Qeelyn Analytics: Bolstering Cognitive Technology in Wealth Management

In the age of digitalization, every business is striving to create a digital future, and the wealth management sector is no exception to that. When it comes to implementing the “right” technology, however, many companies lack adequate exposure to evaluate different technology components. Further, given the complexity of integrating modern technology or replacing its existing IT infrastructure, managing the constant changes during the transition becomes extremely difficult for the companies. To help the wealth management sector untangle this complicated knot, Qeelyn Analytics, a Hong-Kong based Fin-tech company, has emerged at the forefront. Under the leadership of its CEO and director, Yiqiang Guo, Qeelyn Analytics has combined trading and investment with data analytics to make investment easier and intelligent for its clients.

Qeelyn Analytics—as the forerunner of digitalization in the wealth management sector—has identified cost-saving, profit enhancement, and risk reduction as the key drivers of digitalization. To help its clients achieve these critical parameters, Qeelyn Analytics has designed and developed a number of products such as AdvisorQ, Analysts.Ai, and some other customized solutions. The company provides free trials along with free technical support in the early stage and collects inputs from the users to improve the solutions, which in turn helped them gain the trust of its clients and create higher market traction.

Elucidating on the company’s product deck, Guo says, “Our solutions are imbued with the power of natural language processing and data algorithm as well as web crawler to cater to the requirements of our clients.” For example, ChatbotQ, a cloud-based chatbot that focuses on improving customer experience and customer engagement, and AdvisorQ, a robotic advisor engine that supports asset allocation, are both from the first-generation solutions.

These two solutions—which can integrate with all interfaces—can understand users’ intents through content awareness and offer human-like conversational experience. Similarly, Analysts.Ai, the intelligence analytics engineer, helps analysts to sort out relevant intelligence from the ever-exploding information source and understand their impact on stock prices.

Based on the client feedback on these solutions, Qeelyn Analytics offers its second-generation of solutions. Whilst there are many new solutions in the market for Quantamental and QuanTech areas, the most powerful solution, which cover both areas under Qeelyn Analytics’ hood is DeltaOne. It is a financial derivatives trading platform that comprises risk and compliance management, automatic hedging recommendation, execution, automatic valuation report and settlement. In addition, the company is also working on upgrading and re-launching QuanTech area with automated trading algorithms for actual stock trading.

In the light of Qeelyn Analytics’ recent partnership, Guo shares the story of Huayu Securities Limited (HYS), a Hong-Kong based traditional stockbroker, who has now become one of the most valuable customers of Qeelyn Analytics. Before partnering with Qeelyn Analytics, HYS faced several challenges. The customers of HYS had a diversified demand in terms of return and risk profile and HYS had very limited resources to meet such demand. Apart from insufficient resources, what had burdened the company further was the manual valuation of securities and settlement operation. On the other hand, HYS wanted to establish a proprietary trading business for better hedging its risk position and a better return for excessive capital. To mitigate the hurdles with the power of cognitive applications, HYS had chosen DeltaOne. By implementing the system, Qeelyn Analytics helped the client to automate the trading process along with the valuation and management of risks, and settlement. Through this,Qeelyn Analytics was able to gain the trust of HYS, which in turn led to a joint venture with HY International, a well-known international investment company, to take care of risk hedging and proprietary trading with both Quantamental and QuanTech engines.

Nowadays, Qeelyn Analytics, through its partnership with HY International, is stepping into the arena of licensed financial services as well as asset management business to further meeting the clients’ demand. The company is also expanding its footprints to Singapore. Hence, in the near future, Qeelyn Analytics will be able to run a data technology and algorithm-driven investment management model using its in-depth expertise in cognitive technology.