Overview
The investment management industry faces a critical challenge: a growing client expectation for personalized service that traditional methods struggle to scale. Financial advisors find it difficult to deliver tailored guidance to every client, and institutions miss out on significant assets under management (AUM) due to ineffective client targeting. This gap leads to substantial value loss, with trillions in underperforming portfolios, high client attrition rates from generic advice, and missed opportunities for institutions.
Founded in 2019, Zeed AI aims to solve these challenges. Zeed developed an agentic AI platform designed to transform raw data into personalized financial narratives and experiences for clients.
Approach
Due in part to our extensive expertise in Large Language Models (LLMs), Zeed approached DataSpartan to help scale the platform and to develop new, compelling features.
Zeed’s AI architecture now utilizes predictive intelligence that improves with every interaction and enables cross-institutional machine learning without sharing private data.
Results
DataSpartan’s unique approach to helping startups has allowed Zeed to scale effectively with low up front costs. As part of the engagement, DataSpartan provided computing and storage resources, seats in our London office, and a core data science and engineering team to support Zeed’s needs.
In 2024, Zeed won the coveted ‘Best of Show’ award at the FinovateEurope conference.
”The DataSpartan team pulled off the unimaginable for us. Highly recommend working with them to build products at the bleeding edge.
Salman HussainCEO, Zeed AI
