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Systems Built

Projects

AI systems, automation tools, and data platforms built for the investment industry. Hover any card to see it in action.

Annual Report
Nom Committee
Proxy Statement
🧠AI
Governance Report
Remuneration Report
ESG Report
Saves 5 hrs / report
AI Systems

AI Corporate Governance Platform

Annual reports, nomination committee documents, and proxy statements fed into an AI pipeline that generates complete governance, remuneration, and ESG reports automatically.

Outcome

Saves 5 hours per report. Governance review cycle cut by ~70% for a team of investment analysts.

PythonOpenAIRAGFastAPIReact
£12tn£3tn
AUMPassive %
20042009201420192023
Ask the data...
Data Dashboard

Investment Management Survey Dashboard

An interactive dashboard visualising 20 years of investment management industry survey data with an AI chat layer for querying trends across asset classes, firm types, and market share.

Outcome

Deployed internally at The Investment Association to support industry research and advocacy work.

PythonRechartsNext.jsPostgreSQLOpenAI
FCA NSM — filings.fca.org.uk
🤖scanning
Barclays PLCUK200001AGM Notice
Aviva plcUK200045GM Notice
Legal & GeneralUK200112AGM Notice
Schroders plcUK200089AGM Notice
M&G plcUK200233GM Notice
📋 Extracted
awaiting scan...
0 entries
Automation

Financial Data Extraction Pipeline

An automated bot that scrapes the FCA National Storage Mechanism, identifies company AGM and GM filing dates, and structures them into a live database updated daily.

Outcome

Monitors hundreds of listed companies continuously. Zero manual checking of the NSM required.

PythonOpenAIPydanticpandasAWS Lambda
query >
Sources
SFDR Level 2 RTS
[1] Regulation
ESMA Guidelines 2024
[2] Guidance
ECB Climate Report
[3] Research
FCA SDR Policy
[4] Policy
Answer

AI Systems

AI-Assisted Research System

A RAG-based research assistant trained on investment research reports, economic papers, and regulatory publications. Analysts query a curated knowledge base in natural language and get cited answers in seconds.

Outcome

Reduced research cycle from days to hours. Analysts cover 4x more companies with the same team.

PythonLangChainPineconeOpenAIStreamlit
🎙
idle
cover_letter.txt
waiting for transcript...
📋Added to candidate flipbook✓
AI Systems

Recruitment Call AI Tool

Built for a recruitment agency: records candidate calls, transcribes them with AI, extracts the candidate profile, and auto-generates a tailored cover letter that is appended to the final candidate flipbook PDF.

Outcome

Cover letter generation went from 45 minutes per candidate to under 2 minutes, fully automated.

PythonWhisperOpenAIReportLabFastAPI
📊
Excel
raw data
⚙
Extract
parse & clean
✓
Validate
check rules
↗
Route
smart dispatch
✅
Done
output
1,247 / wk
Items processed
18 hrs / wk
Manual hours saved
0.02%
Error rate
Automation

Operational Automation Suite

A suite of automation tools for investment firm operations, covering data reconciliation, report generation, and workflow orchestration across back-office processes.

Outcome

Eliminated significant manual processing overhead from weekly operations workflows.

PythonPower AutomateExcel APISharePoint