A Global Financial Institution
Enhancing Decision-Making with Proprietary Data and LLMs
Challenge
The client needed to make better-informed investment decisions based on vast quantities of proprietary data, including internal reports, client communication records, and market data. They were struggling with integrating this diverse information and making it easily accessible to their team for real-time decision-making.
Solution
Z AI developed a custom large language model (LLM) and chatbot solution, layered on top of the client’s proprietary data. The AI was trained to process financial reports, interpret client sentiment, and analyze historical performance data. By using advanced natural language processing (NLP), the chatbot could understand complex queries from investment teams and provide detailed answers based on the company’s internal data. The solution enabled the team to ask questions like, “What were the key factors influencing market changes last quarter?” and receive comprehensive, data-driven responses within seconds.
Results
Improved decision-making speed: Investment decisions were accelerated by 40%, as the team could instantly access relevant insights from the chatbot without manually searching through data.
Enhanced data accuracy: The AI’s ability to cross-reference multiple sources of information reduced errors by 20%.
Increased productivity: Analysts spent 30% less time on data retrieval, allowing them to focus on high-value tasks.