Problem Statement
The primary challenge in large financial firms is the cumbersome process of navigating extensive portfolio and risk data. Project Aria addresses this by reducing the downtime required to extract key data, using AI & LLM to provide necessary answers swiftly. This allows managers to respond more rapidly to market changes, saving both time and money.

Research & Discovery
The concept for Aria originated from ongoing discussions with current customers expressing their difficulties. While no specific generative research was conducted for the AI/LLM concept, the initiative was a proactive response to the articulated needs, laying the groundwork for a solution tailored to their requirements.

Design Process
Over a period of four weeks, I engaged daily with executive leadership to crystallize the vision of Aria, followed by collaborative efforts with our engineering team to design and build a testable product swiftly. This agile approach facilitated rapid development and iterative feedback.

Results & Impact
The prototype of Aria was unveiled at our annual user conference, where it received electrifying feedback. Risk and portfolio managers were particularly enthusiastic about the potential to divert their focus from tedious tasks to more impactful decision-making activities that directly affect the bottom line.

Reflections & Lessons Learned
Working with LLMs and AI features emphasized the importance of leveraging technology for meaningful solutions rather than mere buzzwords. In Aria's case, the application of LLMs significantly reduces the time spent on searching and interpreting financial data, allowing clients to make quick, critical decisions that are vital in their roles.

Let's work together!
If the success of this case study speaks to your needs and aspirations, I'm here to bring your vision to life. Reach out today to discuss how we can collaborate on your next project!