AI Market Intelligence for Banking

An international commercial bank engaged Beyondsoft to develop an AI-enabled market-intelligence solution for its private-banking clients.

The solution brings together market data, machine learning and portfolio-monitoring capabilities to support more relevant investment recommendations and a more informed trading experience.

The challenge

Investors face an increasingly broad range of investment options, while market conditions and individual trading behaviour can change quickly.

The bank wanted to provide its clients with more timely, data-informed support while giving its teams a clearer view of recommendation performance and investor behaviour.

Our approach

Beyondsoft developed a financial-market intelligence solution that combines data ingestion, machine learning and a trader-facing application.

The solution includes:

• A data-ingestion service that consolidates bond-market and economic data from multiple sources
• Machine-learning models that support market-price prediction
• Classification models that generate buy and sell recommendations based on market conditions and individual trading behaviour
• A web application that allows users to review recommendations and monitor portfolio performance

What it enables

The solution helps the bank strengthen its investment-support capabilities through:

• More personalised buy and sell recommendations
• Greater visibility into investor behaviour and trading patterns
• Portfolio tracking against relevant benchmarks
• A foundation for continued development of digital investment and advisory services