What was the challenge?
As part of its internal knowledge initiative, the firm wanted to make institutional knowledge easily accessible to its partners and consultants. Existing search tools were limited to keyword matches and struggled to understand business context, slowing down research and decision-making.
Fragmented Knowledge
Insights scattered across multiple systems, formats, and folders.
Slow Information Retrieval
Manual search and review reduced productivity for senior partners.
Context Understanding
Existing tools could not interpret nuanced business queries.
Security Constraints
Knowledge systems needed to remain fully within the firm's private infrastructure.
How did Needl.ai help?
Needl.ai deployed AskNeedl, a secure, retrieval-augmented generation (RAG) based knowledge agent, white-labeled and hosted on the firm's private Azure infrastructure. The solution unified knowledge across SharePoint and OneDrive, and enabled partners to ask natural language questions on internal decks, reports, and transcripts. The deployment followed a phased approach that started with a core group of partners and scaled to the wider partnership as adoption grew.
Private Cloud Deployment: Hosted entirely within the firm's infrastructure, compliant with IT security policies.
Context-Aware Q&A: Delivered citation-backed answers to complex, context-specific business queries.
Unified Knowledge Base: Integrated internal content across PDFs, PPTs, Word files, and video transcripts into a single searchable interface, designed to scale to several tens of terabytes of knowledge assets.
Custom Prompt Libraries: Included pre-defined prompt templates and best-practice guides for partner use.
What changed?
The AskNeedl deployment streamlined access to institutional knowledge and improved research efficiency for partners.
Unified access to knowledge across multiple data types
Faster, more consistent retrieval of internal insights
Secure, scalable AI deployment within private cloud
Improved collaboration and knowledge reuse across teams
“Research that once took hours now takes minutes. AskNeedl has improved how quickly our partners access and use institutional knowledge.”
Credit reports in under an hour
US$250K in a single trading day