Economic Data Sciences PRO
Understandable A.I.
Understandable Artificial Intelligence
A High Level View - EDS Offering
©2018 Economic Data Sciences
Connecting the entire Customer investment process with a continuous customer feedback loop:
Customer feedback loop
The EDS Proposition
©2018 Economic Data Sciences
Software tool which
provides
a complete view of the organization,
incorporating significantly more data, simultaneously,
to make more informed
investment decisions
How EDS Tool Works:
Walking through how EDS technology can help across each step in your work process
An example
1. Client Relations & Marketing
©2018 Economic Data Sciences
- Individualized client characteristics
- Targeting marketing campaigns
- Suggested areas for new products/ solutions/analysis
CRM/Marketing
- A new product was released
- Partner notes and client interactions with web tool are analyzed by A.I.
- Interest Rates were a focus of clients
- The EDS system leads to important insights:
- Which clients clicked on information regarding new product
- Having identified interest rates, the system suggests best current products/solutions
2. Info Flows to Project Management
©2018 Economic Data Sciences
- Prioritize projects based on evolving client interests
- Target projects that solve most concerning issues
- Helps management track project progress and effectiveness
Project Mangement
Based on info recieved from CRM/Marketing:
- Clients who seemed most interested in the new product are followed up with first
- An existing project on interest rate hedging has been escalated
- Information flows back to CRM/Marketing to begin a campaign based on the new interest rate solution
3. Investment Research Follows Up
©2018 Economic Data Sciences
- Prioritize areas of investment that are in higher demand
- Faster analysis of a wider universe
- A broader search across driving models and factors
Investment Research
- Project management notifies team that more investments in interest rate hedges are desired
- With EDS tool, broader universe can be re-examined more quickly
- Perhaps many of the current 'favored' investments have other characteristics that are currently out of favor
- EDS tool combines this information with other factors that will be most beneficial
4. Improved Asset Allocation & Risk
©2018 Economic Data Sciences
- Address client concerns quicker
- Live risk analysis
- Apply customized insight across all clients
- Feed insights and alerts to Managment
Asset Allocation
- With information from all other teams, by using EDS tool, asset allocation & risk can target solutions more quickly and specifically
- Knowing that interest rates are of interest, can find which clients will benefit most
- Target clients that are most interested in the new solution
- This allows for targeted push to existing and potential clients, driving sales and servicing current clients quicker
5. Consulting & Reporting
©2018 Economic Data Sciences
- More proactive push to targeted audience
- More informed pull of client concerns via web interface
- Aggregated information for more firm-wide control
Consulting & Reporting
End result is better client service:
- Sharing data across teams
- Better targeting of clients who will be interested in new projects
- Projects with more interest are prioritized
- More client data collected
- Better understanding of where clients outcomes can be improved
- Faster analysis and reporting
Disclaimers
©2018 Economic Data Sciences
Please remember that past performance may not be indicative of future results. Different types of
investments involve varying degrees of risk, and there can be no assurance that the future performance
of any specific investment, investment strategy, or product made reference to directly or indirectly in this
presentation, will be profitable, equal any corresponding indicated historical performance level(s),
or be suitable for an individual's portfolio.
Our projections are based on current market conditions which can vary over the coming months and weeks. Additionally, our projections are based on historical market behavior which
may vary unexpectedly. Using Machine Learning, our tool should adjust to new market fluctuations but we might not be able to avoid short term volatility.
info@EconomicDataSciences.com
EDS proposition - high level
By Economic Data Sciences
