Learn how AI-enabled investment assistants turn data into alpha.
Executive summary
Discover how our advanced AI technology can transform your financial services operations with reliable, context-driven insights and efficient technology use.
1. The Problem
Investment teams were exposed to inefficiencies, errors, and missed opportunities.
2. The Solution
Invisible built a secure Investment Assistant to extract the best information from hundreds of sources, turning 5 hours of research into 5 minutes of review.
3. Technical Overview
The Investment Assistant uses a 4-step workflow, including data cleaning, LLM fine-tuning, RAG models, and software integration.
4. Results
Within 6 weeks, the firm saw a 98% reduction in task time, enabling them with first mover advantage, closing deals faster, and with better terms.
5.
Make smarter investment decisions
Learn how to create long-term advantages by innovating on everyday problems with Invisible’s 48-hour collaborative development cycles.
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