The private capital firm relied on manual, document-heavy workflows that slowed research, delayed client responses, and increased compliance risk. Analysts spent days synthesizing fund data and disclosures, while leadership remained cautious about adopting public AI tools that could compromise regulatory integrity. The firm needed to innovate without sacrificing governance, accelerating productivity, enabling real-time insights, and ensuring every AI-driven response remained fully compliant.
Synoptek implemented Prometheus, a secure, enterprise-grade conversational AI platform built on Microsoft Azure and Azure AI Foundry. Designed around Trustworthy AI principles, Prometheus integrated Retrieval Augmented Generation (RAG), role-based access controls, and compliance-safe response boundaries. The platform unified research, client advisory, fund insights, and compliance workflows into a governed AI assistant—dramatically improving speed, accuracy, and adoption while remaining fully auditable and regulation-ready.
Customer: Private Capital Investment Firm
Profile: The investment firm manages $18.5 billion in assets on behalf of a broad array of institutional clients and professional asset allocator.
Industry: Financial Services
Services: Conversational AI Platform built on Microsoft Azure + Azure AI Foundry
