How a $2.5 trillion firm built a secure GenAI platform, with Bigdata.com

To a global investment firm managing over $2.5 trillion in assets for millions of clients, control over its AI environment was essential. The firm's goal was to build a secure and highly customized generative AI platform that would integrate its own data, reflect its specific investment philosophy, and satisfy all compliance requirements.

The internal GenAI system was designed to:

• Seamlessly integrate vast quantities of in-house research, analyst commentary, and proprietary market models
• Empower analysts and portfolio managers with a conversational chat interface for faster, smarter decisions
• Maintain strict governance and data security while operating at the speed of AI

After years of development, the firm had built a powerful proprietary GenAI engine, optimized for internal data. But a key challenge remained: how to expand its capabilities with external insights without compromising security, quality, or uniqueness.

The challenge

• One of the largest investment firms globally with $2.5T+ AUM
• Active, research-driven investing across equities, fixed income, and multi-asset portfolios
• Strong focus on proprietary research and uncompromising data security

The firm needed external content that was high quality, domain-specific, AI-ready, and easily combined with proprietary datasets.

The solution: Bigdata.com data infrastructure

RavenPack’s Bigdata.com provided the missing piece:

• External reference data engine – A vast library of AI-ready datasets, from financial news and market sentiment to ESG and event detection.
• RavenPack knowledge graph – Adds context, relationships, and metadata to improve GenAI accuracy and relevance.
• Seamless LLM-to-LLM integration – Proprietary intelligence meets enriched external data, all within the firm’s strict security model.

Results

• Enhanced response quality – Context-rich, accurate answers for complex market queries
• Faster research turnaround – Analysts combine internal and real-time external insights in a single session
• Strategic differentiation – A unique AI platform, unlike any off-the-shelf solution

Beyond data: a strategic partnership

With Bigdata.com, the investment firm gains:

• Ready-made data for GenAI – Pre-structured, plug-and-play datasets with no cleaning required
• Continuous enrichment – The RavenPack knowledge graph evolves with the market
• Scalable expansion – Seamless integration of new datasets creates a living, learning AI ecosystem

Looking ahead, the firm is building an ever-growing AI knowledge ecosystem that strengthens research, accelerates insights, and safeguards its competitive edge.

If you’re also looking to embed AI workflows into your research and decision-making, explore what you can build with Bigdata.