AnswerRocket for Financial Services
Maximize growth with an AI-powered approach to financial services.
The AI-Powered Solution
for Financial Services Leaders
Leaders in the financial services industry are tasked with analyzing complex data to inform critical decisions, from managing risk to forecasting sales to implementing strategic budget decisions. AnswerRocket’s AI-powered solution analyzes data rapidly, automating insight generation with increased accuracy, speed, and depth so that nothing is missed.
Pareto: Top 3 of 27 (11%) branches (Buckhead, Decatur, Roswell) accounted for 20% of all accounts.
Summary: Balances ranged from a low of $3.1M to a high of $6.7M across top 5 accounts
Make Faster, More Informed Decisions
Financial Planning Analyst
Get tailored, deep data insights in seconds to lead operational, financial, and strategic decision-making.
Business Controller
Perform financial analysis with unparalleled speed and get automated insights that guide sales forecasting and financial risk management.
Market Risk Analyst
Research the probability of asset loss or reward with ease with automated insights delivered on demand.
Automate Financial Services Analytics with RocketBots
Financial Health
Analyze financial data to reveal the core contributors driving your revenue & profit.
“What If” Scenarios
Simulate different scenarios and understand the impact key decisions would have on your P&L.
KPI Drivers
Assess business performance across a variety of KPIs to identify top drivers & opportunities.
Trends
Analyze performance over time to spot trends, outliers, seasonality, & forecast future performance.
Customer Stories—
Financial Insights with Bottom-Line Impact
A $3 billion credit reporting agency needed to speed up the sales cycle and quickly identify growth opportunities. AnswerRocket delivered exactly what was needed.
