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CASE STUDY - AI Solution – Investment Portfolio Analyzer

Cylsys has developed an AI Solution which prepares a summary and recommendations for the client portfolio based on current investments and instruments leading to streamlined decision-making and ensuring accurate up-to-date portfolio management

Client Overview

The client is a prominent financial institution offering wealth management, asset management, capital markets, investment banking, finance & lending solutions, along with a strategic JV in real estate. A significant portion of their business revolves around HNI and UHNI client relationships.

The Challenge

For Relationship Managers (RMs), making timely and informed recommendations to HNI & UHNI clients is crucial. However, the existing process of portfolio review and strategy alignment was entirely manual — time-consuming, error-prone, and lacking agility. Data lived in silos, making it difficult to consolidate insights in real time.

Key Challenges

    • Automate portfolio reviews and generate actionable insights
    • India
    • Strategic rollout to advisory and RM teams
    • Multiple business lines and HNI/UHNI customer segments

Process Gaps Identified:

    • Manual data consolidation and review
    • No real-time portfolio tracking
    • High complexity in decision-making
    • Difficulty in risk profiling and advisory personalization
    • Lack of tailored insights across varied client needs

Our Solution

Cylsys developed an AI-powered Investment Portfolio Analyzer to generate real-time summaries, risk insights, and product recommendations — enhancing RM decision-making and client servicing.

Tech Stack Used: Azure Functions, OpenAI, Azure Services
    Key Features Delivered:
    • Centralized data integration from multiple systems
    • Real-time analytics and portfolio tracking
    • Simplified, visual portfolio reporting
    • Risk profiling and scenario simulation
    • AI-generated custom investment recommendations

Process Efficiency

    • Automated report generation from transaction, summary, and strategy data
    • Reduced RM effort spent on data crunching
    • Improved alignment between advisory recommendations and firm strategy

Project Timeline at a Glance

Phase
  • Planning
  • Team Setup
  • Execution Rollout
  • Real-Time Tracking
  • Goal Achieved
Highlights
  • Identified RM workflow pain points and reporting gaps
  • AI and Azure engineers onboarded
  • AI models built and integrated into RM workflow
  • Client portfolio data monitored through live reports
  • Strategic advisory improved; efficiency increased

About Cylsys Software Development

Cylsys delivers intelligent, secure, and scalable software solutions that automate financial processes and elevate advisory functions — for better decisions, faster.

    What We Offer
    • AI-Powered Automation Tools
    • Portfolio & Wealth Management Platforms
    • Financial Analytics & Decision Intelligence
    • Integration with Core Banking & Investment Systems
    • Custom Applications for Advisory & Compliance

Want Results Like This? 

From intelligent financial tools to relationship-enhancing advisory platforms, Cylsys builds software that empowers your teams and improves your outcomes.

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