Tailored AI

+20%

Increase in CSAT for high-net-worth clients

5+ Sources

Unified data access across SQL, PDFs, images, and web sources

HNI-Grade

Security and accuracy for high-net-worth client portfolios

The Client

Confidential — Wealth Management Firm

A wealth management firm serving High Net Worth Individuals who require immediate portfolio information across multiple asset classes — currency, bonds, insurance, stocks, and pension funds.

The Challenge

Hours of Manual Aggregation for Questions That Should Take Seconds

Traditional wealth managers manually aggregated data from scattered, unconsolidated sources — SQL databases, PDF reports, scanned images, and external websites. This time-consuming process couldn't scale and left HNI clients waiting hours for answers that should take seconds.

What We Built

AI-Powered Multi-Source Portfolio Intelligence

We built a conversational AI system that unifies structured and unstructured data sources into a single natural language interface — giving wealth managers instant answers to complex portfolio questions.

1. Intelligent Query Router

A multiplexor that analyzes each natural language question and routes it to the right data source — SQL databases, document stores, or web scrapers.

2. Natural Language to SQL

LLM-powered API that converts conversational portfolio queries into precise SQL, fetching structured data in real time.

3. Document Intelligence

AWS Textract integration for extracting insights from PDFs, scanned images, and unstructured financial documents.

4. Web Data Integration

Custom scrapers pulling real-time data from financial websites and external sources into the unified response pipeline.

5. Conversational Response Layer

LLM-powered natural language generation that synthesizes data from all sources into clear, human-readable portfolio summaries.

Technology

Powered By

LLM Query Routing Natural Language to SQL AWS Textract Custom Web Scrapers Multi-Source Data Fusion Conversational AI

The Results

20% CSAT Lift — From Hours of Waiting to Instant Answers

By replacing hours of manual data aggregation with instant, natural language portfolio queries, HNI client satisfaction increased by 20%. Wealth managers can now answer complex cross-asset questions in seconds, drawing from five or more data sources simultaneously — all through a single conversational interface.

"The AI should not only contextualize queries but accurately fetch information and provide answers in natural language, just like a human wealth manager would."

— Client Leadership

Ready to Transform Your Operations?

We've delivered $100M+ in business impact across IT services, healthcare, HR tech, and fintech.

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