AI Platform Delivers 70% Savings Through Optimised Decision Making for Investment Management Firm
Millions of pounds of costs offset thanks to bespoke, governed AI platform
New AI solutions deployed in weeks, down from 12-18 months previously
Background
A leading global investment management organisation, investing the national funds of a sovereign country, provides over 20 million customers with pensions and has over $1 trillion assets under management. With a strong focus on robust governance and compliance, the customer faced significant challenges in sourcing and identifying optimal investment strategies, constrained by inflexible and unreliable third-party software. Using the software increased total cost of ownership (TCO) and restricted innovation, with prototypes taking a year or more to be developed. The customer decided to undertake an internal review to assess “build vs buy”, which led to exploration into how generative AI could deliver a competitive advantage.
Solution
The solution delivered was an AI-ready deal management platform accessed by business users through an AI chat interface, which was cloud-native and built on Amazon Web Services (AWS), embracing best-practice resilience and scalability.
This bespoke solution aggregates, enriches and visualises both internal and external data, supporting next-generation investment decision-making. Employing natural language interaction, users can seamlessly interrogate complex data environments, generate charts or graphs and analytical insights, and automate workflows, eliminating dependence on legacy BI tools and third-party software.
Central to the platform was the implementation of a modular AI agent framework: model context protocol, and seamless integration with business and market data, enabling dynamic information discovery and collaborative analysis.
Overall this solution removed the need for manual and time-consuming data analysis, providing a secure, single platform, easily accessed through AWS. The customer also benefited from the implementation of an AI-enabled SDLC (software development lifecycle), optimising and enhancing internal innovation efforts to ensure future roadmap planning is executed successfully.
Impact
70% reduction in total cost of ownership, offsetting previous multi-million pound investments.
Measurable gains in data accessibility, ease of analysis and the ability to identify and exploit emerging investment opportunities.
AI-enabled SDLC so AI solutions could move from concept to live deployment in weeks, compared to historic cycles of 12 to 18 months for basic prototypes.
Custom solution with in-house control, flexibility, extensibility and future-proofed capabilities.
Why WeBuild-AI
WeBuild-AI collaboratively defined the business case and demonstrated clear, quantifiable value from a bespoke-build approach. Our technical expertise in generative AI, experience with data-driven financial solutions and proven ability to deliver modular, scalable products, were decisive factors. The customer recognised that our cloud-native, AI-enabled methodology provided the optimal blend of rapid prototyping, operational assurance and business alignment.
