Blog

November 21, 2023
AI Technology

Time to try something new: Predictive modeling!

 If you’re reading this, you probably know your way around a spreadsheet. However, even if you consider yourself a power user, predictive models are likely not part of your day-to-day work. Predictive modeling is still a tool reserved for data scientists, which means that a problem has to be […]
November 14, 2023
AI Technology

Announcing a new capability – Wandy just got personal

Download PDF Have you ever wished for a personal assistant that not only assists with your work tasks but also understands YOU and your work style? The latest release of Wandy introduces a personalization feature – Wandy autonomously learns about you and your work from your interactions! Conversation Preferences: Wandy […]
October 23, 2023
AI Technology

Wandy, our AI business assistant, just got some new superpowers

Here is a selection of the additional features and capabilities: Advanced Analytics: Wandy can run multiple tools, including Python, to deliver top-notch machine learning and automation capabilities. It can generate reports, charts, insights, and predictions based on your data. Real-time Search: Wandy can access and analyze any connected data from […]
August 21, 2023
AI Technology

Solving data & analytics challenges in enterprises

Every enterprise, regardless of its size, grapples with the challenge of efficiently harnessing data for improved decision-making. Yet, numerous barriers hinder the seamless extraction and analysis of it: Search Overload: The average employee dedicates a staggering 3.6 hours daily – equating to 45% of their productive time – merely in […]
May 24, 2023
News

AWS announces 21 startups selected for the AWS generative AI accelerator

AWS is excited to announce the cohort of startups accepted into the global AWS Generative AI Accelerator. The program kicks off May 24th at our San Francisco AWS Startup Loft and closes on July 27th. Over the course of their 10-week program, participants will receive tailored technical advice, dedicated mentorship, an opportunity to […]
January 12, 2023
News

Wand receives SOC2 certification

Wand announced today that it has successfully completed its Service Organization Control (SOC) 2, Type 1 certification. The SOC 2 is an auditing standard developed by the American Institute of Certified Public Accounts (AICPA). Successful completion of the SOC 2 audit further validates Wand focus on security and compliance, demonstrating […]
January 12, 2023
News

Wand receives GDPR certification

Wand today announced it has successfully passed its GDPR audit and assessment as it pertains to all GDPR requirements as a data processor. The GDPR analysis confirmed that the personal identifiable information (or PII) Wand collects is satisfactorily protected and securitized according to GDPR specifications. Wand is a no-code AI […]
November 21, 2023
AI Technology

Time to try something new: Predictive modeling!

 If you’re reading this, you probably know your way around a spreadsheet. However, even if you consider yourself a power user, predictive models are likely not part of your day-to-day work. Predictive modeling is still a tool reserved for data scientists, which means that a problem has to be […]
November 14, 2023
AI Technology

Announcing a new capability – Wandy just got personal

Download PDF Have you ever wished for a personal assistant that not only assists with your work tasks but also understands YOU and your work style? The latest release of Wandy introduces a personalization feature – Wandy autonomously learns about you and your work from your interactions! Conversation Preferences: Wandy […]
October 23, 2023
AI Technology

Wandy, our AI business assistant, just got some new superpowers

Here is a selection of the additional features and capabilities: Advanced Analytics: Wandy can run multiple tools, including Python, to deliver top-notch machine learning and automation capabilities. It can generate reports, charts, insights, and predictions based on your data. Real-time Search: Wandy can access and analyze any connected data from […]
August 21, 2023
AI Technology

Solving data & analytics challenges in enterprises

Every enterprise, regardless of its size, grapples with the challenge of efficiently harnessing data for improved decision-making. Yet, numerous barriers hinder the seamless extraction and analysis of it: Search Overload: The average employee dedicates a staggering 3.6 hours daily – equating to 45% of their productive time – merely in […]
May 24, 2023
News

AWS announces 21 startups selected for the AWS generative AI accelerator

AWS is excited to announce the cohort of startups accepted into the global AWS Generative AI Accelerator. The program kicks off May 24th at our San Francisco AWS Startup Loft and closes on July 27th. Over the course of their 10-week program, participants will receive tailored technical advice, dedicated mentorship, an opportunity to […]
January 12, 2023
News

Wand receives SOC2 certification

Wand announced today that it has successfully completed its Service Organization Control (SOC) 2, Type 1 certification. The SOC 2 is an auditing standard developed by the American Institute of Certified Public Accounts (AICPA). Successful completion of the SOC 2 audit further validates Wand focus on security and compliance, demonstrating […]
January 12, 2023
News

Wand receives GDPR certification

Wand today announced it has successfully passed its GDPR audit and assessment as it pertains to all GDPR requirements as a data processor. The GDPR analysis confirmed that the personal identifiable information (or PII) Wand collects is satisfactorily protected and securitized according to GDPR specifications. Wand is a no-code AI […]

Global Investment Leader Deploys Self-Evolving AI Agents

The Stakes

A global investment firm managing $1.6T in assets faced a critical challenge: scale AI adoption without compromising regulatory compliance. After multiple failed attempts with traditional AI solutions:

  • Internal data remained siloed due to regulatory constraints
  • Enterprise-wide AI experiments created user frustration
  • New AI capabilities took 8+ months to deploy

The Transformation

Wand AI deployed self-evolving AI agents in a private cloud, focusing on high-impact areas:

RFP Response Automation

  • Before: Junior analysts spent hours manually copying approved regulatory responses
  • After: AI agents instantly assemble compliant responses, with 100% consistency

Investment Analysis

  • Before: 3+ hours spent manually analyzing earnings reports
  • After: Real-time analysis of 30+ reports simultaneously, with automated risk assessment

Marketing Intelligence

  • Before: Days of back-and-forth between data science and marketing teams
  • After: AI agents bridge the gap, delivering instant data-driven campaign insights

Real Results

  • Deployed to 50+ power users within weeks
  • Reduced time-to-insight from hours to minutes
  • Maintained 100% regulatory compliance
  • Scaled from one use case to enterprise-wide adoption in 90 days

Why It Worked

  1. Private cloud deployment met the strictest financial regulations
  2. Self-evolving agents improved without constant retraining
  3. AI agents worked alongside humans, not just as tools
  4. Results delivered in minutes, not months

"WAND transformed how we work. Their self-evolving agents turned our regulatory constraints into a competitive advantage. What used to take our teams weeks now happens in minutes." — Head of AI