Next-gen solution for informed investment decision-making.
A well-established Central-European private investment firm with a half-century-long operating history reached Modsen team in search of an innovative AI-powered software solution. The institution deals with servicing both physical and legal persons in terms of providing advice and practical guidance to investors, managing their portfolios, and building successful investment strategies.
The ever-expanding trend for digital transformation in finance has got our client thinking about ways of leveraging the latest and most powerful technologies to add their firm a solid competitive edge. The investment industry has been always sitting on terabytes of data that can and should be analyzed and used for the benefit of investors. By incorporating AI into a web platform, our partner hoped to:
The AI-powered digital investment tool was required to combine all the necessary features and capabilities to ensure high-accuracy analysis and forecasting of trends and low-risk investments. The implementation of such cutting-edge software requires the completion of the following tasks:
Modsen team has been improving our AI-taming abilities since the inception of the technology mass use and over the years, we’ve managed to reach a level of creative proficiency that allows us to provide our partners with more sophisticated and efficient digital solutions like the one we are describing in this case study.
The increasing attention to AI as an unparalleled investment tool is gaining momentum, however, despite the obvious unlimited potential of the technology in the financial industry, there are surprisingly few entities leveraging the power of AI which makes those who are now incorporating the technology far ahead of the curve. The essence of AI-based investment lies in using predictive analytics and NLP, the combination of which ensures in-depth analysis of historical data to identify trends and processing of the current multi-source data to build accurate predictions on safe investment moves. Apart from comprehensive data analysis, AI algorithms are deprived of the loss aversion factor that often prevents people from making beneficial portfolio additions.
Data is the heart of any AI algorithm, so its careful preparation, validation, and analysis are crucial for the success of the whole project.
The high-quality data generated during the previous phase serves as the basis for training algorithms to access financial assets and forecast their performance short and long-term performance.
At this point, all the developed models are evaluated on the basis of accuracy, robustness, and scenario-handling performance, and the best ones are approved for live usage within the application.
The web platform was deployed in May 2022, and now, after a year of successful operating in the Central-European financial market, the client was ready to share the ultimately positive outcomes of the AI-powered digital investment management system incorporation.
client coverage expansion
increase in the accuracy of the investment decision-making
yearly income growth compared to the pre-app-launch period