Choosing the process
Together we pick the process that repeats most often, has a clear definition of "done" and has its data in your systems. We define what the AI does on its own and what it does only after a person approves.
AI for investment management
Market reviews from Bloomberg Terminal and LSEG Workspace, prospectuses, client reports built from Euroclear and Excel data, compliance documents and meeting notes that should be in Salesforce: in investment management, most of the day is reading and writing. We implement private AI that summarises and prepares drafts with sources, while recommendations to clients are given by licensed people.
Built for ISO 27001NIS2 DORA
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The analyst reads hundreds of pages while the client waits for a report from Excel
- Source summary with a page reference in the Bloomberg or LSEG document
- 0 investment recommendations to clients from AI
- EU Euroclear and portfolio data stay in the EU
- Hours saved per week per analyst
Asset managers, brokerage firms and pension fund managers open Bloomberg Terminal or LSEG Workspace every morning, where broker reviews, issuer reports and stock exchange announcements are waiting, and in e-mail there are updated fund prospectuses and letters from the financial regulator. Someone has to read it all and pick out what matters. At the end of the month, portfolio holdings and transactions are exported from Euroclear accounts and internal accounting into Excel, and client reports and letters are written from that Excel. The compliance team tracks changes in internal policies and regulatory requirements, and after client meetings the notes stay in a notebook and reach Salesforce or Dynamics 365 late or never. All of this is done by expensive people whose time should go into decisions, not rewriting.
AI takes over the reading and drafting: it prepares summaries of documents received from Bloomberg and LSEG with a reference to the page, writes the text of a client report from portfolio data in the Euroclear statement and your Excel or Power BI reports, answers an employee's question about the investment policy with a source, flags changes in compliance documents and turns a meeting recording into tasks in Salesforce or Dynamics 365. We implement with Claude, Microsoft 365 Copilot and ChatGPT, but for client and portfolio data we use private AI: models in the MDP CLOUD GPU cloud in Lithuania (EU) or Amazon Bedrock in an EU region. We connect to your systems through an API, file export or an e-mail flow, depending on version and licences. Before the first implementation we put access in order by role, keep data in the EU, set up logs for GDPR and DORA and write down a clear rule: AI does not give investment recommendations to clients, licensed people do.
What we implement for investment management
The 5 solutions we implement most often in this industry. Each one starts with a single process, has a human approval step and is measured.
Summaries of market reviews and prospectuses
Broker reviews and issuer reports from Bloomberg Terminal or LSEG Workspace, fund prospectuses from e-mail and stock exchange announcements arrive in a single flow. A private model prepares a structured summary on your topics (risk factors, fees, changes since the previous version) with a reference to the specific page. The analyst reads the summary and checks only what matters.
We implement: Claude through the API in Bedrock in an EU region + a document flow from Bloomberg and LSEG exports and e-mail
Drafts of client reports and letters
The agent takes portfolio holdings and transactions from the Euroclear statement and your Excel or Power BI reports, places them in an approved report template and writes a cover letter in the client's language with no assessments or recommendations. The portfolio manager reviews it, adds a comment and only then does the letter go to the client from their Outlook.
We implement: Claude agent + portfolio data from the Euroclear export and Excel / Power BI
Investment policy and procedures assistant
Before a trade in Bloomberg Terminal, the manager asks in Teams what the limit per issuer is, who approves a trade above the limit and how to declare a conflict of interest, and gets an answer with a link to the valid document in SharePoint. The assistant sees only the documents the employee can see under their Entra ID permissions, and it does not assess the trade.
We implement: Copilot Studio agent in Teams with SharePoint policies
Monitoring compliance and risk documents
A new version of ESMA guidelines or a decision of the financial regulator is compared with the previous one: a private model flags the changed clauses and links them to your procedures that may need updating. The compliance officer gets a list of changes in Teams instead of the whole document again, and decides what to change.
We implement: Private model in the MDP CLOUD GPU cloud in Lithuania (EU) + a procedure register in SharePoint
Meeting summaries and tasks into the CRM
After a Teams meeting with a client, Copilot prepares a summary and picks out the agreed actions and the client's requests, the manager approves, and a Power Automate flow records them on the client record in Salesforce or Dynamics 365 and creates tasks for the people responsible. An agreed document, for example a changed suitability questionnaire, is attached to the task by the flow from a template.
We implement: Microsoft 365 Copilot + Power Automate into Salesforce or Dynamics 365
How we implement it
From the first conversation to a working solution, with measurement and ongoing support.
Access and data
We put access to files and systems in order, give the AI its own identity with the least privileges it needs, turn on an action log and choose where the model runs: your Microsoft 365, Amazon Bedrock in an EU region or our GPU cloud in Lithuania (EU).
Build and test
We build the solution with Copilot, Claude or ChatGPT, whichever fits the task, connect it to your systems and test it on historical documents and enquiries until accuracy reaches the agreed threshold.
Launch and support
We launch with a person in the loop, review the logs and exceptions and adjust the rules. Once the first process runs reliably, we move on to the next one on the list.
Are your processes different?
These solutions are a starting point for a conversation, not a complete list. Tell us which processes repeat in your company, and in one conversation we will tell you what is worth handing to AI and what is not.
Frequently asked questions
Can AI write investment recommendations to clients?
No, and we do not implement that. AI prepares drafts of reports and letters from actual portfolio data in Euroclear and your accounting, without assessments, and any recommendation or suitability conclusion is worded by a licensed employee. We set limits on the assistants so that they answer such questions by referring the person to the manager.
Does it work with Bloomberg Terminal, LSEG Workspace and Euroclear data?
Yes, but we choose the integration method after a check. We usually take Bloomberg and LSEG documents from your analysts' exports, e-mail subscriptions or a shared folder, because direct API access depends on your licence terms. We take Euroclear statements and portfolio data from file exports or the accounting system with read-only permissions. We connect to Salesforce or Dynamics 365 through an API or an e-mail flow, depending on the version.
Where are client and portfolio data processed?
In private AI: models in the MDP CLOUD GPU cloud in Lithuania (EU) or Amazon Bedrock in an EU region, where data is not used for training and does not leave the EU. Access is managed through Microsoft Entra ID, all requests and approvals are written to a log, and we add the solution to your DORA register of third-party providers.
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Expertise confirmed by certifications
This service is delivered by specialists with valid international certifications. Their expertise is confirmed by independent organisations, not by us.
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Artificial Intelligence Security Professional
AI systems are deployed with protection against data leakage and model abuse.
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ISACA Advanced in AI Security Management
The AI security programme and its controls are managed following the ISACA methodology.
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ISACA Advanced in AI Risk
AI risks are identified and managed like any other IT risk.
Let's discuss AI for investment management
Tell us which processes repeat most in your company. Within 1 business day we will tell you where it makes sense to start and how long it would take.
We reply within 1 business day