INDUSTRY
Professional Services / Advisory
USE CASE
Enterprise knowledge management • AI-enabled advisory delivery
PRODUCTS
Great advisory firms run on expertise.
Now that expertise runs on AI.
About
A leading global advisory firm sought to modernize how it delivers value to clients. While rich in domain expertise across industries, its institutional knowledge was distributed across documents, teams, and legacy systems. The firm partnered with Uniphore to deploy the Business AI Cloud as a strategic AI platform — transforming proprietary expertise into production-grade AI capabilities deployable across client engagements.
Challenge
The firm had experimented with AI pilots to support research and advisory functions, but these efforts struggled to scale. Knowledge remained siloed, governance requirements were stringent, and there was no consistent way to operationalize proprietary expertise into AI systems that could be deployed reliably across client engagements.
To move forward, the firm needed a secure and sovereign AI foundation capable of transforming institutional expertise into production-grade AI capabilities.
Solution
The firm partnered with Uniphore, leveraging the multi-layered architecture of the Business AI Cloud as a strategic AI platform:
Using the Data Layer, knowledge assets and client-relevant data sources were securely connected and structured without requiring disruptive migrations.
Through the Knowledge Layer, the firm developed industry-specific Small Language Models (SLMs) grounded in proprietary methodologies, frameworks, and regulatory knowledge. Agentic Process Discovery helped formalize advisory workflows into reusable, AI-ready execution paths.
The Model Layer ensured governance, security, and explainability — critical in regulated advisory environments.
Finally, the Agentic Layer enabled the orchestration of advisory workflows, allowing AI systems to assist and, in certain contexts, automate structured components of client delivery.
