CASE STUDY
Building a Recommendations Solution with Gen AI for an Investment Firm
About The Client
The client is an investment firm in the United States that integrates environmental, social, and governance (ESG) criteria into its investment strategies, ensuring that 70% of its portfolio is aligned with sustainable and ethical practices. The firm has helped clients divert $2 billion into green energy projects and socially impactful ventures in the past year alone. Leveraging advanced data analytics and AI technologies, the firm provides personalized, transparent, and impactful investment solutions, helping over 5,000 clients achieve their financial goals while making a positive difference.
Industry | Finance
Solutions | Generative AI
Location | USA
Business Challenges
- Developing investment recommendations based on individual values and preferences.
- Recommending different investment options to diverse customer segments.
- Recommending different investment options to diverse customer segments.
- Interpreting and explaining generative AI model outputs.
Business Solutions
- Incorporated explainable AI to provide insights into the rationale behind investment recommendations.
- Developed a flexible and customizable platform capable of tailoring investment recommendations
- Used generative AI to generate personalized investment options.
- Employed data science techniques for data integration.
Key Outcomes
40% Increase in Investment Adoption Rates
Increased Trust in Investment Recommendations
40% Increase in Investment Adoption Rates
Related Case Study
