The challenge
Portfolio managers at a boutique wealth management firm needed to pull client data for meetings, reports, and compliance checks. Every request went through the data team, creating a 24-48 hour turnaround bottleneck.
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Case study · Finance
Natural Language Data Queries for Portfolio Managers
How a wealth management firm gave their portfolio managers instant access to client data through plain English queries.
2026-02-20 · 2 min read
What we built
We deployed our natural language data interface, connecting directly to their existing data warehouse and allowing portfolio managers to ask questions in plain English:
- "Show me all clients with portfolios over £1M who haven't been reviewed this quarter"
- "What's the YTD performance breakdown for the growth fund?"
- "Which clients have upcoming ISA deadlines?"
The results
% of data requests
now handled directly by portfolio managers
+ hours per week
returned to the data team from ad-hoc query requests
minutes to 5 minutes
for meeting prep
Real-time queries
for compliance reporting, replacing quarterly manual pulls
What the client said
“Our portfolio managers were spending more time hunting for data than analysing it. Now they ask a question and get an answer in seconds. The prototype alone was worth more than most consulting engagements we've paid for.”
Technology
Our proprietary natural language data interface, connected via secure API to the firm's SQL data warehouse. Role-based access controls ensure each manager only sees their own client data. We run and maintain it, and the firm owns its data entirely.
Where to start
Want results you can measure?
Every engagement starts with Discovery: a plan specific to your firm. From there we build the AI and run it for you.