Derivative Sales Analysis Agent
Profiles 65,000 corporate clients a year from their financial statements and generates a tailored sales pitch deck for each.
The business process
Systematic financial analysis of corporate clients for the sale of derivative products, giving the commercial team personalised pitches at scale.
What the agent reads
- Annual financial statements in standardised CERVED PDF format
- Balance sheet, income statement and explanatory notes
- Client presentation templates
What it produces
- 70 financial datapoints per document, including revenue by geography, trade receivables and payables and existing derivative contracts such as CCS, IRS and options
- A PowerPoint summary per client with FX exposure charts and discussion points
How it works
Entity extraction on documents and tabular data feeds a generation step that composes a report on the client's template, including charts on foreign-exchange exposure and talking points for sales analysts.
Runs on
- Domain-tuned SLM/LLM/VLM serving
- Semantic knowledge graph
- Governable agent orchestration
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