Meeting our industry’s evolving needs
Why we built
the AI Lab
We built the AI Lab to help our clients get ahead of the AI revolution and succeed in an ever-evolving market. Financial services marketers have long had to balance speed, quality, expertise and efficiency, and AI is changing that equation. Firms that embrace it will produce more work, at a faster pace and lower cost, without giving up the standards their clients expect.
What our work entails
Where can AI reduce production friction? Where does human judgment need to remain central? How do financial services firms evolve without lowering standards? The AI Lab is built to address these – and other – practical research questions.
These workstreams reflect just some of the capabilities you can now put into action for your firm today.
Investment commentaries that move faster, without losing quality
Investment commentaries that move faster, without losing quality
We’ve redesigned the investment commentary process to reduce time-to-market and costs, while maintaining the high standards your clients expect from you. Our workflow connects project management, drafting, style adherence and compliance requirements by replacing manual handoffs with a more consistent AI-assisted process.
Content production that frees up strategists
Content production that frees up strategists
We’re exploring where AI can take on early-stage production tasks so writers and strategists can spend more time on interpretation, positioning and refinement. Better allocation of human expertise and judgement, along with AI implementation across the content process, is your best possible outcome.
Pitchbook production that gets you to a polished draft faster
Pitchbook production that gets you to a polished draft faster
We’re using AI to reduce repetitive production work so creative teams can spend more time on ideas. For financial services firms that need polished, compliance-ready materials quickly, this can shorten the path from brief to designed draft.
Outsourced Chief AI Officer, built to scale alongside your team
Outsourced Chief AI Officer, built to scale alongside your team
Many firms need AI leadership before they need a full-time AI hire. We work with clients to assess their technology stack, rebuild workflows and help their teams execute with confidence.
AI adoption and fluency training that sticks
AI adoption and fluency training that sticks
AI creates value when teams know how to use it. We work with our clients to build the skills and habits needed to turn AI access into practical, exceptional results.
Smart design systems that are ready-to-use
Smart design systems that are ready-to-use
We build design systems that allow AI tools to apply brand rules consistently across outputs. By creating brand guidelines, components and visual standards that are easy for AI to follow, firms can scale production without losing brand control.
Connected marketing infrastructure that does the routing for you
Connected marketing infrastructure that does the routing for you
We help our clients connect AI-powered workflows inside the tools they already use. With the right infrastructure, documents move, tasks route and teams spend less time on administration
(and more time on judgment).
We are AI agnostic
The AI landscape is evolving fast. New models emerge constantly, and capabilities that seemed innovative six months ago can quickly be surpassed. In that environment, locking into a single platform can mean inheriting that platform’s limitations over time.
We made the deliberate decision early on to stay AI agnostic, working with the most appropriate models for each use case rather than committing to a single platform. Our independence is an asset for our clients. It means our work is not constrained by the limits of one company, and we can adopt new capabilities as they emerge. We are always evaluating, testing and moving toward what works best for our clients.
Where
we’re going
The AI Lab is a long-term commitment. We are developing new service lines, client-facing products and AI training tailored to each client’s needs. Our goal is to help define how financial services marketing gets produced, reviewed and distributed in an AI-enabled industry.