Case Studies: Real Results. Real Impact.
Explore how ADI transforms complex data challenges into automated, intelligent solutions that save time, improve accuracy, and unlock insight.
Enterprise Intelligence & Chat for a Large Single Family Office
Deployed an AI-driven enterprise intelligence platform to unify their data estate, power portfolio monitoring, and enable the team to interact with their data using natural language.
Challenge
The SFO struggled with data management and reporting. A multiplicity of files and feeds from fund administrators, GPs, LPs and 3rd party data feeds were unmanageable due to inconsistent formats and identifiers.The team was constantly working in Excel or other applications to create a unified and accurate view of their portfolio and business operations, and struggled with data quality issues.
Solution
The ADI platform integrated the SFOs data sources, and created a unified, high quality view of every asset, entity and data element they cared about.ADI created a single pane of glass for viewing their data estate, generating reports and eliciting actionable insights. The platform also enabled everyone to quickly find the information, and leverage conversational AI to ask questions of their data.
Impact
95%
fewer data quality issues
80%
reduction in manual data preparation time
Eliminated
rekeying of data
Enterprise Search & Chat for a Fintech Database
Built and deployed a client facing database, which is used by investors to research fintech companies. ADI created an entirely new user experience, including natural language access and custom report generation.
Impact
90%
reduction in time required by the consultancy to write reports
75%
reduction in manual data preparation time
Challenge
The team was manually maintaining proprietary content in Airtable and each report was bespoke generated by a team member. This involved manually joining internal and external data sources into a report for editing, none of which was scalable. The consultancy wanted a solution to automatically harvest content, unify their proprietary insights with third party data, and scale report generation.
Solution
The ADI platform integrated the consultancy’s proprietary and 3rd party data sources, and created a unified view of each company. ADI leveraged LLMs to harvest company updates, information on competitors, sector updates, etc. Finally, the database is now accessible using natural language, allowing customers to generate their own reports, and comparative analysis.
ADI finally gave us the right balance — an LLM-powered interface built around our capital markets data model.
Most AI tools are either too technical or too shallow, and ChatGPT’s interface alone isn’t enough for enterprise use. ADI changed how we deliver advisory and research.
Nilesh Nanavati
Co-founder of OPCO Advisory
An execution-focused advisory firm
Trade Support Automation for a Broker Dealer
Deployed agentic AI to materially automate level 1 and level 2 trade support for a trading platform.
Challenge
When there is an issue with an electronic order, the process of doing root cause analysis and remediation is entirely manual. Teams of people typically converge to tail FIX and other logs, review documentation and centralize their findings. Meanwhile, there is an unhappy client, risk on the table, and significant wasted time.
Solution
ADI trained agents on various processes in the trading technology stack in order to reduce root cause analysis to 30 seconds or less. By the time the support teams become aware of the issue, the agents have served up the root cause, recommended remedial actions and automated downstream processes, such as Jira tickets and emails.
After years of searching for an AI solution to automate Level 1 & 2 trading support, we found ADI
Their intelligent agents automated key workflows, reduced manual effort, and accelerated issue resolution, all implemented seamlessly by their expert team. We are highly impressed with their domain expertise and responsiveness.
Sumit Kumar
Founder & CEO of Sosuv Consulting
Fintech Consulting Company
Impact
97%
reduction in time to resolution
Elimination
of key-person dependencies
Unstructured Data Processing for a Fund Administrator
Deployed an AI-powered parser for unstructured documents, materially automating how data is extracted, structured and processed.
Impact
98%
straight through processing of documents
Challenge
Teams of people were retained to manually process documents and rekey critical items into their accounting platform. The documents included invoices, confirmations, statements and other information pertinent to their investment portfolio and operations.The entire process was cumbersome, time consuming and error prone.
Solution
For each document type, we leveraged various models and orchestration techniques to optimize the accurate extraction of data. We also built human in the loop workflows with machine learning to review and, where needed, override results.