#Japan #Tokyo #AI Sales #Metareal Group #Metareal SL

Metareal Group Launches Innovative AI Sales Assistant

On July 1, 2023, Metareal Group announced the launch of its new customer portfolio analysis assistant, Metareal Sales (Metareal SL). This cutting-edge AI tool is designed to support securities sales teams by automating the analysis of customer portfolio assets, performance, and investment tendencies.

What is Metareal SL?

Metareal SL specializes in visualizing customer portfolio risks and opportunities. By providing automatic insights into specific customer asset compositions, the system empowers sales representatives to generate tailored reports in just a few minutes. This significantly enhances the reliability and efficiency of sales proposals in the fast-paced securities sector.

Development Background

In today’s financial landscape, analyzing individual customer asset situations and providing timely, appropriate suggestions require extensive preparation. Often, the decision-making process regarding which customers to approach and at what time becomes reliant on individual experience and personal judgment. This results in challenges in presenting convincible supporting data for portfolio reassessments amid market fluctuations. Additionally, the overwhelming nature of follow-up tasks can hinder the ability to provide timely customer support.

Key Features of Metareal SL

Metareal SL boasts three main features that set it apart:

1. Automatic Data Integration: The tool automatically integrates customer asset data, swiftly analyzing composition, risk, and performance metrics.
2. AI-Driven Proposals: By correlating current market trends and historical data, the AI suggests optimal pathways for proposals tailored to client needs.
3. Efficient Reporting: Outputs are available in PDF or Word formats, allowing sales teams to utilize them directly in client meetings.

Additionally, it provides recommended actions, such as rebalancing or diversification strategies, along with detailed commentaries to enhance client interactions.

Target Users

This service is particularly beneficial for retail sales representatives in securities firms, departments catering to corporate client investment proposals, and teams offering comprehensive wealth management for high-net-worth individuals. Independent financial advisors (IFAs) and marketing personnel at asset management firms can also leverage this tool for optimizing client portfolios efficiently.

Strengthening AI Consulting with Metareal

Metareal Group is committed to expanding its specialist AI consulting and developing a series of generative AI solutions, beginning with Metareal DD. Each solution is crafted to address specific challenges faced in various industries, aiming to facilitate problem-solving related to sector-specific needs.

Our consulting services emphasize the rapid trial and error necessary for successful AI adoption, ensuring that the technology is effectively integrated into daily operations. With a proven track record across multiple sectors, including areas where AI integration has traditionally been challenging, we stand out by delivering unprecedented speed from deployment to practical use. The key driver of this success lies in the extensive volume of real-world trials our clients undertake, allowing rapid adaptability.

The Metareal AI Consulting Advantage

• - Field-Specific Expertise: With experience across 6,000 companies and 2,000 fields, Metareal provides industry-leading specialization that ensures rapid application of AI systems to specific tasks.
• - Collaborative AI Models: Leveraging collaborative orchestration technology to seamlessly integrate multiple existing AI models to meet diverse operational needs.
• - Global Insights: By incorporating global success factors and insights, Metareal ensures our AI development is equipped with the competitive edge needed in today’s fast-evolving market.

Our goal isn't merely to offer technology; we strive for the swift realization of AI that is genuinely usable in practice. Companies considering AI adoption are encouraged to reach out for consultation.

About Metareal Group

Metareal Group operates with the mission of liberating people from the constraints of time and language. We hold the position of number one in the domestic translation market and cater to various industries, from legal to IT. Our commitment to custom AI development ensures tailored solutions for each client's unique challenges.

For more information, visit Metareal's website or contact us at [email protected].