Market insights agent
Explains portfolios and markets in clear, human language. Turning performance data into actionable insights, building trust and engagement.
Markets explained, personally.
Monitors market trends, macro data, and portfolio movements, and explains what they mean for each of your clients, in their language, through their preferred channel.
- Proactive updates when opportunities or risks emerge
- Weekly wraps, daily briefs, or on-demand answers
- Delivered via chat, email, or dashboard
Inputs
- Has access to ~100,000 global securities data, including ETFs and mutual funds.
- Covers all crypto market data, including full price histories.
- Gathers macro data across the US, Europe, China and Japan.
- Collects financial & macro news data from global outlets and blogs, globally.
- Has access to private data, such as customer profiles, preferences, behaviour and portfolios using our Profiling Agent.
Outputs
- Through specific, pre-configured workflows and processing of the available data, tailored outputs are generated.
- Reports in various formats and timeframes are generated, including adhoc, daily, weekly, monthly and quarterly reports.
- Reports can be delivered in app, and through other channels such as email, social, etc.
- Inputs into motif's Investment Agent.