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Consolidate entity reports to detect risks, outliers, and performance shifts

Consolidate entity reports to detect risks, outliers, and performance shifts

Your first prompt to AI

Your first prompt to AI

"Summarize key financial highlights, outliers, and anomalies from the attached quarterly reports versus the prior quarter; output findings in a concise, presentation-ready format."

"Summarize key financial highlights, outliers, and anomalies from the attached quarterly reports versus the prior quarter; output findings in a concise, presentation-ready format."

Enhanced AI workflow

Upload performance reports (monthly/quarterly) from all entities (e.g. through One Drive integration)
AI normalizes and consolidates metrics across time and unit
Detect outliers, risks, and performance changes
Generate summary for board slides with flagged items
Output: Chart pack + summary for board update (as Powerpoint report slides)

AI accessing tools and data

AI accessing tools and data

Benefits using AI

Benefits using AI

Faster execution

Faster execution

Mitigated risk

Mitigated risk

Reduced costs

Reduced costs

Applied in

Applied in

Performance reporting

Performance reporting

Requesting departments

Requesting departments

Fund Operations, Risk & ESG

Fund Operations, Risk & ESG

Beneficiaries

Beneficiaries

Operations Analyst, Risk Manager, Reporting Lead

Operations Analyst, Risk Manager, Reporting Lead

Explore more tasks to be streamlined with AI

‹ Previous

‹ Previous

Benchmark a target vs peers for valuation accuracy

Benchmark a target vs peers for valuation accuracy

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Next ›

Create scenario plans using recent performance data

Create scenario plans using recent performance data