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Case Study

Streamlined and scaled a leading large asset management firm’s content operations and digitally transformed marketing operations boosting productivity and efficiency

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Client overview:

The client is a leading American multinational investment bank and financial services company. The client handles asset management and is the private arm of a large global bank with $3.68 trillion in assets. Mindtree was the change and innovation partner for the CMO (Chief Marketing Officer).

What drove the digital transformation in the marketing department for this large asset management firm?

Need for integration

  • Users found it difficult to retrieve podcast skills content from three strategists and economists.
  • Various content residing in disparate sources made the discovery process challenging.
  • Increase in search time as podcasts were not integrated on one platform and lacked an efficient conversational AI experience.

AI platforms, podcast skills, and websites needed to be streamlined

  • In the client ecosystem, all ‘React’ enabled websites are hosted outside AEM (Adobe Experience Manager), which made it difficult to manage the content. They needed to integrate AEM with React.
  • AI platforms and podcast skills integration using Mindtree’s Mind Flow conversational platform to:
    • Merge the content from three different podcast skills.
    • Make the content discovery process simple.
    • Make content available on Alexa and Google channels.

Need to enhance customer service

  • The client required a means to enable content reuse across multiple channels and was looking to leverage AEM to distribute the content and streamline content consumption by consumers.
  • Consolidated AI platform was required to help:
    • Portfolio managers and customers access information related to security portfolio allocation, investment strategies, research data, and market data in a fast and efficient manner.
    • Reduce time to handle generic queries.

Data modeling requirements

  • Data modeling and conversational AI implementation using IPSoft Amelia and AWS Comprehend.
  • Conversational AI solution enablement using Natural Language Processing (NLP).
  • Technology stack: IPSoft Amelia, AWS Comprehend, integrations with Alexa and Google.

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Asset management
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