Financial AI API

Real-time integration

• Access to a wide range of real-time updated financial data 
• Seamless integration with your existing data sources - PDF, html, text, API

Customizable access

• State-of-the-art Robust Retrieval and Generation (RAG) system for accurate and relevant information retrieval
• Incorporates client-specific content into the RAG index for personalized results

Quality control

• Built-in safeguards to prevent inaccurate or misleading information
• Rigorous quality checks to ensure the reliability of generated content

Portfolio Newsletter Generation

Challenge

Our client faced the challenge of creating personalized newsletters for their clients' investment portfolios, which was time-consuming and prone to inconsistencies.

Solution

By integrating our AI-powered financial assistant, via our RESTful API, they automated the newsletter creation process.

The AI assistant analyzes each client's portfolio, retrieves relevant news and market data, generates a tailored summary, and incorporates contextual macroeconomic data. This has resulted in:

1. Reduction in time spent creating newsletters
2. Personalized content for clients
3. Increased client engagement and understanding of their portfolios
4. Scalability to accommodate a growing client base

With our AI-powered financial API, our client has streamlined their portfolio newsletter process, saving time, ensuring consistency, and enhancing client engagement, all while focusing on growth.

Wealth management platform

Challenge

Our client, a wealth management platform for independent financial advisors, recognized the need to optimize their advisors' time and improve client support. 

Solution

By integrating our AI-powered financial API they enabled advisors to focus on high-value tasks while providing timely and accurate responses to client inquiries.

We contributed in three ways

1. The AI API automatically addresses common client questions, such as explaining daily portfolio performance, freeing up advisors to concentrate on more complex and unique client needs
2. The AI serves as a research aid, quickly gathering and synthesizing relevant financial data, allowing advisors to make informed decisions efficiently
3. Our API integration enables 24/7 portfolio monitoring, identifying clients who may require attention due to exposure to current events, such as interest rate changes or legal developments. This allows advisors to provide proactive guidance and mitigate potential risks.

The integration has led to increased advisor productivity, enhanced research capabilities, proactive client support, and improved client satisfaction.

By integrating our AI-powered financial API across multiple areas, our client has freed up their financial advisors' time to focus on customer acquisition, increasing Assets Under Management (AUM), and improving the performance for existing clients.

Choose the plan that best suits your business goals and access the full potential of financial intelligence with Streetbeat

Unlimited customers

Unlimited customers

Simple 

Rapid 

Scalable

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