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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:

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  • 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.

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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