AI-Powered Investment Guideline Analysis

A leading investment management firm, renowned for its extensive experience in managing assets and investment strategies.

Client Objectives

Modernize investment guideline analysis by eliminating manual, fragmented workflows
Improve productivity through streamlined, automated, and integrated guideline review ops
Accelerate account onboarding with faster, more consistent decisioning

Investment guideline analysis and rules application hosted on Infosys Azure Cloud, built on the Infosys Topaz AI Next platform and powered by NLP and LLMs (Llama 3.1) deployed on NVIDIA NIMs
The solution features:
- AI-powered document analysis, categorization, and rules prediction
- Intuitive user interface that seamlessly integrates with multiple other systems
- Comprehensive search and audits
- Operational dashboards and built-in controls

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faster account onboarding

Faster client onboarding with a cost-effective replacement for a 20-year-old system

user productivity improvement

Custom journeys for faster adoption and higher productivity

monthly analysis across 20–30 categories

NLP and LLM-based pre-analysis for predictive categorization and rule tagging

improvement in compliance precision

Reliable AI with HITL, accelerated SME review, and a secure Llama-on-NVIDIA NIMs setup

Rapid Value Realization

through hosted LLM solution

Hosted on Infosys Azure Cloud and built on the AI Next Platform, powered by NLP and Llama 3.1 on NVIDIA NIMs

An exciting demonstration of thoughtful innovation, modernizing a critical control process while enabling long-term digital value

Senior Manager,

Capital International Private Equity