_ StoryTeller
On-demand, hyper-personalised and narrative-based portfolio performance reporting.
Leveraging technology and storytelling to generate hyper-personalised, narrative-based insights on portfolio and fund performance.
Many retail investors receive little to no information about the reasons for the performance of their investment portfolio. When they do, it is usually unintuitive and not very insightful. At InvestSuite, we believe that portfolio
reporting is a crucial touchpoint in the customer journey of wealth clients. Therefore, we aim to transform it into a 21st-century experience via our StoryTeller solution. With StoryTeller, we are leveraging both technology and storytelling techniques to revolutionise investment portfolio reporting.
StoryTeller is an API-based solution that allows you - based on minimal input data requirements - to automatically generate narrative-based reports that explain the how and why of financial and sustainability performance of your individual investment funds.
StoryTeller is a white-label solution, meaning that its highly modular and configurable character allows us to configure the output to:
• your brand & style guidelines
• your wishes with regard to the type of content, insights, and level of detail
• Your language and tone-of-voice requirements
All it takes is a simple API call. StoryTeller takes care of the rest, fully autonomously.
1. Send a request to the StoryTeller API
The API has minimum input data requirements and allows you to parametrise the requested report.
2. StoryTeller retrieves financial data on the instruments in the fund or portfolio
We have connections to Morningstar and Refinitiv to retrieve financial data on individual instruments (price, composition, classification, ESG…). StoryTeller can also connect to InvestSuite’s Custom Data service to which you can post your custom data in a more timely and accurate manner.
3. StoryTeller calculates insights
Via in-house built algorithms, StoryTeller calculates insights on returns, performance attribution, exposures, transactions, SDG contributions, ESG data metrics, news article retrieval and summarisation (AI & ML), performance simulations, risks…
4. StoryTeller creates a data-driven story
Insights are generated as data variables. These variables are used within a large scenario-based text template database to generate a data-driven story. StoryTeller’s white-label text database can be validated by your Compliance teams and configured to your tone-of-voice.
5. StoryTeller stores the output on your side
The story can be created in both a print-friendly and an app-responsive format to create an interactive
experience within your native banking applications.
Drive new levels of engagement, improve transparency and trust, and increase efficiency and consistency along the way.
StoryTeller reports can be generated in a print-friendly PDF, app-responsive or even video format, allowing you to embed and distribute these via your native banking applications to your institutional and/or retail clients.
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