How AI Automation Empowers Traders to Focus on Strategy and Client Service
Tasks once taking hours now finish in seconds, freeing teams to focus on strategy and client relations. AI tools cut reporting time by up to 99%, boosting efficiency and insight.
From Chaos to Clarity
Tasks that once took an hour now finish almost instantly, cutting time by nearly 99%. This shift frees traders to focus on what truly matters: strategic decisions and strengthening client relationships. Automation lets the team apply their expertise to high-impact activities like gatekeeping, activating strategic operations, and setting key parameters.
As a result, responses to clients come faster and with greater insight, while onboarding new products happens more smoothly—improving overall client service.
For CSOP’s Associate Cenny Cui Haofan, the time saved on generating ETF reports has been redirected to cross-department collaboration and strategic planning. “My mornings are no longer chaotic. The reports are done in under a minute, allowing me to focus on higher-level tasks.”
Using Azure AI and GitHub Copilot, his team developed a user-friendly portal that automated data submission and provided real-time ETF insights to the broader team. Efficiency increased 30-fold, with daily tasks dropping from 10 minutes to just 30 seconds.
Turning Data into Decisions
Managing over 50 ETF products in Hong Kong and Singapore, CSOP’s investment team used to spend hours manually collecting data and drafting reports for frontline sales. Yi Wang, Deputy CEO and Chief Investment Officer, created an AI analytics tool leveraging Azure AI and GitHub Copilot within the Intelligence Hub.
This tool processes large volumes of stock charts and sell-side research to spot market trends and generate trading ideas for internal use. Monthly reporting time has fallen by 75%, freeing the team to focus on deeper analysis and faster decision-making.
Built in just days, the solution integrates seamlessly into existing workflows and supports both trading and marketing teams. “We used to spend one to two hours daily on manual data extraction. Now, that time is reclaimed for more valuable analysis, reducing monthly reporting effort by three to four times,” Yi explains.
Practical Takeaways for Management
- Automate routine data tasks to free your team for strategic work.
- Invest in user-friendly tools that democratize access to real-time insights.
- Leverage AI to reduce reporting time and improve decision speed.
- Integrate solutions that fit naturally within existing workflows.
Managers looking to implement similar efficiencies may explore AI training and tools to build tailored automation workflows. For those interested, a range of AI courses covering automation and office tools can be found at Complete AI Training.
