At a Glance
The client was an American multinational hedge fund and financial services company with more than $62 billion in assets under management and over 2,000 employees and offices throughout North America, Asia, and Europe.
Stratify 360 shared ways in which generative AI (gen AI) could fundamentally change the way they did business. The client wanted to understand how to use gen AI most effectively, and how to ensure the applications are fully adopted and scaled within their organizations.
The Story
Stratify 360 conducted stakeholder interviews, combined with deep industry expertise, to tap into this valuable technology. Stratify 360 leveraged a proprietary change management framework to align value-centered use cases and clear targets, with business unit accountability.
Stratify 360 implemented an AI platform that handles repetitive tasks like portfolio rebalancing, report generation, and data entry, freeing up human advisors for higher-value activities. The platform also includes tools that serve as research assistants for investment analysts. Such assistants help parse through millions of event transcripts (e.g., earnings calls), company filings (e.g., 10Ks/10Qs), consensus estimates, macroeconomic reports, regulatory filings, and other sources, and quickly and intelligently identify and summarize key information.
