CACEIS is placing artificial intelligence (AI) at the heart of its innovation strategy. The CACEIS AI Factory is therefore integrating the latest technological advancements to optimise existing solutions and design new ones. This proactive approach enhances operational efficiency and enriches the client experience.
The AI Factory, CACEIS's dedicated AI team, is tackling a dual objective: optimising processes through bespoke AI solutions and supporting staff in the adoption of artificial intelligence technologies. “From 2024, an in-depth analysis identified four main families of practical technological enablers: data reading and extraction, static content generation, connected content generation, and the development of complex modules,” explains Amine Sassi, Head of Unit - IT Innovation.
Since the beginning of the year, the AI Factory has been working on three strategic pillars: finalising priority technical building blocks, capitalising on existing components, and strengthening the architecture and technical capabilities.
Refining Our AI Solutions
One flagship project, currently in its final stages, involves improving inbound email management. The AI reads client requests, analyses the content, and automatically generates a proposed response, which is then checked and completed by a human agent. This process streamlines request handling, reduces response times, and ensures greater responsiveness.
Another project underway is the automation of securities and cash account reconciliation for middle office teams. This module uses advanced deep learning techniques to process large volumes of data while reducing the risk of human error. “Following a testing phase, we will launch a Minimum Viable Product (MVP) to measure its impact and refine it in collaboration with our business teams,” explains Sabine Iacono, Group Head of Digital at CACEIS.
Capitalising on Existing Building Blocks for Accelerated Adoption
The objective here is to leverage solutions developed in 2024 to respond more swiftly to new requirements.
Among these solutions is the Knowledge Management module. Based on Betsie, CACEIS’s generative AI assistant used for responding to tenders (RFPs) and due diligence, this module enables document sharing, facilitating the dissemination of expertise within CACEIS and the integration of new employees. Through a multilingual chat, users can ask questions, obtain precise answers, and easily find the information they need.
Another solution is the document comparison engine. Inspired by our Prospair prospectus reading tool, this engine compares monthly reports or contracts against their reference documents. It will offer significant time savings and a high level of replicability.
Finally, “We are currently finalising the development of a tool capable of automatically generating meeting transcripts and summaries enriched with an integrated glossary, all via a simple and intuitive interface,” adds Amine Sassi.
Concurrently, the AI Factory has deployed a secure lab for data scientists and advanced users to test their prompts, as well as an internal chat that guarantees strict adherence to data sharing and security requirements.
Strengthening Architecture and Technical Capabilities
To prepare for large-scale deployment and the democratisation of artificial intelligence, an agnostic and modular architecture has been designed and will be deployed. Based on an optimised hybrid model, it combines the strengths of cloud and on-premise infrastructure. This combination allows for the processing of growing volumes of sensitive financial data while complying with strict regulatory requirements (GDPR, MiFID II, DSP2).
A Sustainable and Evolutive Strategy
CACEIS's AI strategy is based on the “Build, Operate, Transfer” principles. Once an AI project is deployed, internal teams gradually take over its evolution. This approach not only guarantees autonomy but also the capacity to adjust and evolve the technologies in line with new business challenges. The goal is to ensure continuous innovation and maximum responsiveness to emerging needs.
“AI has become a key driver of performance, security, and client satisfaction. The democratisation of AI within CACEIS is just beginning. Our teams will continue to strengthen their expertise, develop ever-smarter solutions, and foster a working environment conducive to innovation,” concludes Sabine Iacono.
