Advisors lost hours digging through 100,000 documents. A GPT-4 assistant now surfaces answers instantly from the full knowledge base.
A global wealth management firm managing a knowledge base of over 100,000 documents subject to strict regulatory compliance standards.
Advisors spent hours manually searching through documents to find answers, creating friction that limited client engagement. The legacy system could...
“This technology makes you as smart as the smartest person in the organization. Each client is different, and AI helps us cater to each client’s unique needs.”
Global investment bank and wealth management firm serving institutions and individuals.
AI research and deployment company developing generative models and tools.
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