Client Reporting Automation for a Wealth Management Firm
Independent wealth management firm, Northeast US
01 / Challenge
Portfolio reporting for 340 client households required 14 staff days per quarter to produce, consuming 3,200 hours annually. Reports were inconsistent across advisors, frequently contained manual errors, and could not be customized to client preferences without significant additional labor.
02 / Approach
We built an agentic reporting system that ingests portfolio data from the firm's custodians and portfolio accounting system, generates personalized client report narratives using a private LLM trained on the firm's house view, applies each household's display preferences, and produces publication-ready PDFs with full data lineage.
03 / Outcome
Quarterly reporting cycle compressed from 14 staff-days to 2 staff-days. Error rate in distributed reports fell to zero in the first four quarters of operation. Advisor NPS for reporting quality increased 41 points. The firm has since launched a quarterly CIO letter product that generates $280K in incremental annual revenue.
Representative case study illustrating common agentic-AI deployment patterns in Financial Services; not a specific QuettaMinds client engagement.
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