Global investment firm implements AI platform to accelerate marketing and increase new business

Case Study

Global investment firm implements AI platform to accelerate marketing and increase new business

UST also worked together with the client to build an advanced analytics solution for managing back testing strategy.

OUR CLIENT

The client is a global asset manager that delivers wealth and retirement outcomes. They employ 1,600+ people across 14 countries with 33 million customers.

THE CHALLENGE

Lack of data-driven insights kept firm lagging the competition

The client's Multi Asset & Macro team was in need of decision tools to help with portfolio risk management and new product development. At the time of engagement with UST, these strategies were handled by team members across the department, but the work was largely siloed and executed through manual and time consuming processes.

The client lacked an integrated platform for data analytics and as a result, the firm’s investment strategy division was unable to derive meaningful insights to make informed decisions and create data-driven strategies. The client consistently lagged behind competition when it came to putting industry-best investment products on the market.

THE TRANSFORMATION

Enterprise-grade AI solution elevates level of insight

UST implemented an end-to-end, enterprise-grade AI solution platform that the firm’s data team could use to manage the entire machine and deep learning application development lifecycle. UST went beyond simple framework development and collaborated with the client’s investment team to perform proof of concept work and prove capabilities before financially committing to a product license.

UST also worked together with the client to build an advanced analytics solution for managing back testing strategy. They demonstrated the Quantitative Modelling & Analytics Platform business process automation and achieved connected and controlled data analytics, python model management and deployment on the xpresso.ai platform.

The new platform has created a central repository where data, models, and experiments can be tracked.

THE IMPACT

£100 mn in new business as a result of new, platform-powered capabilities

The client is now able to maintain a collaborative work environment in which teams and analysts work together to develop informed strategies. The platform also enables seamless data import across multiple sources used by the client throughout various operations. As a result, the client has seen a 50% improvement in finalization of investment strategies and £100 mn of new business achieved.

EXPERTISE & RESOURCES

Discover our resources

Learn more about the expertise and resources that helped us achieve success on this project.

Digital Transformation Services | Digital Technology Solutions - UST

Digital Services and Strategy Consulting Solutions | UST

Data Analytics Services | UST