AI-Powered Analyst Efficiency

One of our IT clients, a leading financial investment firm, was spending 80 hours per week of analyst time working on a report that would take almost 2 weeks to be ready to deliver. The information in the report was incredibly detailed, had a wide variety of data sources (both public and internal), and included a great deal of analysis done by very smart people.

A few months ago, one of our engineers heard about this work. She immediately got one of our AI experts involved. Once the analysts (and partners) at our client were convinced that what we were doing was secure and safe (the only way we work with AI), we came up with an AI-based tool to reduce the analyst time from 80 hours a week to 16, but even more important, to cut to the delivery time from 2 weeks to 4 days. The tools involved generous amounts of prompting and code to interact with AI engines, API integration and data formatting, and feedback loops and training to detect hallucinations and bias.

The analysts still handle the most intelligent work, but so much of the time-consuming task work has been eliminated from their day to day responsibilities. Likewise, we are now working on tools for them that look for anomalies and patterns in data. Where the first tool has saved valuable time enabling smart people to do more, the tool we are currently working on for them has already uncovered things that are proving valuable and allowing them to gain a competitive advantage in a very competitive space.

The best part? We’ve been able to integrate these improvements (and provide real deliverables) at a fraction of the cost of a competing offer from a large national consulting firm.

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