top of page
Gradient Backdrop

Transforming Financial Forecasting and Analysis

​

Client Overview: A leading financial services company partnered with us to leverage advanced machine-learning solutions and data analytics for enhanced market predictions and strategic decision-making.

​

Challenges:

  • Accurately forecasting win/loss outcomes on future bids.

  • Understanding historical trends in workforce demand by geography, industry, and occupation.

  • Developing detailed forecasts of employees, establishments, and firms segmented by industry and firm size for the US.

  • Conducting comprehensive competitive analysis using SEC filings and developing key performance indicators (KPIs).

  • Identifying strengths and weaknesses in project bids, categorized by geography, industry, and firm size.

  • Ensuring enhanced privacy and security in the adoption of large language models.

​

Solutions Implemented:

​

  1. Win/Loss Prediction:

    • Implemented Azure machine-learning algorithms to forecast win/loss outcomes on future bids.

    • Utilized job postings data to analyze historical trends in workforce demand segmented by geography, industry, and occupation.

  2. Comprehensive Market Forecasting:

    • Developed detailed forecasts of employees, establishments, and firms segmented by industry and firm size for the US.

    • Conducted competitive analysis by reviewing SEC filings of competitors and developing key performance indicators (KPIs).

    • Performed win/loss analysis on project bids to identify strengths and weaknesses, categorized by geography, industry, and firm size.

  3. Data-Driven Insights:

    • Successfully advocated for the adoption of large language models, enhancing privacy and security through local implementation with Retrieval Augmented Generation (RAG).

    • Derived actionable insights from extensive datasets using macroeconomic time-series forecasting models tailored to specific client variables, including geography, industry, occupation, and firm size.

​​

Results:

​

  • Enhanced Predictive Accuracy: Improved forecasting of win/loss outcomes on bids.

  • Informed Workforce Planning: Gained valuable insights into workforce demand trends.

  • Strategic Market Positioning: Developed comprehensive market forecasts and competitive analysis.

  • Data Security and Privacy: Implemented large language models with enhanced privacy measures.

  • Actionable Economic Insights: Provided tailored macroeconomic forecasts for strategic decision-making.

​

Conclusion: Our advanced machine-learning solutions and data analytics empowered the financial services company to stay ahead of the competition, make informed strategic decisions, and achieve sustainable growth.

bottom of page