AI-Powered Financial Data Research: How One Firm Transformed Investment Workflows

An engagement led by our consulting expert

For financial analysts, time is everything. Fast, accurate insights can be the difference between a missed opportunity and a winning investment. In this case study, we explore how our client, a financial investment firm, used AI to transform how their teams access and interpret complex financial data, delivering faster decisions, reduced manual effort, and higher platform engagement.

Objectives: Speed and Simplicity for Analysts

Our client’s goal was to use AI to:

• Make financial data easier to access for analysts
• Speed up investment decision-making
• Enhance the usability of their internal platform for both analysts and executives

They wanted to remove the technical barriers to research and give teams instant access to the information they needed.es as a modern, proactive firm, ready to meet client expectations in a rapidly evolving landscaped to lead with.

The Challenge: Complex Data, Slow Decisions

The firm’s internal platform housed a large amount of valuable financial data, but it was difficult to navigate.
Analysts had to dig through multiple layers of information or rely on manual data pulls, slowing down their ability to respond to time-sensitive investment criteria.

The client needed a smarter, more intuitive way to surface the right insights, faster.

The Solution: Natural Language AI Search

We built and implemented an AI-powered natural language search engine within the platform. This feature enabled analysts to type questions in plain language and receive real-time, context-aware responses, eliminating the need for technical queries or advanced database skills.

In addition to the core search capability, we delivered:

• A technical architecture and AI roadmap
• Knowledge transfer sessions to the in-house dev team
• Support for seamless handoff and internal adoption

Our partnership approach ensured the solution was fully embedded and scalable.

The Results: Better Access, Smarter Decisions

Improved Platform Engagement

The new AI feature made the platform more accessible and intuitive, driving greater usage among analyst teams and senior decision-makers.

Faster Research Turnaround

Analysts could now retrieve answers instantly, without the bottlenecks of manual search or external queries, accelerating time to decision.

Foundation for Future Innovation

We also helped the client develop a feature variant that allowed analysts to batch research questions and receive alerts when specific investment or divestment criteria were triggered, paving the way for future AI enhancements.

“They were fast to produce an excellent proof of concept which we have adopted into our platform architecture. Would recommend.” – Brian, Head of Innovation

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