Global Tech Advisory Firm
Southeast Asia
150-250
Client Overview
The client is a global technology advisory firm focused on empowering small and medium-sized enterprises (SMEs) in the Financial Services industry. Operating across Southeast Asia, the firm bridges the gap between traditional financial systems and digital transformation—helping businesses interpret market data, understand investment options, and act on reliable intelligence.
With growing regional complexity and multilingual requirements, the client identified a need for a centralized solution that would streamline financial research and facilitate cross-border collaboration through AI and automation.
Challenge
SMEs across Southeast Asia faced a fragmented data environment—where vital financial insights were locked behind disparate systems, inconsistent formats, and language barriers. Research that should have taken minutes often required hours of manual effort, translation, and cross-verification.
Additionally, there was no shared ecosystem where SMEs could discuss strategies or learn from peers. The client sought an integrated platform that not only provided multilingual access to accurate data but also built a collaborative foundation for continuous learning.
The Insight
To create a scalable, AI-powered digital platform that unifies multilingual financial data, supports SME collaboration, and enables real-time, context-aware financial analysis.
Solution
Multilingual Financial Intelligence Platform
Developed a WordPress-based platform offering localized experiences in major Southeast Asian languages, harmonizing financial data sources into a single, cohesive interface.
AI Chatbot for On-Demand Advisory
Built an intelligent chatbot capable of answering real-time financial questions, comparing instruments, and explaining regulatory information—powered by a vector database and vetted financial sources.
Collaborative SME Discussion Board
Launched a secure community space where users could share experiences, discuss opportunities, and co-develop strategies—turning fragmented knowledge into shared expertise.
Scalable Data Architecture
Integrated automated ETL pipelines and semantic search capabilities, ensuring reliable, lightning-fast data retrieval across expanding financial datasets.
Impact
65% Reduction in Research Time
Automated data scraping and AI query responses cut average research cycles from several hours to under 40 minutes, accelerating market evaluation and portfolio planning for SMEs.
4× Growth in Platform Engagement
The real-time executive summary view accelerated top-level decisions by providing instant clarity on performance metrics and campaign health.
Enhanced Decision Accuracy by 35%
Thanks to verified data sources and semantic search, SMEs reported markedly improved confidence in their analyses—leading to more precise financial forecasts and fewer reliance errors.
