Case Study
Global investment firm implements AI platform to accelerate marketing and increase new business
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 and 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 backtesting strategies. They demonstrated the Quantitative Modelling and Analytics Platform for 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