Staff dug through scattered files to verify stats. An AI search tool now delivers cited, compliance-approved answers instantly.
A global fixed income leader managing $2 trillion in assets serves hundreds of thousands of investors with diverse portfolios requiring precise, up-to-date product information.
Client-facing teams struggled to answer inquiries quickly as they manually sifted through scattered databases while ensuring every statistic matched...
“Our clients have such diverse investment needs. When clients call with questions about the specific funds they’re invested in, our teams need to find accurate answers quickly.”
Investment management firm specializing in fixed income and alternative assets.
Enterprise software, cloud infrastructure, and consumer electronics platform.
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