Case Study: Baird achieves AI-powered workflow efficiency with Rogo

Baird executes 250K+ AI workflows with Rogo

The customer, Baird, a global investment bank, faced challenges in deploying generative AI at scale due to fragmented data sources, poor workflow integration, and difficult change management. They sought a strategic partner, selecting vendor Rogo for its intelligent infrastructure designed to understand and integrate with banking workflows.

Rogo provided a secure platform that connected AI models to bankers' data sources and tools like Excel and PowerPoint, institutionalizing workflows and enabling automation. The solution achieved 95% engagement across approximately 600 users, executing over 250,000 workflows to date. Rogo's forward-deployed, ex-finance team drove adoption, resulting in senior bankers gaining greater autonomy and junior staff reporting improved work-life balance, with top users saving an average of over five hours daily.

Baird