Seven analysts manually wrote notes for 200 products. AI agents now digest fact sheets to draft compliant commentary instantly.
A global asset manager with over $1.6 trillion under management, serving Financial Professionals across more than 150 countries through mutual funds, ETFs, digital assets, and alternative investments.
A team of just seven analysts manually authored research notes for the firm's distribution teams, limiting coverage to 200 products and leaving...
“Agent Bricks lets us scale reliable, compliant fund analysis. What would take days now takes seconds, and we trust that every insight is grounded in our data and business logic.”
Global investment management firm for individual and institutional investors.
Databricks is a Big Data company that offers a unified analytics platform for data science, engineering, and analytics teams.
Franklin Templeton's Fund analysis is part of this use case:
Related implementations across industries and use cases
500+ regex rules struggled with messy text. AI agents expanded coverage 20x, cutting processing from 24 hours to one.
Advisors hunted data across five systems. GenAI now builds traceable meeting packs, saving 4,700 hours a year.
Manually parsing thousands of documents slowed analysts. Now, a custom AI research engine synthesizes traceable market insights in hours.
Manually parsing thousands of documents slowed analysts. Now, a custom AI research engine synthesizes traceable market insights in hours.
Analysts were capped at 15 companies. AI agents cut alpha discovery from 12 months to two and generate reports 60% faster.
Analyzing 200-page reports took senior reps hours. Now, AI extracts key insights, empowering any sales rep to build tailored client decks.
Escalations from 2.5M daily transactions bottlenecked teams. Multi-agent AI now dynamically routes and resolves complex payment issues.
On-premise systems, dispersed and brittle, bottlenecked every release. AI agents now run routine dev steps — hours cut to minutes.
A mistranslated word could derail global R&D projects. Now, researchers instantly refine technical papers & communicate seamlessly across languages.
Seven analysts manually wrote notes for 200 products. AI agents now digest fact sheets to draft compliant commentary instantly.
A global asset manager with over $1.6 trillion under management, serving Financial Professionals across more than 150 countries through mutual funds, ETFs, digital assets, and alternative investments.
A team of just seven analysts manually authored research notes for the firm's distribution teams, limiting coverage to 200 products and leaving...
“Agent Bricks lets us scale reliable, compliant fund analysis. What would take days now takes seconds, and we trust that every insight is grounded in our data and business logic.”
Global investment management firm for individual and institutional investors.
Databricks is a Big Data company that offers a unified analytics platform for data science, engineering, and analytics teams.
Franklin Templeton's Fund analysis is part of this use case:
Related implementations across industries and use cases
500+ regex rules struggled with messy text. AI agents expanded coverage 20x, cutting processing from 24 hours to one.
Advisors hunted data across five systems. GenAI now builds traceable meeting packs, saving 4,700 hours a year.
Manually parsing thousands of documents slowed analysts. Now, a custom AI research engine synthesizes traceable market insights in hours.
Manually parsing thousands of documents slowed analysts. Now, a custom AI research engine synthesizes traceable market insights in hours.
Analysts were capped at 15 companies. AI agents cut alpha discovery from 12 months to two and generate reports 60% faster.
Analyzing 200-page reports took senior reps hours. Now, AI extracts key insights, empowering any sales rep to build tailored client decks.
Escalations from 2.5M daily transactions bottlenecked teams. Multi-agent AI now dynamically routes and resolves complex payment issues.
On-premise systems, dispersed and brittle, bottlenecked every release. AI agents now run routine dev steps — hours cut to minutes.
A mistranslated word could derail global R&D projects. Now, researchers instantly refine technical papers & communicate seamlessly across languages.