AI-led products

AI-led analytics products

Five AI-led products covering the analysis and pricing pillar: pricing platform, market briefing, analytics dashboards, regulatory radar, and bespoke reporting. Built so the management team makes decisions on data rather than on impressions.

The advisory pillar covers what good looks like in analysis and pricing. The products on this page are the AI-led implementations that move the management team from running-on-impressions to running-on-data.

Product 9: Price

AI-augmented pricing platform with scenario engine across the MEFF forward curve, customer mix shifts, weather scenarios and regulatory scenarios.

Pricing is the single highest-leverage decision the retailer makes. Most retailers price by benchmarking against the published competitor offers and adding a margin, which works in stable markets and loses materially in volatile ones. Price is the working platform that runs each tariff through the full sensitivity envelope before it goes to market.

What it does:

  • Tariff component modelling across the five product families (variable, fixed-term, indexed, green-tariff, structured)
  • Sensitivity analysis against the MEFF forward curve (current, +20%, -20%), customer mix shifts, weather scenarios, regulatory shifts
  • Risk premium derivation from current hedging economics, not historical practice
  • Competitor benchmarking with explicit treatment of hidden discounts, loyalty pricing and segment-specific offers
  • Pricing committee workflow with documented approval, sign-off and audit trail
  • Continuous pricing recalibration on a defined cadence rather than ad-hoc

What it integrates with:

  • MEFF forward curve data
  • The retailer's customer book
  • The retailer's cost-to-serve model
  • The Forecast product (or any equivalent demand forecast)

Engagement: 8 to 12 weeks build. Optional ongoing pricing-committee support on a quarterly or monthly cadence.

Best for: Retailers running multiple product families, retailers in volatile price periods, retailers that have repriced poorly in the last 12 months and are looking to install discipline.

Related reading: Pricing design for Iberian retailers.

Product 10: Brief

AI-generated weekly market briefing covering OMIE, MIBEL, MEFF, GdO and cross-border flows, plus monthly outlook with explicit hedging recommendations.

Most retailers do not have the in-house bandwidth to track the Iberian wholesale market with the depth the pricing function actually needs. Brief is the agent-generated reporting layer that produces the weekly briefing, the monthly outlook and the quarterly forward view that the management team uses to make decisions.

What it does:

  • Weekly briefing (6 to 10 pages, every Monday): cleared prices, forward curve movements, intraday liquidity, GdO secondary clearing, cross-border flows, new CNMC resolutions, brief impact commentary
  • Monthly report (15 to 25 pages, first working week): deeper analytical commentary, the retailer's positions against the market, specific scenarios for the next 3 to 6 months, pricing implications
  • Quarterly outlook (30 to 50 pages, quarterly): forecasts for the next 12 to 24 months, hedging recommendations, product-pricing recommendations, notable regulatory changes expected
  • Ad-hoc deep-dives on specific market events
  • All reports human-reviewed and signed off before distribution; the model drafts, the human approves

What it integrates with:

  • OMIE published clearing data
  • MEFF forward curve
  • MIBEL intraday liquidity feeds
  • The retailer's own purchasing position data
  • Press, broker commentary and the CNMC/MITECO publication feeds

Engagement: 4 to 8 weeks to set up the pipeline. Monthly retainer for ongoing production. The quarterly outlook is typically a separate fixed-fee deliverable.

Best for: Every retailer that does not have a full-time senior analyst on the wholesale market. Materially smaller cost than the equivalent in-house hire.

Related reading: Iberian wholesale market reporting.

Product 11: Board

Analytics platform integrating the customer, purchasing, regulatory and financial data domains into the dashboards the management team actually uses.

Most retailers have a billing engine, a CRM, a trading desk and a regulatory function, each producing its own reports that do not reconcile against each other. Board is the working analytical layer that bridges the four domains into a single canonical view, with the five dashboards the management team uses regularly.

