Automate Document Summarization: Reduce manual effort by extracting key information directly from emails.
Provide Market Sentiment Analysis: Help managers understand company reputation and shareholder data.
Enhance Meeting Efficiency: Offer dynamic screens and auto-generated meeting summaries.
Support Data-Driven Decision Making: Deliver insights like Request Descriptions, Financial Coverage, Security Ratios, and CACC Reviews.
To understand the challenges banking managers face in preparing for board meetings, managing financial documents, and accessing relevant market insights, and to identify opportunities to enhance productivity and decision-making through the SPARQ app.
Understand how managers currently handle financial documents received via email.
Identify pain points in manually extracting and summarizing critical information.
Determine what key information (e.g., company name, request description, financial metrics) is most valuable to managers.
Evaluate how managers currently gather shareholder information, financial news, and market sentiment data.
Discover challenges faced in accessing and interpreting this information quickly.
Explore preferences for data visualization (e.g., sentiment bars, sunburst charts).
Examine the workflow for preparing for bi-weekly board meetings.
Identify the information managers need before attending meetings.
Understand the tools and methods currently used to track meeting discussions.
Determine the challenges in capturing meeting notes, key discussions, and action items.
Understand how managers compile meeting minutes and action items after meetings.
Evaluate the time and effort spent on generating meeting reports manually.
Identify what features would improve the accuracy and efficiency of meeting summaries.
Assess the ease of use of existing tools for document management and meeting preparation.
Identify frustrations or usability barriers managers face.
Discover opportunities to create a more intuitive, efficient, and effective user experience with SPARQ.
Automated Efficiency: A tool that automatically summarizes lengthy financial documents, extracting key information such as company names, request descriptions, financial metrics, and CACC review statuses to save time and reduce manual effort.
Market Sentiment Insights: Access to consolidated shareholder data, market trends, and financial news with visual aids like sentiment bars and charts, enabling quick and accurate interpretation of a company’s market position.
Meeting Preparation & Execution: An intuitive dashboard that provides a quick overview of all financial requests, displays dynamic content during meetings, and offers a voice recording feature that captures discussions and generates automated meeting summaries.
Post-Meeting Support: The ability to generate detailed meeting outputs, including agendas, key discussions, action items, and concerns, along with options to export summaries for sharing and archiving.
Enhanced User Experience: A seamless and intuitive interface with clear navigation, interactive insights, and accessibility features, ensuring managers can efficiently prepare for and contribute to board meetings.
Integration & Adaptability: Smooth integration with existing email systems to automate document retrieval, and adaptability across different devices, particularly iPads, to align with managers’ workflows.
Hafiz bin Mustafa
Managing Director, Wholesale Banking
Age: 42
Education: Master’s Degree in Finance from the University of Malaya
Location: Kuala Lumpur, Malaysia
Job: Banking Manager at a leading corporate bank
Family: Married with two children
Goals:
He invest his time and his effort to his family.
He needs to improve his work performance and skills.
He is so loyal to his bank so he needs to upgrade and conduct for upgrade this bank.
He cares about his image wise as well.
Frustrations:
Time
Working Quality
Lake of Informations
Slow Information Retrieval
Technological gap
Difficulty Real-time Access
