FinovateFall 2013 / Narrative Science

Presenter Profile:

How they describe themselves: Narrative Science enables financial institutions to uncover the insight hidden in data and create new communication at a scale and frequency never before possible. Our patented technology platform, Quill™, automatically analyzes data and produces narratives that are contextually relevant, actionable, and individualized to any audience. Content can be produced in many formats, including business reports, articles, summaries, visualizations, headlines, and Tweets, allowing companies to accelerate go-to-market efforts, improve client interactions, and sell new products. Our solutions for the financial industry include automated creation of fund commentary, portfolio summaries, advisor prep material, client reporting and communications, marketing collateral and investment research.

How they describe their product/innovation: Quill Financial is a product suite that enables financial institutions the ability to automatically analyze, understand, and communicate what’s happening in their data at a speed and scale never before possible.

Portfolio Commentary: Quill automatically creates and delivers on-demand portfolio communications for wealth and investment management firms so that portfolio managers, sales, and marketing teams can access tailored, up-to-date commentary whenever they need it.

Investment Research: Quill analyzes both proprietary and market data to produce monthly and intra-month research reports that assess company expectations, upside and risk to help analysts, bankers, and investors make long-term investment decisions.

Product Distribution Strategy: Direct to Business (B2B), through financial institutions, & through other fintech companies and platforms


Bus. Dev. & Sales: Jeff Otten, VP Sales,
Press: Katy De Leon, Marketing Director,

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