Utilising AI Agents and Natural Language Financial Analysis To Provide Results in Minutes for a Sovereign Wealth Fund
Investment research and analysis reduced by 90%, now taking just minutes
One integrated tool for competitor analysis, with multi-scenario modelling capabilities
Background
Our customer is a sovereign wealth fund, responsible for developing and executing a nation state's investment and economic strategy. Given the scale and volume of investments, it was imperative to monitor, process and act on real-time market indicators, such as key industry changes, company analysis and market intelligence from third-party data sources such as Bloomberg, Thomson Reuters, Factset and the regional stock exchange.
Solution
The custom AI-enabled market intelligence platform was developed for the customer on Amazon Web Services, with access to Anthropic models.
Bringing together AI chat, model context protocol (MCP), AI agents, large language models, data infrastructure and real-time analytics that enabled the fund to perform complex investment research, market intelligence and competitive assessments with unprecedented speed and accuracy.
The solution delivered a number of primary agentic AI use cases for the fund, including:
Investment research into potential portfolio companies, aggregating internal and external intelligence for holistic insights.
Investment benchmarking versus competitors using investor, press and analyst communications, website, market movements and performance, to deliver predictive analytics.
Investment modelling based on edge-case events across socio-economic scenarios.
Impact
Investment research and analysis reduced by 90%. What previously took days to complete can now be performed and distributed across investment teams in minutes.
On-demand competitor analysis with multi-scenario capabilities allowed the team to monitor complex data sets and patterns using one integrated tool, to make faster and more accurate investment decisions.
Modelling scenarios for edge-case events, which previously took 5 weeks and can now be completed end-to-end in 1 day.
Why WeBuild-AI
Thanks to our ability to move at AI speed, our partner AWS was able to move to POC for the customer within a rapid time window. The holistic, custom platform was delivered to the customer as a POC during the first pitch, a speed that was maintained through delivery and revision stages. The customer shipped the final AI solution within weeks.
