Investment Management Assistant

Analysts and wealth managers need to quickly and accurately analyze a vast amount of data. Typically they need to submit a request to their data team to build out dashboards or queries to pull this data, then manually analyze it, and only then can they take action. This process is slow and does not allow for real-time adjustments to queries, costing precious time and resources.

Our Investment Management Assistant is a cutting-edge AI tool to accelerate decision-making in Financial Services. Built with frontier AI capabilities, this solution goes beyond standard retrieval and summarization, featuring one of the world's most advanced text-to-SQL engines. Analysts can use natural language to request portfolio or individual investment data, which is retrieved, summarized, visualized in charts, and turned into actionable recommendations.

The assistant learns from each query, improving performance over time, and leverages advanced document extraction and report generation with in-context and few-shot learning. Investment professionals dramatically reduce time to insights, allowing them to focus on advising clients and optimizing portfolios.

• Automated Data Analysis 
  Quickly process vast amounts of information from research reports, financial statements, and proprietary data sources. Identify key trends, financial metrics, and insights, producing concise, accurate summaries that allow your team to focus on strategic decisions.

• Structured Data Retrieval and Visualization
  Our state-of-the-art, self-improving Text2SQL engine allows you to interact with your data sources in natural language, and turn your data into visuals and graphs that you can export to present to customers and other stakeholders. The system learns about your schema and business terms with every query and rapidly self-improves far beyond standard solutions.

• Dynamic Report Generation:
  Automatically generate tailored, pre-formatted summaries, highlighting key findings and performance indicators. This enables faster decision-making and reduces the manual effort typically required for report creation.

• Proprietary Data Integration:
  Easily integrate your proprietary datasets, financial databases, research, and customer data with out-of-the-box data connectors and integrations.

This powerful Generative AI solution was built with:

• Our state-of-the-art Text2SQL technology including embedding, reranking, and completion models fine-tuned to your business terminology and database schema
• Fine-tuned report generation and data extraction models.
• Bespoke prompt engineering and turning, including in-context learning, few-shot learning, and task decomposition.
• State-managed agentic workflows for reasoning against complex constraints.