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Producing Economic Outlooks at Scale with Generative AI

Impact Delivered

  • Faster report creation
  • Analyst time savings
  • Quicker stakeholder response
  • Lower costs
  • The Challenge

    The Challenge

    Wealth managers compile outlooks from analyst notes, public filings, and market research; producing timely, rigorous, forward-looking narratives is labor-intensive and hard to scale.

  • The Solution

    The Solution

    the-solution-img_nextiva.jpg

    GenAI pipeline to ingest research and assemble defensible outlooks:

    • Curate a source repository with NL Q&A
    • Extract topics and summarize per guidelines
    • Assemble forward-looking drafts for expert review
  • Solution Components

    Solution Components

    Topic extraction; Summarization; NL Q&A

  • The Results

    The Results

    • Timely, personalized economic outlooks
    • More comprehensive, defensible analyses
    • Higher productivity across research teams

Impact Delivered

  • Faster report creation
  • Analyst time savings
  • Quicker stakeholder response
  • Lower costs

The Challenge

Wealth managers compile outlooks from analyst notes, public filings, and market research; producing timely, rigorous, forward-looking narratives is labor-intensive and hard to scale.

The Solution

the-solution-img_nextiva.jpg

GenAI pipeline to ingest research and assemble defensible outlooks:

  • Curate a source repository with NL Q&A
  • Extract topics and summarize per guidelines
  • Assemble forward-looking drafts for expert review

Solution Components

Topic extraction; Summarization; NL Q&A

The Results

  • Timely, personalized economic outlooks
  • More comprehensive, defensible analyses
  • Higher productivity across research teams
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