Case Study: Insight Investment achieves faster, more efficient trading workflows with ipushpull

Dealing desk streamlines pre-trade workflows with innovative chatbot solution

Insight Investment, a liability driven investment dealing desk at a leading global asset manager, faced challenges in processing complex multi-instrument trades. Their workflow relied on fragmented communication across multiple chat rooms and emails, combined with data from Excel spreadsheets in various formats. This manual and decentralized process created operational risk, reduced the team's ability to handle multiple transactions, and made it difficult to maintain a centralized audit trail. They partnered with ipushpull to find a solution.

ipushpull implemented a solution using chatbot technology within existing chat platforms like Symphony. These chatbots interpreted key trade data from messages, standardized it, and displayed it in a custom application, streamlining the workflow into a single screen. This allowed for automated responses and connectivity to pricing engines. The deployment by ipushpull significantly improved efficiency and productivity for Insight Investment, leading them to consider expanding the service into other asset classes.

Insight Investment