Case Study: Global Financial Services Company achieves 99% investor-request fulfillment and cuts scheduling time from 20+ hours to minutes with AIMMS

Leading Financial Services Firm Optimizes Broker Schedules to Maximize Investor Satisfaction and Brokerage Success

A global leader in financial services faced a scheduling challenge for its investor conferences: investors pre-register with preferred fund managers and times, but limited broker availability forced many multi-investor group meetings. The organizers needed a way to maximize fulfilled one‑on‑one requests, minimize group meetings and avoid conflicts — a task too complex and time-consuming to manage in Excel.

The firm deployed an AIMMS-based scheduling application that ingests registration data, computes optimal investor–manager pairings across time slots, and updates schedules in real time while preventing double bookings. The tool cut schedule creation from 20+ hours to minutes, achieved 99% fulfillment of investor requests, enabled on-the-fly adjustments during events, and produced actionable reports — improving investor satisfaction and reducing scheduling errors.