Case Study: a Fortune 500 financial services firm achieves 80–90% faster research with Blend360's AI platform

a fortune 500 financial services firm cuts research time by 90% with Blend360

A Fortune 500 financial services firm faced the challenge of manually analyzing massive amounts of data from disparate and siloed sources. This time-intensive process was a significant bottleneck for their 300+ investment analysts and portfolio managers, who also needed to operate within the strict compliance and data security requirements of their highly regulated industry. They partnered with vendor Blend360 to revolutionize their investment research.

Blend360 implemented an AI-powered research platform featuring natural language query capabilities and advanced retrieval-augmented generation. The solution included comprehensive data integration pipelines to connect proprietary and third-party data. This allowed the firm to automate data gathering and research note generation, achieving an 80-90% reduction in research time. Blend360's solution drove enterprise-wide adoption, resulting in an annual efficiency gain of $10 million and saving 480 hours per analyst each year.