Case Study
WEALTH ADVISOR GENAI COPILOT
Executive Summary
A digital wealth-management platform serving independent financial advisors and distributors - managing client portfolios, SIPs and investment proposals across a large advisor network.
- Industry: Banking & Financial Services
- Geography:
- Capability: Agentic AI Platform
- Technologies:
- Key Outcome: • ≥80% accuracy on data-grounded responses
The Challenge
A digital wealth-management platform serving independent financial advisors and
distributors - managing client portfolios, SIPs and investment proposals across a large
advisor network
Delivery
A GenAI assistant embedded in the advisor dashboard answers natural-language queries and prompt-card actions. It retrieves live portfolio, AUM and client data through platform APIs, grounds responses with RAG over product documentation, and generates meeting-prep briefs, investment proposals, SIP and goal plans - every response scoped to each advisor's own book via role-based access
TECH STACK & INTEGRATIONS
Azure OpenAI (GPT-4o) - natural-language reasoning & generation
Azure AI Search - hybrid + vector retrieval (RAG)
Azure Cosmos DB - per-advisor chat context & history
Azure App Service - embedded assistant backend
Blob Storage & Key Vault - documents & secrets management
Integrations - platform APIs, existing auth, market-news feed
Results
• ≥80% accuracy on data-grounded responses
• ≤7s average response time
• 100% role-based access enforcement
Deep Dive into the Outcomes
Get the detailed PDF report covering the complete problem-solution-impact lifecycle and measurable ROI metrics for this project.
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