Automated reports

This page features reports that are automatically created from data in plain English.

  1. Wealth portfolio report
  2. Mobile channel performance report

These are an automated reports. They feature:

Dynamic update. The report is prepared from underlying Excel sheets. When the data changes, the report changes immediately.

Personalised content. The report is automatically generated for each customer, focusing on their portfolio (but with the option of comparing with others.)

Contextual content. The report is not a simple template. Customisable rules define what text should appear. For example, it reports "Good news on your investment" only if there is good news.

Intelligent recommendations. For example, it asks users with a steady growing balance to invest. It automatically recommends the best funds based on a statistical analysis of the market.

Fully customisable. You can choose the rules to follow; the words to use; the machine learning algorithm for recommendation engines; the chart type for your data; every aspect is customisable.