Organizations across finance, healthcare, media, and life sciences have long used AI and machine learning to improve operations and customer service. Now, generative AI is set to transform these industries from front to back. Vertical Relevance helps financial services firms harness generative AI on AWS. We solve key business challenges in wealth and asset management, banking, and insurance. Our consultants focus on outcomes like faster answers for customers and advisors, better retention, reduced manual work, and strong compliance. Our engineers build the systems that make these outcomes real. We create AI assistants and decision tools that fit into daily workflows for sales, service, onboarding, operations, and risk.
These tools search content, notes, and data to summarize insights and suggest next steps. Running on AWS, our solutions use existing controls, security, and operations. They address scattered information, slow reviews, and delayed risks—leading to shorter cycles, better conversations, and improved asset and customer retention. Engagements typically start with a discovery to target one business metric, such as handle time, approval turnaround, or AUM at risk. We then build a production pilot, measure impact, and plan rollout with client teams and controls.
Our teams have successfully implemented AI solutions across heavily regulated sectors, with a deep understanding of the unique challenges internal teams face when deploying AI at scale. By leveraging AWS’s comprehensive AI service portfolio, we deliver scalable solutions that evolve with your business and exceed the most stringent compliance standards. When it comes to getting started with AI, we typically follow the process below:
Drive business transformation via targeted AI use case identification and rapid validation. We prioritize opportunities tied to outcomes like NPS, AUM retention, handle time, or review throughput, assessing feasibility in data, security, compliance, and change management. We build quick production prototypes to prove value, with scaling plans featuring operating models, metrics, and ROI-focused rollouts.
Streamline AI initiatives with efficient processes and governance for maximum impact. We establish single intake and prioritization to focus on high-value work, aligning business, risk, and technology. Governance includes privacy, security, regulatory controls, and standardized metrics for comparing pilots and deployments.
Validate and expand AI solutions through structured pilots and measurable scaling. We set baselines, targets, and metrics with guardrails for quality, risk, and cost. Pilots run in production with human oversight and dashboards for A/B tracking and reviews, leading to operating models, runbooks, training, budgets, and scaling criteria.
Build a reliable data infrastructure to power effective AI applications. We organize and optimize AWS data assets through cleansing, transformation, and governance for compliant AI operations, including setup of data storage like lakes for organization-wide access.
Safeguard AI deployments with comprehensive compliance and access management. We collaborate with teams to ensure services like Bedrock meet requirements through assessments, documentation, and workflows. Controls feature RBAC and access limits to protect privileged data.
Implement foundational AI architecture for enhanced generation and integration capabilities. We deploy Retrieval-Augmented Generation with ingestion, chunking, embeddings, indexing, and secure connectors, plus role-based personas, agent tools, and vetted MCPs/APIs for system integration.
Module Spotlight – Dependency Mapper
Solution Spotlight – Experiment Developer
Module Spotlight – OPA Policy Generator
Module Spotlight – Architecture Review Tool (ART)
Solution Spotlight – Control Agent
Control Broker Eval Engine
Partner with Vertical Relevance to unlock the full potential of Generative AI while maintaining the security and compliance standards your industry demands. Let us help you build the AI-powered future of your organization.
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