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Financial Services Analytics

Why, What, and How?

Customer Life Time Valuation Model
Unstructured Data Extraction
What Members Want: Make Institutions More Efficient
Risk Assessment for Cryptocurrency Price Prediction
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Of all the resources that modern financial institutions have, dealing with record amounts of data is the most important resource.  The right information with the right insights accessible to the right people in real-time can drive revenue growth, reduce operational cost, and help manage risks. So smarter data-driven analytics are increasingly becoming future competitive differentiator among financial service companies.

Partnering with Quadratyx will help you achieve these goals. We provide support through out diverse business aspects from data management to assessing analytics strategy, people management to trading strategies.

AI IN ACTION

OUR SELECTED CUSTOMER SUCCESS STORIES

factors

Identify Factors

That helped past customer buys

target user

Identify customers for

New Engagement Efforts

Promotion & Marketing

Identify customers for

New Engagement Efforts

Customer Life Time Valuation Model

Predicting the customers’ future behavior

The client, $6.5 Bn US based premier credit union, serves world’s leading technology-oriented companies. With modest rise in sales volume, they wanted to reassess their customers potential lifetime value. Align sales efforts and take a more strategic approach to client acquisition. But the existing legacy BI Platform had limited capability to run real time analytics and was not able to blend data for newer insights. 

Realizing the importance of the project, a senior data scientist from Quadratyx worked at customer location to build a Customer Life Time Value (LTV) data science solution. The scope included the entire life cycle of data science solution development starting with analysis of data sources; Data Engineering; Data Visualizations; model building:

  • Phase 1: Preparing and transforming data
  • Phase 2: Feature selection
  • Phase 3: Form specific data clusters
  • Phase 4: Calculate the specific LTV’s of each segment
Credit union banks

Unstructured Data Extraction

AI-Document Classification

A Non-Banking Financial Company,  catering to the financial needs of the low-income segment of the society – were manually tagging copious amount of documents for KYC verification. Data was extracted from these classified documents in part manual and part automated fashion. The client wished to completely automate these processes.

Quadratyx employed cognitive automation by leveraging Deep learning & NLP:

  • Document classification: Identifying and tagging documents.
  • Data extraction: Applying NLP techniques to extract required information from the tagged documents.
  • Providing a manual validation screen to the user to audit and correct the extracted values from the documents.
Data Extraction

Time Saving

Faster extraction and data validation

Fast

Scalable Solution

Allows to handle volume growth

Interface

Improved Data Quality

Dimaond

Different bank Minimizes errors

Call time reduced

Average Call Time Reduced Significantly

Increase efficiency

Personalized experiences Increase in renewals

New efficiency

Creating new efficiencies by automating processes

What Members Want: Make Institutions More Efficient

Primary goal of a private non-profit institution, which acts a central department for every city, is to foster enterprise capabilities and to ensure companies create sustainable sectors. By offering guidance, counselling, support by organizing trade and networking platforms for promotion. In order to avail institution facilities, businesses need to register for a annual membership. Currently, the membership renewal process is highly inefficient with data siloed. 

Quadratyx built a platform using AI to creates a unified view of data:

  • Provide all-in-one place to manage member engagement across all channels.
  • Descriptive and predictive dashboard: To facilitate membership renewal predictions at company level search.
renewal time 2

Risk Assessment for Cryptocurrency Price Prediction

A leading hedge fund firm had to predict the prices of leading cryptocurrencies from the historical price data. As cryptocurrency market is known for its high volatility, traditional financial methods generally used in the stock price prediction provide mere insights. Hence, the company was not able to measure the risk associated with the cryptocurrency price prediction.

Quadratyx designed advanced ML models to predict the following:

  • Mean Cryptocurrency price for the next interval
  • Cryptocurrency prices predicted with given confidence interval to understand the risk associated.
  • Cryptocurrency prices for the next successive intervals.

Monte Carlo simulation models with Geometric Brownian Motion and Euler Maruyama Approximation were built and deployed in the Docker Container to support scalability and easy integration with the procured Analytics Platform.

Cryptocurrency
Risk

Risk Management

Lessen the impact of adverse change

Predict

Predict Volatile Behavior

Identified Environmental factors that contribute to high price variations

Informed decision

Take Informed Decisions

Predicted price for immediate future

Other opportunities to enhance business intelligence using AI and analytics.

call routing

Automated Call Routing by Priority & Importance

Normally call centers work on first come first serve basis or based upon resources available to answer the call. By using our smart routing engine, based on predictive analytics, upcoming calls can be automatically & intelligently routed to the specific agents based on customer profile, effectiveness of prior conversations and call center data. Overall, our solution boosts customer satisfaction, resource optimization and revenues.
Analytics data mart

Analytics Data Mart

Quadratyx solution helps build an Analytics data mart for any business size to serve all their data requirements for analytics and reporting. This will be a central repository housing all the diverse data sources relevant to your business units. This data mart will serve as the single source of truth for all downstream analytics applications. This mart will enable a) quick turnaround time for model building/deployment b) well-defined data lineage.
Hedge funds

Deep Learning in Equity Hedge Funds

Tracking specific industries represents a major task for people within hedge funds. Using Deep learning techniques, we build decision-assist system based on statistics, sentiment analysis and economic data for Hedge fund managers. This provides processing large amounts of data faster and make better trading decisions.
chat bot

Driving Financial Health with AI

Intelligent chatbots and virtual assistants can enhance service interactions. Quadratyx AI chatbots can quickly process massive amounts of data and help provide financial advice and guidance to clients. AI system can do this for hundreds of clients instead of a single financial advisor doing this for a small handful of clients.

Want to Know More!