Increase Your Sales With An AI Assistant Created Specifically For Investment Funds
Close more deals for your investment fund with a tool that combines the knowledge of an analyst with instant access to data and documents.
See how the AI Assistant can work for Investment Funds
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We know what sellers of investment funds are dealing with – see how we can help
"We designed the Assistant to support specific tasks for fund sales teams, rather than simply searching for text fragments without understanding the context. We based it on a data model that maps the structure of funds and subfunds, taking into account the relationships between them, and the logic of documents such as prospectuses, KIDs, and articles of association. This allows the Assistant to precisely answer sales questions, taking into account current data and the specifics of investment products."
Łukasz Krukowski
Chief Technology Officer, e-point
How can you save more time for preparation for a sales call with a client?
The AI assistant provides instant access to current share unit valuations, enables instant fund comparisons based on current and historical data, and automatically synthesizes key information in response to specific client needs. By using AI, you can focus on building strong relationships with clients and closing more deals instead of searching for data from different sources.
Is your team still wasting time searching for information in dozens of documents?
How can you reduce the risk of error in the information you provide to your clients?
The system works only with approved documents and always references the response source, which reduces the risk of errors and AI hallucination
Are you sure your team is working with current and consistent data?
How can you onboard new employees faster?
New workers immediately get access to the information they need to start their journey in a new job effectively. They will use the AI Assistant to find answers to any of their questions without the need to ask an expert for help.
How long does it take you to onboard a new employee to your team?
How can you avoid the delays when building a chatbot?
The AI assistant does not require complex configuration, because it was created specifically for Investment Fund Companies to scan the fund’s structure, its subfunds, and industry documents
Do you still waste time customizing tools that don’t understand your offerings?
Our AI solution is based on the needs of investment funds
Because the Assistant understands the structure of investment fund products, is familiar with investment fund-specific documents, and operates with current market data, it supports the daily work of fund managers, analysts, and new team members.
It is ready to operate immediately after implementation, without a long configuration process or manual adjustments to fund specifics. The answers it generates are precise and based on specific sources, allowing for a quick and confident response to client needs.
This is what an AI Assistant can offer to investment fund management teams:
The system understands the structure of documents and is able to extract specific information from them in the exact context of the question asked.
The assistant integrates with market data and returns current values, without the need to log in to other systems.
The user can instantly compare sub-funds and obtain a clear summary of the differences.
The system combines information from documents, databases, and APIs into one coherent response that saves time and reduces the risk of errors.
Each response is saved in the system, enabling full auditing even after a long period of time. Additionally, each response includes a reference to the source (document fragment, page, paragraph), for transparency, documentation compliance, and information security.
The assistant is ready to use from day one, as it was developed based on our experience working with investment fund companies. It takes into account the specifics of the industry, product structure, and document characteristics, requiring no additional configuration or customization.
New employees become independent faster because the system works like an interactive guide to the funds' offerings.
Our clients’ testimonies
Collaborating with e-point on the Skarbiec24 project was crucial to our digital transformation. This modern platform allows us to effectively manage our investments and better serve young investors who expect intuitive tools to manage their assets independently. Addressing the needs of this client group is crucial to ensuring long-term success.
Due to the planned business development and increase in sales, and consequently the number of customers using the application, we decided to base our architecture on microservices - thanks to this, we achieve much greater possibilities of increasing performance, and the application itself is more reliable.
We offer over 20 investment funds with various strategies, providing a wide selection. Therefore, we wanted the new website to focus more strongly on presenting solutions that meet specific customer needs. It was also important to create an extensive educational section, providing knowledge for both those just starting to invest in funds and more advanced investors who want to build their own fund portfolio and thus understand the differences between individual products.
The AI Assistant for Investment Fund Companies is a solution that supports sales teams in their everyday work, providing quick access to data, documents, and analyses. It combines domain knowledge with technology that accelerates processes, increases advisor effectiveness, and minimizes the risk of errors. This is a solution to the growing expectations of the market and customers who expect immediate, reliable information. |
Want to see what system will work in your fund? Contact us and book a Free consultation. We will answer all your questions about how AI can help you, and prepare an offer tailored to your organization.