What it does:

  • Analytical data model covering customer book, purchasing book, regulatory cycle and financial P&L
  • Five core dashboards: gross margin per customer cohort, operational variances, wholesale position, customer book health, cash and working capital
  • Data pipeline from the operating systems into the analytical layer
  • Documentation and ownership for the analytical artefacts
  • Pruning discipline: dashboards that stop being used are retired rather than left to clutter

What it integrates with:

  • The retailer's billing engine
  • The retailer's CRM
  • The trading desk system (or the Execute product)
  • The regulatory function (or the File product)
  • The retailer's general ledger

Engagement: 12 to 16 weeks build. Ongoing data- engineering retainer for retailers without in-house data capability.

Best for: Every retailer above 100 GWh. Most retailers under 1 TWh do not have a working analytical layer today and rely on monthly report-out spreadsheets.

Related reading: Building analytics dashboards for Iberian retailers.

Product 12: Radar

Regulatory monitoring agent covering MITECO, CNMC, REE, OMIE, EU directives, plus ERSE and DGEG. Same-day notification, structured impact assessment, implementation tracking.

The Iberian regulatory envelope moves more often than most retailers realise. Radar is the agent layer that monitors the six regulatory sources continuously, classifies each new resolution against the retailer's operating model, and tracks the implementation work for the changes that matter.

What it does:

  • Continuous monitoring of MITECO, CNMC, REE, OMIE, EU directives, ERSE, DGEG
  • Same-day notification on new publications, with plain-language summary
  • Structured impact assessment per material change: what changes, when, what systems and people are affected, what the implementation effort is, what the sanction exposure is
  • Implementation tracking from notification through delivery, with appropriate governance
  • Quarterly cumulative regulatory envelope view: the retailer's position against the envelope, the upcoming changes on the horizon
  • EU AI Act overlap handling for retailers using AI in customer segmentation, complaint handling or pricing

What it integrates with:

  • MITECO, CNMC, REE, OMIE, ERSE, DGEG publication feeds
  • EU Official Journal
  • The retailer's change-management system
  • The File product (or any equivalent regulatory filing system)

Engagement: 4 to 8 weeks to set up. Monthly retainer for ongoing operation. Project support for the larger implementation programmes that material regulatory changes trigger.

Best for: Every retailer with an active Iberian licence. Particularly valuable for retailers without a dedicated in-house regulatory function.

Related reading: Regulatory monitoring for Iberian retailers.

Product 13: Report

Bespoke AI reporting for the retailer-specific needs: PE covenant packs, sustainability-linked loan reporting, counterparty credit committees, green-finance verification.

Beyond the standard analytical output, most retailers have one or two specific reporting requirements that do not fit the standard frame. Report is the agent-generated layer that produces these on the defined cadence, with the audit discipline the audience expects.

What it does:

  • Bespoke report design tailored to the audience and the specific decision the report supports
  • Build of the data pipeline from the source systems into the report structure
  • Automated extraction at the defined cadence
  • Audit trail at the granularity the audience expects
  • Periodic review of the report against its underlying decision: if the decision has moved on, the report is updated or retired

Typical reporting requirements:

  • Private-equity monthly or quarterly covenant packs
  • Sustainability-linked loan reporting (GdO coverage, customer-mix indicators, absolute emissions reductions)
  • Counterparty credit committee updates for large corporate customers
  • Shareholder reporting beyond the standard financial statements
  • Green-finance verification under the firm's framework (green bond, sustainability-linked bond)
  • Internal audit and risk committee packs

Engagement: Project-by-project, scoped against the specific need. Typical engagement is 4 to 12 weeks per report family.

Best for: Retailers with PE ownership, sustainability-linked financing, or significant corporate customer bases requiring counterparty reporting.

Related reading: Tailored reporting for Iberian retailers.

Where these products sit together

The five analytics products are designed to be implemented in a specific sequence. The most common:

  1. Radar first. Lowest operational cost, highest- impact risk surfaced quickly, helps prioritise the rest of the suite.
  2. Brief next. Cheap to set up, materially improves the pricing function's information base.
  3. Board third. Larger build but the analytical foundation the rest of the suite relies on.
  4. Price fourth. Builds on Board and Brief; the pricing function works better once it has both.
  5. Report last. Bespoke; better understood after the four above are in place.

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