Investor Relations AI demo
Answers LP and fund shareholder questions from their own records and fund documents, cited 1:33
What the demo shows
Answers LP and fund shareholder questions from their own records and fund documents, cited
The conversation screen shows the investor's question in its original language beside the English, the entitlement line saying why this sender may see this account, and the answer card: the reply in the investor's language with the English beside it, every figure a citation that opens its source page, and a sent-by line naming who approved it. Eight agents do the work: the Intake & language agent reads and translates, the Entitlement agent decides what may be read, the Investor records agent pulls figures only from that investor's own records, the Fund documents agent finds the governing clause, the Reply drafting agent writes both languages, the Checking agent back-translates, recomputes and compares with what other investors were told, the Conduct & complaints agent routes complaints and bank-detail requests to people, and the Template & waves agent turns repeated questions into templates and waves. An IR manager approves anything that is not an approved answer; templates and waves need compliance too.
Transcript
- Investor Relations AI answers investors' questions from their own records and fund documents, every figure cited.
- It is for IR teams.
- One transfer agent alone runs 1,000 people on investor calls.
- Elena opens a Swiss Pension Fund's German question about its distribution and tax pack.
- An agent confirms the sender may see this account, the others read only its records.
- The reply is drafted in German, with English beside it.
- Each figure is cited, the amount to its notice, the March 15th date to the partnership agreement.
- A checking agent back-translated it and re-computed every figure.
- Elena approves, it goes out with her name on it.
- Approved once as a template and co-signed by compliance.
- It answers 37 more questions in 6 languages.
- Every answer is cited, signed, and logged, with an evidence pack for auditors.
- In September, 61% of nearly 15,000 questions were answered from approved templates.
- Built on Botminds: agents, data, screens, and governance on one platform.
Transcribed from the film’s narration. Captions are on the player.