Financial sector company · Case study · naia
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Financial sector company

Investment fund administrator

A fund administrator with more than $2 trillion in assets under administration. Thibault introduced AI there while he was on the staff, before launching naia.

Services EmpowermentAutomationTraining
Case 1 Empowerment

Pitch decks in under 4 minutes

Tools PowerPointAI assistant

96% less time per presentation

The challenge

Tailoring a presentation to a prospect's asset class and jurisdiction took the sales team an hour and a half on average, copying slides by hand from old decks and a slide library into one huge PowerPoint file.

The solution

An AI assistant plugged into the slide library, the design rules and the brand guidelines. It builds a deck for the prospect, creates new slides when needed and delivers it straight to PowerPoint.

How the team uses it

  1. The salesperson The salesperson briefs the assistant like a colleague: who the deck is for, the asset class, the jurisdiction, what to highlight.
  2. The AI assistant The assistant drafts a first version of the deck.
  3. The salesperson The salesperson fine-tunes the deck with the assistant.
  4. The salesperson The salesperson checks the slides before sending them out.
  1. The salesperson The salesperson briefs the assistant like a colleague: who the deck is for, the asset class, the jurisdiction, what to highlight.
  2. The AI assistant The assistant drafts a first version of the deck.
  3. The salesperson The salesperson fine-tunes the deck with the assistant.
  4. The salesperson The salesperson checks the slides before sending them out.
Results

No more hunting for slides. The time goes into talking to prospects instead.

Case 2 Empowerment

Tender responses that no longer start from scratch

Tools WordPDFExcelAI assistant

3 h saved on every response

The challenge

Every tender started with a blank page. Someone would spend hours digging through a database for past answers, then copying and tailoring them.

The solution

An AI assistant plugged into that database. It knows every approved answer and learns from each new tender. When the team flags something out of date, a renewed certification or a recent audit, it updates the answers.

How the team uses it

  1. The team The team uploads the questionnaire (Word, PDF or Excel) and asks for a first draft.
  2. The AI assistant The assistant flags any question it has no answer for, or only a partial one.
  3. The team The team skims the draft and concentrates on the flagged questions.
  4. The AI assistant The assistant saves the new answers to the database for next time.
  1. The team The team uploads the questionnaire (Word, PDF or Excel) and asks for a first draft.
  2. The AI assistant The assistant flags any question it has no answer for, or only a partial one.
  3. The team The team skims the draft and concentrates on the flagged questions.
  4. The AI assistant The assistant saves the new answers to the database for next time.
Results

The people handling tenders save around 3 hours on each one. The team answered 4 tenders in a month, against 2 at most before.

Case 3 Automation

Monthly reporting, always up to date

Tool Salesforce

2 days saved on every monthly report

No AI here, and that's on purpose. The best answer was a tool the team already had. Thibault knows Salesforce inside out and simply set it up properly.

The challenge

Every month, the sales team exported the CRM data by hand and retyped the figures into Excel and a PowerPoint deck for management.

The solution

Interactive dashboards that pull straight from Salesforce and export in one click, in the format management wants.

How the team uses it

  1. The salesperson The salesperson opens the CRM and clicks a button.
  2. Salesforce Salesforce brings up the finished dashboard.
  1. The salesperson The salesperson opens the CRM and clicks a button.
  2. Salesforce Salesforce brings up the finished dashboard.
Results

Management decides on current figures, with no typos. And the sales team has stopped spending its days copying and pasting.

Case 4 Training

Getting management and senior sales up to speed

Tools AI assistant

The challenge

Two directors and two senior salespeople barely used AI, and only for basic things like general searches.

The solution

Hands-on sessions on AI and the new tools, backed up by written guides and short exercises.

How the team uses it

Each of them applies what they learned to their own work, and goes back to the guides to go further.

Results

All four now use AI daily and keep finding new uses on their own.

Sound familiar?

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