Auquan Features

Contains data visualization tools specifically tailored to handle financial information

Provides financial document search functionality to users

Analyzes financial statements from publicly traded companies

Contains customizable data charting tools

Carry out risk analysis for publicly traded companies

Provides document annotation and note taking capabilities.

Contains collaborative functionality that allows permissioned users to share documents and insights.

Monitors real-time market data and send alerts based on user input

Provides access to up-to-date financial market information

Aggregates media and news from relevant companies

Is accessible from a mobile device and by users on the go.

Connects to external systems and applications as needed to complete team workflows.

Ability to break down and plan multi-step processes

Initiate internal workflows based on detected events or requests.

Generate compliant client follow-up emails based on meeting context.

Populate financial forms and account documents using captured client data.

Sync transcripts, notes, and activities directly into CRM records.

Confirm required disclosures and documentation are captured during interactions.

Detect prohibited, risky, or out-of-policy language in communications.

Maintain tamper-resistant logs of conversations, edits, and compliance reviews.

Restrict data access based on user roles and permissions.

Initiate internal workflows based on detected events or requests.

Identify and extract follow-ups, tasks, and next steps from conversations.

Capture and transcribe client meetings and calls into summaries.

Analyze tone, sentiment, and engagement signals to assist client relationships.

Recommend follow-up steps or opportunities based on AI analysis.

Provide dashboards and reports on communication trends and advisor performance.

Identify upsell, cross-sell, or revenue opportunities from client conversations.