Fintech
Client: Established FinTech, providing real-time Market Data to Banks
01
Business Objectives
Improve User Experience (UX) of sourcing financial data in Market Data Terminals.
​
​Increase revenues by launching a new AI-Enhanced product.
03
AI Solutions Delivered
OpenAI Assistants tech to create a custom Financial Analyst Agent.​
​
Integrate >20 data APIs to feed AI Analyst.​
​
Copilot interface, enabling real-time AI-analysis of >3,000 financial instruments.
02
AI Opportunities Identified
Integrate a product copilot into Client’s Market Data Terminal to serve as an AI-Enabled expert financial analyst for users.
04
Customer Value
Launched new AI-Enhanced Product, to upsell to new and existing customers. ​
​
Targeting +25% ARPU in year 1 after product launch.
eLearning Platform
Client: Ed-Tech Startup, pre-seed stage
01
Business Objectives
Create a AI enabled language tutor to help people learn languages fast.​
​
The AI tutor should adapt to the user proficiency level and learning pace to improve learning outcomes.
02
AI Opportunities Identified
AI powered Language Tutor.
03
AI Solutions Delivered
Implementation of OpenAI Assistants technology to create a custom Language Tutor Agent.​
​
Development of a web-based user interface similar to Chat GPT to interact with the AI Tutor.
04
Customer Value
Developed Minimum Viable Product of high quality using the latest AI technology in 1 month time.
​
Test the market with real users to integrate a feedback and product development cycle.
​
Help raise funds.
Investment Bank
Client: Boutique Investment Banking firm, with 3 business lines and 25 staff
01
Business Objectives
Gain more value from in-house and external research data. ​
​
Share curated research and analysis across the firm.​
​
Retain valuable knowledge in-house as employees leave.​
​
Improve operational efficiency in creating financials and KPIs.​
​
Financial performance transparency for Exec Team
02
AI Opportunities Identified
Financial data aggregation to train a Large Language Model (LLM).​
​
Financial modelling workflow automation.
03
AI Solutions Delivered
In-House Data Trained AI Analyst:​
Custom Trained GPT Model.​
​
In-house SharePoint integration for Retrieval Augmented Generation (RAG).​
​
Chatbot Interface for Client team​
​
Automated bank transaction aggregation and categorisation.​
​
Cloud database and visualisation dashboard.
04
Customer Value
Reduced research and document search time by 1hr per analyst per day.​
​
Rapid production of high quality content for client pitches.​
Automated 4 manual processes, saving 1hr per analyst per day.​
Provided real-time analytics and KPIs for decision makers.
Payroll & Staffing
Client: HR and Payroll Outsourcing firm, with 120 customers and 123,000 customer employees
01
Business Objectives
Reduce operational costs
Automate payroll processing tasks
Reduce payroll processing errors
Increase HR team’s quality of service to customers’ employees.
03
AI Solutions Delivered
AWS Textract to read PDFs and images, and extract key data points
Custom trained GPT to process medical leave days
API integration to client platform
​
OpenAI Assistants technology to create a custom HR Agent
ChatBot interface for customers’ employees, within client’s platform.
02
AI Opportunities Identified
Automate data extraction from >1,000 PDFs and images per month.
Automate assignment of medical leave days to payroll periods
AI-Powered HR Agent to respond to employee queries
04
Customer Value
Automated 3 repetitive processes, saving 1hr per Ops employee per day.
Seamless integration to existing operations.
Error rates reduced to less than 1%
​
Saved HR Team 1hr per day responding to queries.
Reduced customer query response times to <5 secs.
eCommerce
Client: Leading online pharmacy in LatAm
01
Business Objectives
Reduce customer service average time to reply from 4 minutes to 2 seconds.
Increase the quality of customer service.
Increase revenue by personalized product upselling.
​
Retrieve doctor and prescribed medicines information from prescriptions for doctor marketing campaigns.
02
AI Opportunities Identified
Integrate a product copilot into their website, CRM and WhatsApp. ​
​
Extract text from images programmatically.
03
AI Solutions Delivered
OpenAI assistants to create a custom e-commerce customer service agent.
Integrate function calling to create new orders and provide order status.
OpenAI Vision API to extract text from images and identify relevant fields.
AWS Textract and Comprehend Medical to identify medical fields.
04
Customer Value
Reduced research and document search time 1hr per analyst per day.
Increased the content quality of client pitches by 50%.
​
Increased revenues by marketing directly to doctors who then refer patients to purchase online.
