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FINANCE

AI Knowledge Assistant for Asset Management

CHALLENGE

A leading North American asset management company found its analysts were spending a lot of time painstakingly sifting through news, commentary, and financial reports from their cloud-based repository to give the right information in response to customer questions about company performance.


SOLUTION

The company used Cohere Command and Rerank with retrieval- augmented generation (RAG) to build an AI knowledge assistant connected to its cloud repository. Analysts could immediately ask the assistant questions in plain English and receive conversational responses they could use to answer customer questions, along with citations to the source documents within the repository.


How it works

STEP 1.

Cohere Command generates queries for the cloud repository based on questions and conversation history

STEP 2.

Cohere Rerank ranks repository search results by their relevance to user questions

STEP 3.

Cohere Command generates a conversational answer, along with citations to source documents


Impact

Less time spent finding information by analysts

Faster research and due diligence process

Higher analyst job satisfaction

The Cohere Difference

Leading model accuracy

Leading model accuracy

Cohere’s retrieval prioritizes accurate responses and citations

Accelerated enterprise deployment

Accelerated enterprise deployment

Rerank comes with connectors to common data sources

Customization

Customization

Rerank can be fine-tuned to further improve domain performance

Scalability

Scalability

Cohere’s powerful inference frameworks optimize throughput and reduce compute requirements

Flexible deployment

Flexible deployment

Cohere models can be accessed through a SaaS API, on cloud infrastructure (Amazon SageMaker, Amazon Bedrock, OCI Data Science, Google Vertex AI, Azure AI), and private deployments (virtual private cloud and on-premises)

Multilingual support

Multilingual support

Over 100 languages are supported, so the same topics, products, and issues are identified the same way