Case Study: 3i Group plc achieves 90% faster access to deal-related intelligence with Coveo

3i Investment Professionals Use Coveo for Real-Time Deal Intelligence

3i Group plc, a London‑based international investment manager with ~£13 billion AUM and 270 staff across nine offices, faced growing difficulty finding deal and knowledge assets scattered across SharePoint, file shares, Exchange, Symantec Enterprise Vault and proprietary databases. The poor search experience—especially in the archived Enterprise Vault—and strict regulatory and security requirements made it hard for investment professionals and the compliance team to quickly locate and verify information.

After a PoC, 3i deployed Coveo’s Advanced Enterprise Search—integrated into SharePoint and a browser UI—to provide unified, role‑based search that honors document‑level security, performs real‑time indexing and delivers analytics-driven relevance tuning. Rolled out in five months, the solution is used by all 270 employees, indexes millions of records, and delivered a 90% faster time to deal intelligence and a 20% reduction in compliance staffing/resources, becoming an essential daily tool for the firm.

3i Group plc

Jon Page

Global IT Applications Manager