Back to Case Studies
FINANCE FEATURED

Generative AI Asset Management Chat

GENERATIVE AI & LLM INTEGRATION

Challenge

An asset management firm spent excessive time responding to customer inquiries and internal information searches. Required instant accurate answers about investment products, market trends, and management policies, while expert staff resources were limited.

Solution

Built proprietary chat system leveraging generative AI technology. Fine-tuned LLM (Large Language Model) with asset management expertise to automate customer support and internal information retrieval. Provided end-to-end service from requirements definition through system design, development, and LLM implementation.

Impact

24/7 instant accurate responses enabled. Expert staff can focus on advanced tasks, improving customer satisfaction. Internal information search efficiency dramatically improved, accelerating decision-making speed.

Tech Stack

Generative AILLMCustom Chat InterfaceFine-tuningKnowledge Base Integration

Project Overview

Developed proprietary chat system leveraging generative AI for an asset management company. Automated customer support and internal information retrieval.