Case Study: Motilal Oswal scales personalized portfolio reporting with Phrazor

How Motilal Oswal scaled personalized Portfolio Performance reporting with multi-lingual recommendations for their clients

Motilal Oswal Financial Services, a multi-faceted financial services company, needed a better way to explain portfolio performance to a large and diverse customer base across India. Its existing monthly reports were largely tabular, hard for many clients to understand, and available mainly in English, creating communication gaps and making it difficult to provide personalized advisory insights at scale. To address this, the company turned to Phrazor for portfolio analysis report automation and natural language generation.

Phrazor helped Motilal Oswal generate personalized, narrative-style portfolio reports with recommendations in Hindi, English, Gujarati, and Tamil, along with an interactive real-time dashboard, mobile access, cover emails, audio-video reports, PDFs, and live API integration for secure data access. The result was 4 lakh+ personalized client statements auto-generated, 60,000 unique clients accessing reports through the tool, and about 4 man-hours saved per client in portfolio analysis and report writing, while also helping the firm scale reporting, improve client understanding, and free analysts for higher-value work.

Motilal Oswal