Sura
Última actualización
December 16, 2025
Tiempo
1
min
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Industria
Financial Services
Cliente
Sura
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Acerca de
SURA is a financial services group focused on investment management and institutional-scale decision-making. Its investment operations require strong governance, traceability, and data-driven insight across portfolios and regulatory frameworks.
Reduction in manual analysis and spreadsheet dependency.
Reduction in time to actionable investment insight.
Improvement in decision traceability and response time.
Desafío
Investment data and decision histories were fragmented across spreadsheets and isolated systems, limiting real-time analysis, institutional learning, and auditability. Teams lacked a unified source of truth for investment decisions and outcomes.
Centralizing investment decision-making with institutional intelligence systems
Creai implemented an institutional intelligence ecosystem that connects data, decisions, and outcomes across the investment lifecycle.
The solution delivered:
- Centralized investment intelligence across portfolios, risks, and performance.
- A digital decision log to preserve institutional memory and governance.
- AI-assisted insights for risk anticipation and portfolio optimization.
- Conversational access to investment data for faster analysis.
This transformed SURA’s investment operations into a transparent, traceable, and data-driven decision system.
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