Case Study: Evooq Enhances Wealth Management AI with Decisional's Agent API
How a leading Swiss wealth management platform used Decisional's AI agents to launch intelligent features in weeks instead of months—with superior accuracy.
About Evooq
Evooq↗
Evooq is a Swiss financial technology company providing wealth management solutions to banks and advisors. Their platform helps wealth managers analyze portfolios, serve clients, and streamline operations.
The Challenge
To stay ahead in the competitive wealth management industry, Evooq sought to augment their platform with AI-driven features that could help wealth managers:
- Analyze complex portfolios in natural language
- Answer nuanced client questions with accurate, cited information
- Automate time-consuming research and reporting tasks
- Deliver real-time insights with low latency
Building these capabilities in-house would require significant investment in LLM infrastructure, financial domain expertise, and months of development time. Evooq needed a partner who understood both AI and finance.
The Solution
Instead of building an in-house large language model solution, Evooq partnered with Decisional—a Y Combinator and NVIDIA-backed AI agent platform specialized for deep financial analysis.
Using Decisional's Agent APIs, Evooq's product team implemented two key features:
1. Advisor AI Assistant
A conversational AI assistant that allows wealth advisors to query complex financial information in natural language. Advisors can ask questions about portfolio performance, risk metrics, or market research—and the AI assistant generates comprehensive answers on the fly.
2. Automated Report Generation
The platform now generates in-depth investment reports and insights automatically. Decisional's agent produces long-form financial content (portfolio reviews, market commentaries) complete with inline citations linking back to original data sources.
"We tested it against other solutions and the accuracy and quality of deep thoughtful research is far ahead of the 10 odd companies we evaluated."
The Results
By using Decisional's Agent APIs, Evooq achieved:
Faster Time-to-Market
Launched AI features in weeks instead of months. Decisional's ready-made financial agents eliminated the need to build from scratch.
Superior Accuracy
After evaluating 10+ solutions, Evooq found Decisional's accuracy and research quality to be the clear leader.
Trusted Citations
Every AI response includes citations linking back to source data—critical for compliance in regulated financial services.
Low Latency Streaming
Real-time streaming responses ensure advisors get answers quickly, improving user experience and productivity.
Why Decisional
Evooq chose Decisional because it offered a unique combination of:
- Financial domain expertise: Pre-built understanding of wealth management concepts, terminology, and workflows
- Production-ready APIs: Simple integration that let Evooq focus on their product, not AI infrastructure
- Accuracy over speed: Deep, thoughtful analysis rather than shallow, fast responses
- Enterprise reliability: Built for regulated financial services with full audit trails and citations
Ready to build AI-powered features?
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