How AI-Powered BI Solution Enabled a Leading Financial Services Firm to Cut Time-to-Insight by 40%

Key Highlights: What This Case Study Covers

• Deploying Multi-Agent Orchestration using dedicated AI agents to translate natural language into accurate, hallucination-free database queries.
• Implementation of a Centralized Semantic Layer bridging natural language directly to backend database schemas.
• Enabling business teams to move beyond static dashboards with GenAI-powered conversational analytics.

Client Overview

Our client is a leading managed services firm dedicated exclusively to financial crime compliance, advisory, and technology solutions. They combine highly trained anti-financial-crime professionals, purpose-built technology, and expert consultants to manage day-to-day compliance for both banks and non-bank financial institutions.

The Ask

The client wanted to enhance operational efficiency by modernizing the existing reporting framework with a focus on revenue and project management metrics, thereby providing leadership with a reliable, unified view of various KPIs such as revenue performance, operational efficiency, pricing effectiveness, etc., enabling informed decision-making.

Challenges

• Multiple dashboards with data spread across.
• Need to automate root-cause analysis and anomaly detection to improve operational efficiency and prevent pricing slippage.
• Need for intuitive self-service tools so business managers can quickly generate insights during rapid growth.

Our Solution: AML Sense Implementation

Conversational Analytics Layer

Implemented AML Sense to sit directly on top of the client’s Domo environment, enabling non-technical users to query database metrics effortlessly using natural language and receive instant, visual insights.

Proactive Insights Engine

Deployed real-time monitoring capabilities that continuously track performance metrics, identify KPI shifts or anomalies, and automatically highlight emerging risks and opportunities.

Simulation Studio & Scenario Planning

Integrated what-if analysis tools allowing business teams to evaluate trade-offs, test strategic decisions, and validate outcomes prior to execution.

Persona-Centric Hub & Intelligent Alerts

Delivered role-based dashboards tailored to individual stakeholder responsibilities, supported by proactive notifications.

Collaboration Hub

Established a unified operational workspace that connects analytics directly to cross-functional workflows, enabling a seamless path from insight discovery to business action.

Impact Delivered

• Reduced the turnaround time for ad hoc custom insight requests from days to seconds.
• Saved senior leaders ~225 hours per year individually and $300,000+ in time, shifting their focus to strategic execution.
• Triggered automated Discount Warnings by tracking project-level pricing dynamics, helping the firm identify and prevent hidden revenue leakage.
• Reduced the time users spent navigating disjointed dashboards by 30-40%, driving significant cost savings of $200,000+.