AI
AI Agent-Powered Self-Service Analytics for a Financial Enterprise
AI
AI Agent-Powered Self-Service Analytics for a Financial Enterprise
Empowered a financial institution with GenAI-powered semantic search and auto-generated SQL queries, enabling non-technical users to query data via natural language—cutting analysis time from hours to seconds.
Client Background:
A large-scale financial services company wanted to unlock fast, secure access to operational data for its marketing and compliance teams—without overloading its analytics department.
Challenge:
Business stakeholders relied on SQL-savvy teams to answer even basic data queries. This resulted in significant delays, a high dependency on analysts, and low data fluency across departments.
Gridots' Approach:
Gridots deployed the DataWise and Metric Mind AI platforms—pre-trained on the client’s data schema and metrics. The solution enabled staff to type plain-language questions and receive compliant SQL responses, charts, and KPI cards instantly. Fine-grained role-based access ensured secure insights delivery.
Results & Impact:
⏱️ Reduced data request turnaround from 10 days to under 30 minutes
🙌 Empowered over 50 business users to run independent queries
✅ Enforced compliance with built-in audit logs
📈 Accelerated campaign performance with real-time analytics
Client Background:
A large-scale financial services company wanted to unlock fast, secure access to operational data for its marketing and compliance teams—without overloading its analytics department.
Challenge:
Business stakeholders relied on SQL-savvy teams to answer even basic data queries. This resulted in significant delays, a high dependency on analysts, and low data fluency across departments.
Gridots' Approach:
Gridots deployed the DataWise and Metric Mind AI platforms—pre-trained on the client’s data schema and metrics. The solution enabled staff to type plain-language questions and receive compliant SQL responses, charts, and KPI cards instantly. Fine-grained role-based access ensured secure insights delivery.
Results & Impact:
⏱️ Reduced data request turnaround from 10 days to under 30 minutes
🙌 Empowered over 50 business users to run independent queries
✅ Enforced compliance with built-in audit logs
📈 Accelerated campaign performance with real-time analytics
Empowered a financial institution with GenAI-powered semantic search and auto-generated SQL queries, enabling non-technical users to query data via natural language—cutting analysis time from hours to seconds.
Client Background:
A large-scale financial services company wanted to unlock fast, secure access to operational data for its marketing and compliance teams—without overloading its analytics department.
Challenge:
Business stakeholders relied on SQL-savvy teams to answer even basic data queries. This resulted in significant delays, a high dependency on analysts, and low data fluency across departments.
Gridots' Approach:
Gridots deployed the DataWise and Metric Mind AI platforms—pre-trained on the client’s data schema and metrics. The solution enabled staff to type plain-language questions and receive compliant SQL responses, charts, and KPI cards instantly. Fine-grained role-based access ensured secure insights delivery.
Results & Impact:
⏱️ Reduced data request turnaround from 10 days to under 30 minutes
🙌 Empowered over 50 business users to run independent queries
✅ Enforced compliance with built-in audit logs
📈 Accelerated campaign performance with real-time analytics
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