Automated Insights, Inc.

Wordsmith for Financial Services

Share financial content with customers in new, automated ways that let you scale your operations like never before.

We feel your pain.

We feel your pain.

Repetitious reporting takes away valuable resources.

Wordsmith lets you produce insightful summaries instantly. Reclaim lost time and focus on other important tasks.

Personalized client communication isn't scalable.

Clients demand service excellence. Deliver targeted communications that build trusted relationships and maximize customer retention.

Compliance issues prevent internal speed and efficiency.

Wordsmith narratives fit within company guidelines allowing you to streamline compliance concerns and scale operations.

Repetitious reporting takes away valuable resources.

Wordsmith lets you produce insightful summaries instantly. Reclaim lost time and focus on other important tasks.

Personalized client communication isn't scalable.

Clients demand service excellence. Deliver targeted communications that build trusted relationships and maximize customer retention.

Compliance issues prevent internal speed and efficiency.

Wordsmith narratives fit within company guidelines allowing you to streamline compliance concerns and scale operations.

How Financial Leaders are using Wordsmith

Voice-Assistant Devices

Client Portfolio Summaries

Quarterly Earnings Reports

"Alexa, ask Wordsmith how my portfolio performed."

Integrate Wordsmith-generated content with your Amazon Echo or other voice assistants. Leveraging the Wordsmith API, the Amazon Echo can have dynamic conversations around any topic, all driven by the user's natural language questions.

See the Wordsmith integration in action »

Automate the extra mile.

Go above and beyond your competition. Provide each one of your clients with tailored summaries that build trust. With Wordsmith, your firm can provide service excellence others simply cannot.

See how Wordsmith can help advisors »

12Xs more coverage with automated earnings recaps.

Our work with The Associated Press has lead to an increase in trading volume and liquidity within capital markets. We provide coverage at scale, showcasing firms of all sizes

See how Wordsmith can help financial news media »

How Financial Leaders are using Wordsmith

Voice-Assistant Devices

Learn more +

"Alexa, ask Wordsmith how my portfolio performed."

Integrate Wordsmith-generated content with your Amazon Echo or other voice assistants. Leveraging the Wordsmith API, the Amazon Echo can have dynamic conversations around any topic, all driven by the user's natural language questions.

Client Portfolio Summaries

Learn more +

Automate the extra mile.

Go above and beyond your competition. Provide each one of your clients with tailored summaries that build trust. With Wordsmith, your firm can provide service excellence others simply cannot.

Quarterly Earnings Reports

Learn more +

12Xs more coverage with automated earnings recaps.

Our work with The Associated Press has lead to an increase in trading volume and liquidity within capital markets. We provide coverage at scale, showcasing firms of all sizes

Trusted By The Best

Amazon Alexa Logo
Cisco Logo
Yahoo
Associated Press
Constellation Brands
Tableau Software
Tibco Logo Bi
Edmunds.com
Zapier Logo Orange
Sling Television
Digitalstrom Logo
STATS

12Xs More Coverage

"Through automation, we’re providing customers with 12 times the corporate earnings stories as before."
Lisa Gibbs
Global Business Editor, The Associated Press

Wordsmith brings your firm to the forefront.

Schedule a Wordsmith demo that is customized for your specific financial service use case. Stop wasting time. Stop losing customers. Provide automated service excellence that can increase customer retention and reduce compliance issues within your organization today. 

Contact Us