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Keeping Advisors Up-to-Date about their Clients

A leading international private bank

The Mission

A leading international private bank partnered with CID to provide 2,000+ advisors with timely, relevant insights about their clients.

Key benefits

  • Enable advisors to stay informed about their clients with actionable intelligence​
  • Improved customer relationships​
  • More efficient client intelligence

The solution

AI-powered News Monitoring and Event Detection:​

  • Data source coverage and diversity: Utilizes unstructured news data from over 14,000 online sources.​
  • Information filtering: Manages the influx of online information using an AI-driven event detection system.​
  • Noise reduction: Provides deduplication to efficiently cut through 100,000+ news items per day​
  • Mapping: Links news directly to individuals (direct) or companies they’re affiliated with (indirect)​
  • Tagging: Extracts relevant keywords, events, companies (incl. IDs), and individuals (incl. IDs) to allow efficient news screening​

API Integration:

​

  • Actionable Data: Ensures data is valuable and easily accessible in existing Salesforce CRM workflows.​
  • IT-Friendly Integration: Robust API allows the straight-forward integration by internal software engineers.​
  • Near Real-Time Updates: Allows advisors provide assistance when events happen.​

The result

CID’s expertise in AI offers exceptional news processing, event detection, and entity mapping tailored to the international private bank’s needs. The approach, emphasizing custom API integration, marks a distinct improvement over past attempts, creating a partnership that effectively addresses the complex challenges of managing an extensive, global customer base.

Further Further Case Studies at a glance

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Let’s talk

We’d love to hear about the challenges you’re looking to solve. Get in touch below or follow us on LinkedIn to keep up with what we’re doing.

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