Pulling AI securely from LLM (GPT-4), internal databases & ZeroBank intranet for every process, from errors, trading, hedging, research, meetings and more.

WWM LLM

Helping employees in the asset & wealth divisions write, generate ideas, and summarise documents.

Automating workflow and driving efficiency, growth, and customer value across their entire investment portfolio, from research analytics to creating hedges.

Integration

Integrate all your micro apps into one. Creating seamless workflows that get the job done.

Persona / Scenario

Ray is a research analyst who has just joined ZeroBank. He needs to do the following:

- Find out who is on his team.

- Set up a meeting with a senior portfolio manager who handles BlueRock Investment Portfolio.

- Go over data and next steps for their client.

WWM can:

- Arrange the meeting - by scanning users’ calendars and picking suitable times for the meeting

- Collating data for and from the BlueRock account for research purposes.

- Exporting current data of the BlueRock portfolio as PDFs and Excel data visualisation and sheets.