Case Studies

Case Studies

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AI Automation Agency Service - Gen AI in Financial Data Project

AI
Banking & Finance

We helped a Japanese client unlock financial insights using generative AI through a cost-efficient, Azure-based solution. By integrating hybrid search (full-text + vector) and advanced prompt engineering, we enabled accurate, natural language data exploration—delivering scalable AI automation for finance with optimized performance and reduced ChatGPT costs.

This case study showcases our end-to-end AI Automation Agency Service, which tackles both the technical and financial challenges of deploying large language models. By combining full-text and vector search into a hybrid retrieval system and fine-tuning prompt engineering techniques, we delivered a cost-optimized, Azure-native solution that empowers users to query financial data accurately through ChatGPT—all while maintaining scalability, speed, and affordability.

AI Automation Agency Service - Gen AI in Financial Data Project

Client Problem:

Our Japanese customer possesses a wide range of financial data and seeks to harness the power of generative AI to explore these data through natural language conversations.

 

Challenge:

Conducting hybrid searches (combining full-text search and vector search) to ensure accurate data input into OpenAI's prompts poses a significant challenge. Furthermore, considering the cost of ChatGPT, optimizing expenses becomes crucial to provide the product to customers at an affordable price.

 

Tech Stack: Python, Azure native services (Cosmos DB, AI Search, OpenAI, App Service, Function Apps...)

 

Our Solution:

We have developed a production solution residing on Azure that cleanses and ingests financial data into a vector database. Moreover, we have implemented hybrid search, which combines full-text search and vector search, resulting in accurate data retrieval. Additionally, we have actively participated in prompt engineering to enhance ChatGPT's completions.

 

Case studies