting.
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PERSONALIZE YOUR PORTFOLIO ANALYSIS REPORTS FOR UNIQUE CUSTOMER EXPERIENCE
Learn how to capitalize on creating a unique customer experience for your
investors with personalized portfolio analysis reports & natural language
generation.
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SIMPLIFYING PORTFOLIO ANALYSIS REPORTS USING AUTOMATION
Here’s how reporting automation is changing the face of portfolio analysis
reporting for better customer experience and understandability.
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PREDICTIVE ANALYTICS: WHAT IS IT AND WHY IT MATTERS!
Here's how organizations are making the most of predictive analytics to discover
new opportunities & solve difficult business problems.
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BUSINESS INTELLIGENCE, THE MODERN WAY!
Read more to find out the modern approach to Business Intelligence and Reporting
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HOW AI IS TRANSFORMING BUSINESS INTELLIGENCE INTO ACTIONABLE INTELLIGENCE
Check out how advanced AI technology like Natural language generation is
transforming BI Dashboards with intelligent narratives.
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DATA SUMMARIZATION – THE WAY AHEAD FOR BUSINESSES
Here's how proper summarization and analysis of data can help increase business
value and ROI.
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NLG MODERNIZING BUSINESSES!
Here's how leading businesses are approaching reporting and analytics using
advanced artificial intelligence like Natural Language Generation (NLG).
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NATURAL LANGUAGE GENERATION EXPLAINED
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DEMYSTIFYING BIG DATA ANALYTICS
Read more to find out how Big Data Analytics can help businesses recalculate
risk portfolios, help detect fraudulent behavior, and determine the root causes
of failures and defects in near real-time.
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BUSINESS INTELLIGENCE DECODED
Business intelligence is a data-driven process for analyzing and understanding
your business so you can make better decisions based on real-time insights.
Here's how it can benefit your teams and organization.
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WHAT ARE INTELLIGENT NARRATIVES AND WHY EVERY BUSINESS NEEDS THEM?
Here's how intelligent narratives supplement the graphical elements on
dashboards and add more value to the information communicated by giving a quick
account of the data, deriving key insights, and aid faster, better decision
making.
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AI REVAMPING THE EDUCATIONAL SPACE
Read how AI and machine learning are paving their way in the educational space
by overcoming the traditional challenges of the industry.
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VPHRASE EMERGES AS THE WINNER AT THE TEMENOS INNOVATION JAM IN HONG KONG
Here's how Phrazor demonstrated its capabilities of auto-generating a
full-fledged report in just 5 seconds and won the Temenos Innovation Jam in Hong
Kong.
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CAN SOFTWARE WRITE CONTENT FOR YOU?
Let's understand how and why website and blog content can be auto-generated
using Phrazor
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THE MEDIA AND ENTERTAINMENT INDUSTRY GOES GAGA OVER AI
Read along to understand how AI is influencing the media and entertainment
industry.
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AI TO REVOLUTIONIZE THE BANKING SECTOR
Here’s how AI is coming to become the most defining technology for the banking
industry.
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BUSINESS PROBLEMS THAT AI CAN SOLVE
Unleash the potential of AI to overcome business challenges and climb higher up
the ladder of success.
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NLU VS NLP VS NLG: THE UNDERSTANDING, PROCESSING AND GENERATION OF NATURAL
LANGUAGE EXPLAINED
Read along to understand the difference between natural language processing,
natural language understanding and natural language generation.
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AI IS ALL SET TO EMPOWER MEDICOS
AI is a boon to the healthcare industry. Let us understand how it can help
medical professionals do their jobs better.
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TOP USE CASES IN AUTOMATED REPORT WRITING
The power of natural language generation in robotizing report writing should be
realized in different fields. Here’s why and how.
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STRIKING A CHORD WITH YOUR CUSTOMERS, THE AI WAY
Here's how AI-backed solutions can help finance companies improve their customer
service with language-based portfolio statements.
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WILL AUTOMATION LEAD TO MASS UNEMPLOYMENT?
Will this wave of Artificial Intelligence and Robotics cause mass unemployment
or will it in fact create more jobs? Let's find out...
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LEVERAGING ARTIFICIAL INTELLIGENCE TO AUGMENT BIG DATA ANALYSIS
Check out how the painstaking tasks of analyzing massive volumes of data and
generating reports can be automated for a boost in productivity and revenue.
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5 TECHNOLOGICAL BREAKTHROUGHS THAT WILL BENEFIT YOUR BUSINESS RIGHT AWAY
Do more with less with these 5 tech breakthroughs which you can implement in
your business right away.
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HOW CAN FINTECH MARKETPLACES USE DATA STORIES TO DERIVE INSIGHTS FROM MILLIONS
OF CUSTOMERS?
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HOW NATURAL LANGUAGE GENERATION HELPS IMPROVE SALES COMMUNICATION FOR ASSET
MANAGEMENT COMPANIES?
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WHEN INDECIPHERABLE NUMERICAL TABLES TURNED INTO PERSONALIZED INVESTMENT STORIES
Natural Language Generation systems help you convert complex portfolio statments
in easy to understand investment stories. Read the article to check an example
and also how it's done.
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WHY DO LARGE COMPANIES NEED AUTOMATED CONTENT?
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BIG DATA AND AI - A COLLABORATION MADE IN HEAVEN
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A QUICK GUIDE TO NATURAL LANGUAGE GENERATION (NLG)
Natural Language Generation (NLG), an advanced artificial intelligence (AI)
technology generates language as an output on the basis of structured data as
input.
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ARTIFICIAL INTELLIGENCE DECODED
Artificial intelligence (AI) is a field of computer science focused at the
development of computers capable of doing things that are normally done by
people, things that would generally be considered done by people behaving
intelligently.
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WHAT IS BIG DATA AND HOW TO MAKE SENSE OF IT?
Big Data can be described as data which is extremely large for conventional
databases to process it. The parameters to gauge data as big data would be its
size, speed and the range.
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WHY DATA IS BETTER EXPLAINED VIA NARRATIVES THAN VIA CHARTS OR DASHBOARDS
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WOULD YOU PLEASE EXPLAIN IT IN HUMAN
Phrazor, an augmented analytics tool uses advanced AI technology and machine
learning to pull insights from raw data and present them in simple and succinct
summaries, augmented by visuals.
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