Case Study

How a global investment firm boosted productivity by up to 80% across four functions with GenAI solutions from UST

OUR CLIENT

This leading investment firm serves institutions, financial intermediaries, and individual investors through a diverse lineup of mutual funds and other managed products. Known for its research-driven approach, the company uses modern data and digital tools to enhance decision making and client engagement. With a sizable international workforce, it supports millions of investors across multiple regions around the world.

THE CHALLENGE

Fragmented manual processes limited research, analysis, marketing, and client engagement

Across the investment management organization, critical functions struggled with time-consuming, repetitive workflows that slowed productivity and limited strategic focus. Specific challenges included:

1. Investment teams struggled with labor-intensive document analysis.
   Employees spent an exorbitant amount of time preparing quarterly attribution reports, drafting fund commentaries, and integrating third-party data.

2. Marketing teams wanted to streamline and automate content development cycles.
   Manual content creation made it difficult to maintain brand consistency and scale as teams produced campaign content across multiple channels.

3. Investor relationship management associates working on comparative analysis of retirement plans needed more efficient processes.
   The team needed a solution to automate data extraction and the summarizing of retirement plan fee disclosures.

4. Sales associates lacked a unified, intelligent way to prepare for advisor meetings.
   Client-facing personnel struggled with manual processes, often piecing together notes and materials from disparate sources.

The company needed user-friendly, scalable GenAI solutions to analyze sensitive, internal data that would reduce friction across the investment, sales, and marketing functions.

THE TRANSFORMATION

Deployed four secure, scalable GenAI solutions that elevated enterprise efficiency

UST had been working with the company for nearly a decade, building transformative AI/ML technologies that streamline business operations. Therefore, it was no surprise when company leaders tapped our AI experts to address these productivity challenges. We designed and implemented four GenAI solutions, each addressing a distinct business need while operating within a secure, compliant environment. The solutions leveraged GPT-4-based models using Azure OpenAI. Together, these tools modernized how the company generates insights, engages customers, and produces high-quality content.

1. For investment teams, UST created an AI-driven fund commentary tool.
   Our solution analyzes historical performance data and past reports to generate high-quality draft narratives for mutual funds, exchange-traded funds (ETFs), and other asset classes. By automating data ingestion and analysis, the solution dramatically simplified commentary creation, enabling investment professionals to prepare performance attribution reports faster and more consistently.

2. For the marketing department, we developed consistent, brand-aligned AI-driven content creation capabilities.
   UST’s intuitive GenAI application empowers non-technical marketing users to create campaign-ready content. The tool generates brand-consistent social media assets, email templates, search tags, and additional promotional materials. By allowing users to seed the model with existing articles, reports, or bullet points, the solution produces polished, on-brand first drafts in minutes rather than hours.

3. For retirement analysts, UST delivered an automated AI-based retirement plan analysis and document intelligence solution.
   The AI-powered solution extracts key data points from complex and often non-machine-readable PDFs, answers targeted queries, and delivers standardized summaries of retirement plan fee disclosure documents.

4. For sales associates, we created an AI-powered sales meeting preparation tool.
   UST’s sales enablement tool consolidates customer insights, meeting history, performance data, and relevant content into a single, AI-driven experience. The solution summarizes prior conversations, identifies trends, recommends relevant articles, and automatically generates personalized agendas that can be shared directly from the platform.

THE IMPACT

Enterprise-wide AI-driven operational efficiency improvements

The four UST GenAI solutions delivered the following measurable, high-impact business outcomes:

1. Investment teams are 30% more efficient.
   The AI-based solution has saved an estimated 400-500 hours annually to produce fund commentaries and quarterly attribution reports. This efficiency gain has enabled broader coverage across fund types with minimal effort, and analysts have shifted their focus toward higher-value analysis rather than drafting documents.

2. The marketing department can create content up to 80% faster.
   The GenAI solution directly contributed to this dramatic time savings by accelerating content development cycles and reducing hand-offs, which broadened the team’s ability to produce materials for global markets.

3. Retirement analysts increased efficiency by 50%.
   By streamlining and standardizing processes to analyze and compare retirement plans using AI, associates can deliver more accurate summaries and advise clients with confidence.

4. Sales associated are 25-30% more efficient.
   Thanks to the AI-driven solution, sales associates are saving about 12 hours per week on client meeting prep by using a more strategic, personalized, intelligence-driven approach to prepare for client engagements.

With these solutions in place, the company has modernized its key research, marketing, advisory, and sales workflows, setting a new benchmark for efficiency and consistency throughout the organization.

Looking forward with agentic AI

Encouraged by the momentum of its initial GenAI deployments, the company is now focused on expanding adoption and deepening the value of the solutions already in place. UST is now helping the investment firm explore agentic AI systems that can streamline workflow-driven tasks across the enterprise. Several promising proofs of concept are underway as the company evaluates how agentic models can enhance decision support, streamline cross-team processes, and intelligently orchestrate multi-step activities. UST is actively guiding the company through this research, helping define high-impact use cases and mapping the path toward scalable, production-ready agentic AI innovation.

UST can help you accelerate productivity across your organization with secure, enterprise-grade GenAI solutions. Connect with us today to learn more.

RESOURCES

https://www.ust.com/en/insights/overcoming-generative-ai-adoption-challenges-in-enterprises

https://www.ust.com/en/ust-cxo-insights-august-2025

https://www.ust.com/en/insights/faster-insights-zero-compromise-ust-conversational-ai-solution-turns-unstructured-data-into-competitive-advantage-fintech-giant