Explore GenAI In Action
Below are examples of how GenAI can help build an intelligent enterprise that drives revenue and reduces costs
Stated by Jamie Dimon from JP Morgan in 2025: “AI will be as transformative as electricity or the internet. It will affect every single job out there: Don't put your head in the sand.”
Agentic AI can transform client onboarding by acting as an intelligent orchestration engine—one that not only processes information, but actively drives the flow of tasks, data, and decisions. It enables teams to capture and validate information in real time, reduce manual coordination, and deliver a seamless, personalized onboarding experience across clients, products, and jurisdictions.
Automated Client Data Capture: Deploy AI agents to scan intake forms, contracts, and third-party sources to extract and tag essential client details—such as entity names, ownership structures, regulatory identifiers, and service selections—regardless of format or source system.
Adaptive Requirement Mapping: Use supervisory agents to dynamically map client attributes to jurisdiction- and product-specific onboarding requirements, ensuring accurate document requests and eliminating redundant information gathering.
Dynamic Playbook Generation: Automatically create and maintain client-specific onboarding playbooks that sequence tasks, assign owners, and highlight dependencies—adjusting in real time as new data is received or conditions change.
Intelligent Orchestration & Oversight: Enable supervisory agents to monitor progress, flag bottlenecks, escalate exceptions, and surface reusable data or workflows—accelerating future onboardings and improving overall efficiency.
By embedding agentic AI into onboarding workflows, firms can move from static checklists to adaptive, self-directing processes—turning fragmented inputs into coordinated action and delivering a faster, smarter, and more client-friendly start to every relationship.
Agentic Client Onboarding
GenAI can streamline the data normalization process by serving as an intelligent data harmonization engine. It enables teams to extract structure from unstructured sources, reduce manual data wrangling, and improve consistency and comparability across varying datasets.
Automated Metadata Harvesting: Use GenAI to scan internal documents, spreadsheets, and third-party files to extract and tag key metadata—such as entity names, dates, financial line items, and jurisdictions—across a variety of formats.
Cross-Template Normalization: Harmonize inputs from different client templates, data rooms, and file formats by using GenAI to align inconsistent labeling, field structures, and terminology into a standardized schema.
Dynamic Data Dictionary Creation: Automatically generate and maintain data dictionaries that map disparate fields across sources to common definitions—supporting downstream analytics, auditability, and faster onboarding into platforms.
Intelligent Knowledge Platform: Summarize normalized datasets, flag anomalies, and surface reusable mappings—enabling prompt-based retrieval or agent-driven workflows to accelerate future onboarding or due diligence efforts.
By embedding GenAI into data normalization workflows, firms can move with greater speed, accuracy, and auditability—turning fragmented information into structured insight when it matters most.
Intelligent Data Normalization
Intelligent Deal Due Diligence Workflow
GenAI can streamline the deal due diligence process by acting as an intelligent research co-pilot throughout the deal lifecycle and support the overall workflow. It enables teams to surface insights faster, reduce manual effort, and improve decision quality under time pressure.
Conversational Search Across the Deal Cycle: Tap into internal deal repositories, industry benchmarks, and external data sources to build a comprehensive picture of the target using natural language.
Workflow Automation: Embed insights and intelligence within a deal due diligence workflow.
Intelligent Knowledge Platform: Automatically capture, summarize, and store deal insights for future reuse—enabling prompt-based retrieval or agent-driven workflows to accelerate future M&A efforts.
By embedding GenAI into diligence workflows, firms can move with greater speed, precision, and confidence—turning insight into action when it matters most.
GenAI-Enabled Fund Accounting Oversight Dashboard
GenAI can be applied to deliver a lower-cost, scalable way to leverage NAV roll-forward analysis—helping identify daily NAV impacts and providing historical data views to spot movements outside the typical range for a fund, account, or portfolio.
Identify exceptions and generate explanations or summaries to help reviewers close the NAV within tight end-of-day timelines.
Autogenerate summaries, explanations, and comments that can be emailed, stored, and communicated—saving reviewers time otherwise spent typing them out.
Save and store comments and summaries for future historical look-backs, and potentially use them to support a front-end chatbot.
Retain institutional knowledge typically held by larger, more experienced legacy teams
The result: faster explanation of exceptions to close daily NAVs, reduction of risk, and saving of firm institutional knowledge leading to reduction in costs.
Intelligent Wholesaler Assistant
GenAI can transform fundraising and sales execution by automating insight capture, surfacing relationship signals, and keeping teams aligned in real time. This enables professionals to spend less time documenting and more time building trust and momentum with investors or clients.
Automated Meeting Summaries & Action Items: AI-generated notes and next steps are created instantly after each call—saving time and reducing manual follow-up.
Sentiment & Trust Signals: GenAI detects tone, engagement levels, and language cues to flag client sentiment and relationship strength across interactions.
Seamless CRM Integration: Outputs—from meeting recaps to action items—are pushed directly into the firm’s CRM or sales dashboard, creating a single source of truth.
Deal Pipeline & Fundraising Visibility: Teams gain real-time insights into where relationships stand, what’s needed to move forward, and where risk or momentum is emerging.
The result: faster execution, stronger relationships, and a more data-informed approach to winning capital and clients.