The Impact
$
100
M+
forecasted annual productivity gains
10
x
faster turnaround on investment and client reports
50
%
faster onboarding for new analysts and associates
Enterprise AI: Build or Buy?
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Asset managers, investment bankers, and retail brokerage teams struggled with manual, time-consuming searches across siloed systems - CMS, email, CRM, and transaction systems - leading to fragmented, incomplete, and inconsistent insights. This slowed deal execution, weakened client responsiveness, and created operational drag across the front office.
Unframe delivered a custom AI-driven enterprise search engine that connects structured data (CRM, transaction logs) and unstructured content (emails, documents), applies contextual tagging and linking to ensure every insight is traceable to its source, delivering results through an AI assistant that surfaces actionable insights rather than raw search outputs - enabling confident decision-making.
