Business Situation
A Singapore-based private bank sought to enhance its market positioning and investor engagement by increasing the coverage and frequency of research on domestic investments. With off-the-shelf research reports proving too generic and inconsistent with the bank’s in-house views, it sought to create a customized, crisp, and informative research product that investors and relationship managers would consume to acquire new clients.
By combining domain expertise with Agentic Artificial Intelligence (Agentic AI) workflows, the key objectives of the exercise were:
- Initiating coverage of 800 equity and fixed-income companies within a short timeframe.
- Continuous tracking and monitoring of all covered stocks and bonds.
- Enhanced performance reporting of the investment universe.
SGA Approach
- AI-Powered Coverage Expansion: Initiated coverage of 800 equity and fixed-income companies within three months, combining automated data extraction, AI-driven content generation, and effective human intervention to ensure relevance, story flow, and rich investment insights.
- Efficient, Real-Time Portfolio Reporting: Deployed our proprietary intelligent data extraction and analysis tool (IDEAT) to extract, process, and categorize relevant news for real-time alert generation.
- Timely Publication of Key Updates and Alerts: Deployed AI-driven scheduling for publications, automated content delivery to customized target lists, and issuing company alerts to maintain investor connections.
- Advanced Visualization for Performance Reporting: Transitioned from traditional Excel-based performance calculations to new-age Tableau dashboards, facilitating deeper root cause analysis and more effective portfolio optimization.
Key Takeways
- Research Production Efficiency: Achieved approximately 40% cost savings in delivering research with expanded coverage by leveraging Agentic AI workflows and automation tools.
- Ready-to-Go Research: Delivered final-form research fully aligned with the bank’s investment philosophy.
- Improved Portfolio Composition: Utilized AI-powered performance tracking to identify leaders and laggards in real-time, ensuring the most relevant coverage.
