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Financial Services Leader

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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 for the premier financial services firm 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 – and help it adapt and win in this new landscape.
  • Mapped real-world research workflows – not hypothetical use cases – critical to its everyday operations and identified workflow frictions where AI interventions could increase efficiency and deliver more value
  • Conducted hands-on educational workshops with cross-functional teams that instilled shared fluency in key skills like prompt design and tool evaluation
  • Matched the right kind of AI to specific tasks and developed targeted AI use cases to address the specific pain points of its research workflows
  • Tested lightweight prototypes of targeted AI solutions and iteratively optimized them for speed, efficiency and value creation within existing workflows
  • Produced a practical AI roadmap for the organization to establish, implement and scale programs

Material’s 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. By shifting from opaque processes to clear, actionable steps to deliver insights for internal clients and executives, the team has redefined its value proposition, amplified the value it contributes to the business and established a strong foundation for continued innovation, growth and success in the AI-driven future.

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