industry
Financial Services

Deploying AI-powered chat for data summarization and security

Key results:
  • Reduced turnaround time for preparing summaries/reports by ~5x
Value levers pulled:
  • Efficiency increase
  • Data organization
  • Data security enhancement

Picture this...

You’re a US-based PE firm with over $80B in AUM. You have a wide range of diverse documents that are vital for day-to-day operations and decision-making, housing both non-propriety and proprietary data. You spend a significant amount of time reviewing and preparing draft summaries based on these documents, and you need to be more efficient.

You turn to Accordion.

We partner with your team to enhance operational efficiency and accelerate response time by reducing the time spent on manual data interpretation, optimizing report preparation, and improving data organization. We do this by:

  • Developing Conversational AI with GPT for document summarization.
  • Launching private, secure firm-wide Chat GPT access.
  • Creating a knowledge base with Retrieval-Augmented Generation for information extraction and summarization.
  • Building dashboards for tracking user engagement and cost overheads that are associated with the system’s operations.
  • Developing an intuitive and user-friendly interface for easy interaction.

Your value is enhanced.

By introducing automation, you reduce the turnaround time in preparing summaries and reports by ~5x, reducing the time spent on manual data interpretation and optimizing report preparation. You also improve data security through the implementation of ring-fencing measures, which restrict the transfer of data outside the client environment.

Enhanced value:

You reap multiple benefits, including:

  • Reduced turnaround time for preparing summaries/reports by ~5x