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 in holdings across mutual funds, ETFs, and alternative investments serving clients in 150 countries.
A seven-person analyst team could only produce manual commentary for 200 products, leaving vast portions of the catalog without expert guidance....
“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.
Advisors hunted data across five systems. GenAI now builds traceable meeting packs, saving 4,700 hours a year.
Building voice AI in-house proved too complex. Now, agents resolve disputes and support calls for 4 million customers.
Forty entities duplicated work, stalling claims for days. A global AI engine standardized workflows, cutting settlement time to one day.
Complex tables in 100-page docs bottlenecked teams. AI now parses text and images, ensuring every output is traceable and compliant.