Fortune 500 wealth management firm boosts advisor productivity with AI copilot and AWS reporting platform

A Fortune 500 wealth management firm partnered with Grid Dynamics to boost financial advisor productivity and accelerate decisions with two connected capabilities: a financial services AI copilot for rapid knowledge discovery and an AWS‑native reporting platform for fast, trusted metrics. In plain terms: advisors get answers in seconds instead of searching across systems, and reports arrive faster with higher reliability. This means that client conversations are sharper, and more informed decisions land sooner. The result is stronger client service and a secure foundation built for scale and compliance.

Interested in other financial advisor productivity tools? Check out our GenAI Investment Suitability Assistant to optimize alternative investment matching processes, automate document processing, regulatory compliance checks, and suitability scoring.

What changed for the business

• Faster decisions: Report latency dropped by more than 60%, improving responsiveness in client meetings.
• Higher advisor adoption: Weekly active users grew 40% in the first 90 days as teams moved to self‑service.
• Better client conversations: Advisors use natural language to pull context, compare options, and tailor recommendations.
• Lower operational drag: Serverless, version‑aware pipelines reduce maintenance and enable faster, safer change.

How it works

• Conversational assistant: Natural‑language queries surface wealth management firm knowledge and client context with conversational AI-guided recommendations to support fee‑based advisory work.
• AWS reporting platform: Amazon MSK for streaming ingestion; Spark on EMR Serverless for transformations; Amazon S3 for durable storage; Amazon Redshift for analytics; Apache Airflow for orchestration; AWS Lambda for lightweight tasks.
• Security and reliability: Private connectivity, least‑privilege IAM, encryption, throttling and rate limits, monitoring, multi‑AZ design, failover testing, and Terraform‑based provisioning.
• Ownership and scale: Discovery and a Well‑Architected Review shaped the design; CI/CD, documentation, and handover enabled full client ownership for enterprise rollout.

Ready to see the blueprint? Download the full case study for the architecture, rollout steps, and lessons learned that can accelerate advisor productivity and analytics modernization with AWS.

Authors

Agustin Lago

Vice-President Client Success, Financial Services

Agustin Lago is Vice President of Client Success, Financial Services at Grid Dynamics, where he develops and executes strategic sales initiatives to drive revenue growth for the practice. A seasoned executive with more than 25 years in the financial services industry, he has worked directly within leading global institutions and advised banks, fintechs, and startups worldwide, building and scaling client partnerships. For over 14 years, he has guided clients through strategic initiatives in transformation, innovation, customer engagement, regulatory compliance, and growth.

His expertise spans account management, business development, general management, advisory, risk management, strategic planning, payments, digital transformation, modernization, M&A, outsourcing, and operations across diverse regions and cultures.

Agustin has also led large-scale cultural change programs, helping organizations strengthen effectiveness, realize integration synergies, and accelerate growth. His career includes senior roles at Globant, ScaleCred, Slalom, and Genpact.

---

Sandeep Kashyap

Senior Director, Cloud Alliances

Sandeep is Senior Director, Cloud Alliances at Grid Dynamics, where he builds strategic relationships with cloud providers and technology partners to accelerate joint go-to-market initiatives, co-innovation and revenue growth. An experienced technology, sales and partnership leader, he brings deep expertise in the AWS ecosystem, cloud marketplaces, partner enablement and ISV alliances. Before joining Grid Dynamics, Sandeep led global alliance and partnership programs at Trianz and spent more than seven years at AWS, driving partner development across global system integrators and software vendors. His background spans engineering, product development, sales and business development at organizations including Adobe, Symantec, Yahoo! and HARMAN.

---