Loka and Vestmark Build an AI Agent that Reduces Workflow Times by 95%
Industry
FinTech, SaaS, Wealth Management
Tech & TOOLS
Amazon Bedrock, Amazon Aurora, RAG, AWS Lambda, VAST™ API, Amazon ECS, AWS Fargate, Amazon ECR, AWS CodePipeline, Amazon RDS & Amazon Aurora, Amazon DynamoDB, AWS Batch, Amazon CloudWatch, Amazon EventBridge
Teams & Services
Machine Learning, DevOps, Backend, Project Management, Staff Augmentation
milestones
Proposal generation effort cut by 95%
Industry
FinTech, SaaS, Wealth Management
Tech & TOOLS
Amazon Bedrock, Amazon Aurora, RAG, AWS Lambda, VAST™ API, Amazon ECS, AWS Fargate, Amazon ECR, AWS CodePipeline, Amazon RDS & Amazon Aurora, Amazon DynamoDB, AWS Batch, Amazon CloudWatch, Amazon EventBridge
Teams & Services
Machine Learning, DevOps, Backend, Project Management, Staff Augmentation
milestones
Proposal generation effort cut by 95%
Vestmark's agentic AI upgrade unlocks more personalized service and more accurate predictions for FinTech clients.
The situation
Vestmark, a leading provider of SaaS-driven portfolio management and trading solutions, roadmapped an AI-powered assistant to support their financial advisors, but their platform couldn’t handle the operational load. This AI assistant would have to understand advisor intent, retrieve relevant insights from internal documentation in real time and take secure action through API calls, all within a highly regulated and performance-sensitive environment. Realizing their ambitions outweighed their internal AI capabilities, Vestmark came to Loka for support.
The solution
Loka designed and implemented an agentic AI solution powered by Amazon Bedrock and Amazon Aurora called the AI Advisor Assistant. This tool enables real-time knowledge retrieval, contextual reasoning and direct action execution and leverages retrieval-augmented generation to provide high-fidelity responses, guiding advisors through complex workflows while remaining fully integrated with Vestmark’s existing infrastructure. Running on AWS-native architecture, the AI Advisor Assistant delivers scalable automation, high performance and enterprise-grade security.
What we delivered
The AI Advisor Assistant is capable of real‑time knowledge retrieval, context‑aware decision‑making and API‑based automation. It dramatically accelerates the process of finding and acting on information and adapts to the unique workflows of the financial services industry, offering a secure, scalable and intelligent layer of support within the Vestmark platform.
Project results
Reduced proposal generation effort by 95%—from 10 clicks over 5 minutes to 1 sentence in 15 seconds. For a firm of 100 advisors, this saves 40,000 prep hours per year.
Onboarding time cut from 1-2 weeks to instantly automated, on-the-job training
Compliance with industry standards and seamless integration into Vestmark’s existing systems
A defined roadmap for expanding agentic AI capabilities, enabling further automation and support in future releases
