Understandable Artificial Intelligence

A High Level View - EDS Offering

Connecting the entire Customer investment process with a continuous customer feedback loop:

Customer feedback loop

The EDS Proposition

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

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

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

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

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

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

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

EconomicDataSciences.ai