Secure RAG and Document AI for Fund Managers

Asset Management & Financial Services — Analysts and fund managers lost far too much time digging through financial reports, market data and complicated…

Client: Fund & Asset Management Firms. Sector: Asset Management & Financial Services.

The challenge: Analysts and fund managers lost far too much time digging through financial reports, market data and complicated documents

What we built: A combined RAG and Document Intelligence platform using advanced methods (GraphRAG, Self-RAG, Contextual RAG) to retrieve and analyse financial data securely

Tech used: RAG, GraphRAG, Document AI, Pinecone, Custom Models.

• Time on Research: -65%
• Document Handling: 10x faster
• Data Privacy: 100% Private
• Answer Accuracy: 97%+

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