With the rising complexity of financial data and the increasing need for real-time insights, financial services firms are turning to AI-driven solutions to remain competitive. Alex Forbes, a leading financial services company listed in South Africa, manages over a million pension fund members monthly while offering investment solutions, financial advising, and insurance services.
To meet growing data demands and enhance operational efficiency, the company sought a GenAI-powered data solution that could centralize data, streamline processes, and support advanced analytics. However, fragmented data sources, usability challenges, and integration bottlenecks hindered progress.
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