I have been working with Amazon Q for three years. In Amazon Q, I work with what we call the client's CMS, Client Management System, whereby we input information from clients and process this information to have tracking dates of when items were created and their types. I work in the financial world dealing with hedge funds. We process new accounts, purchase subscription items, and redemption items. We obtain particular information concerning how it is being processed from the information we receive. It entails information that deals with trade types and the amount which investors would invest. It deals with account names or account numbers where we input this information online so that in the future someone can easily track this information using the tracking source key number and get the particular information needed.
I can tell you about a situation where we had new investors using Amazon Q. We were able to create new accounts for each of them with items appended and uploaded into their various systems. With this, we had tasks where we could monitor each investor with each document appended on the queue for easy reference rather than going back to our share folder or SharePoint to get various documents individually. We were able to go individually to various documents and check for each investor. The action we get is that we process these investors promptly because of the appended documents. It is easier to trace the amount, date, and type of investor investing in the company. We ensure that we get the right document for the right investor. The result is we avoid escalations and issues where different investors are processed incorrectly. We can analyze and pinpoint which document belongs to each investor and process the trade accordingly, reducing stress by approximately 99%.
Prio in Amazon Q is an application where we process client information. We go into this particular section to process and create new accounts. We input client information including contact information, email address, phone number, and residential address. We also process trades based on what investors want, whether subscription documents or redemptions. It helps us monitor the amount of trades booked and pending at month-end. It also helps generate statements to track how much investors have invested or remain with the company. The platform helps us track various funds in which different investors have invested.










