Market Research Automation for a Financial Services Company 

Challenge

A financial services company had an extensive manual data-gathering exercise, compiling information from multiple sources for competitive intelligence.

Solution

Infinit-O leveraged its proprietary Infinit-Automate and Infinit-Intelligence platforms, configuring an AI powered digital worker to streamline the entire process, enabling the entire workflow to be automated without the need for any human interaction and  empowering the client to take data-driven actions based on insightful dashboards and advanced predictive models.

This digital worker was configured to manage 4 bots, automating each task

• Scheduling data extraction from multiple sources
• Processing the data into and importing into the Data Lake and Data Warehouse 
• Automatic and immediate sending of updates via email
• Updating the data in the interactive dashboard

Benefits

Automating the entire workflow from data integration, extraction, and real-time insights on an actionable dashboard using technology-driven AI solutions achieved measurable productivity and business improvements. The solution saved valuable time and significantly improved efficiency, accuracy, speed of decision-making, and revenue.

Automation market research processes can save time, improve data accuracy, and enable businesses to make data-driven decisions more efficiently. Consider partnering with a business process outsourcing company that has business technology solutions to ensure the quality and reliability of the automated tools used and validate the results.

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