Institutional Client Reporting demo

What the demo shows

Agents draft, check and release monthly and quarterly reports for every institutional mandate

The quarter's cycle opens on a tie-out grid: mandates down the side, six report sections across (performance, holdings, attribution, commentary, compliance certificate, client terms), and a tick or a break in every cell, with the selected pack beside it and the agents' conversation one click away. Seven agents run the cycle. The Calendar agent builds every deadline from the agreements; the Requirements agent turns each client's terms, read in the agreement's own language, into checks; the Drafting agent builds each pack from the book of record; the Tie-out agent ties every figure and traces every break to its cause; the Anomaly agent compares with last quarter; the Narrative check agent keeps commentary and certificates true to the numbers; the Release agent delivers only what a person released. The analyst decides every break with a reason code, the performance analyst confirms restated figures, compliance approves certificate exceptions, and the team lead, who prepared nothing, releases.

Transcript

1. 0:00Institutional Client Reporting. Agents draft, check and release every client report.
2. 0:08For Client Reporting teams, only 12% of managers say reports meet client needs.
3. 0:17Quillfield owes 612 quarterly packs.
4. 0:20By this morning, agents had drafted them all.
5. 0:25Mandates down, report sections across, every cell tied to its source.
6. 0:33One break. Calder Basin's Attributions is 0.42%, not 0.47.
7. 0:42The tie-out agent traces it to a fee accrual and cites the journal.
8. 0:48The agreement requires gross of fees, and 11 more mandates share the costs.
9. 0:56Leo approves one fix for all 12.
10. 0:59The commentary gets a red line.
11. 1:03Team lead Saren Wosu, A different person checks the evidence and releases.
12. 1:11Every figure cited, every decision signed, every step logged.
13. 1:17Packs out on business day, three, not ten, with no wrong figures sent.
14. 1:24Built on Botminds: agents, data, screens, and governance on one platform.

Transcribed from the film’s narration. Captions are on the player.