Financial Services Leader

Reimagining Research and Insights to Prepare a Financial Services Group to Lead in an AI-Driven Future

Our client, a leading fund manager with over $2.8 trillion in assets under management, relies on cutting-edge research, strategy and insights to stay ahead of the competition and the fast pace of innovation. One of those innovations – the rapid growth of generative AI – presented an opportunity to reimagine its corporate research and insights workflows and strategies for an AI-driven future.

The organization partnered with Material to run an AI Accelerator program that would uncover ways to meaningfully transform its approaches to research and insights, not just faster, but smarter.

WHAT WE DID

Data, Analytics + AI

AI Accelerator

Approach

Assessment + Education: First, we mapped the real-world research workflows critical to our client’s everyday operations and identified workflow frictions where AI interventions could increase efficiency and deliver value. We conducted hands-on educational workshops with cross-functional teams that instilled shared fluency in key skills like prompt design and tool evaluation.

Use Case Development: To address the specific pain points of the client’s research workflows, we then matched the right kind of AI to specific tasks and developed targeted AI use cases. We tested lightweight prototypes of targeted AI solutions and iteratively optimized them for speed, efficiency and value creation.

AI Roadmap: Finally, we produced a practical roadmap for the organization to establish, implement and scale its programs for future impact, empowering it to lead in an AI-driven marketplace.

Outcomes

Our AI Accelerator program produced more than 30 named AI use cases mapped to real workflow friction, with solutions ranging from simple assistive tools to agentic, end-to-end flows.

Early pilots addressed key pain points in reporting, alignment and synthesis, and these initial interventions have transformed how the corporate research team works. Shifting from opaque processes to clear, AI-enabled actions has redefined the team’s value proposition and amplified its contribution to the business. This shift not only streamlined the delivery of insights for executives but also established a high-velocity foundation for continued growth and impact.

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