How Quantly is Accelerating Fund Data Discovery at FE Fundinfo
How Quantly is Accelerating Fund Data Discovery at FE Fundinfo
Summary
Summary
Summary
FE Fundinfo, a leading global fund‐data and technology provider, partnered with Quantly to deploy AI agents that surface answers from millions of internal data points directly inside Microsoft Teams. Powered by Quantly’s agent infrastructure, the solution is becoming the first touchpoint for client queries and together we have set the foundation for wider AI‑driven adoption and automation across the organisation, fitting into FE Fundinfo’s transformation and goal of being AI-first.
FE Fundinfo, a leading global fund‐data and technology provider, partnered with Quantly to deploy AI agents that surface answers from millions of internal data points directly inside Microsoft Teams. Powered by Quantly’s agent infrastructure, the solution is becoming the first touchpoint for client queries and together we have set the foundation for wider AI‑driven adoption and automation across the organisation, fitting into FE Fundinfo’s transformation and goal of being AI-first.
Active FE Fundinfo Users
Queries Answered in Last 3 Months
%
Monthly Query Growth
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About FE Fundinfo
About FE Fundinfo
About FE Fundinfo
Headquarters: Zurich & London
Business: End‑to‑end fund data, regulatory reporting and distribution services for the asset‑management industry
Scale: 1300+ employees, serving 1.2k+ asset managers, 170+ banks & brokers, 100k+ active funds covered
Headquarters: Zurich & London
Business: End‑to‑end fund data, regulatory reporting and distribution services for the asset‑management industry
Scale: 1300+ employees, serving 1.2k+ asset managers, 170+ banks & brokers, 100k+ active funds covered
The Challenge
The Challenge
The Challenge
FE Fundinfo’s client‑service and operations teams need answers fast from a universe of millions of data points and critical information that lives in silos - CSV extracts on shared drives, SQL data warehouses, SharePoint libraries, Confluence pages and a series of internal APIs. Searching for the right figure or document could sometimes take hours and query volumes are only climbing. Turnaround times have a lot of room for improvement.
FE Fundinfo’s client‑service and operations teams need answers fast from a universe of millions of data points and critical information that lives in silos - CSV extracts on shared drives, SQL data warehouses, SharePoint libraries, Confluence pages and a series of internal APIs. Searching for the right figure or document could sometimes take hours and query volumes are only climbing. Turnaround times have a lot of room for improvement.
FE Fundinfo’s client‑service and operations teams need answers fast from a universe of millions of data points and critical information that lives in silos - CSV extracts on shared drives, SQL data warehouses, SharePoint libraries, Confluence pages and a series of internal APIs. Searching for the right figure or document could sometimes take hours and query volumes are only climbing. Turnaround times have a lot of room for improvement.
FE Fundinfo adds 1.5M+ documents per month
FE Fundinfo adds 1.5M+ documents per month
FE Fundinfo adds 1.5M+ documents per month
PAIN
POINTS
PAIN POINTS
Siloed Data, Slow Search |
Siloed Data, Slow Search |
Siloed Data, Slow Search |
Analysts wasted time navigating fragmented sources like SQL, SharePoint, and Confluence, often escalating to experts.
Analysts wasted time navigating fragmented sources like SQL, SharePoint, and Confluence, often escalating to experts.
Response Time Pressure
Client queries increasing, putting pressure on response time speed and quality.
Rigid Tools & AI Capacity Constraints
Off-the-shelf tools lacked flexibility and explainability; internal AI builds are constrainted by capacity.
QUANTLY SOLUTION
QUANTLY SOLUTION
QUANTLY SOLUTION
Unified Data Access
Unified Data Access
Unified Data Access
Retrieval agents connect and search across all internal systems.
Retrieval agents connect and search across all internal systems.
Fast, Explainable Micro-Agents
Tailored agents deliver trusted outputs inside Microsoft Teams.
Tailored Infra, Seamless Integration
On-prem deployment of scalable and customised to client's needs.
IMMEDIATE BENEFIT
IMMEDIATE BENEFIT
IMMEDIATE BENEFIT
Time Back to Analysts
Time Back to Analysts
Time Back to Analysts
No need to dig or ask SMEs, answers are instant.
No need to dig or ask SMEs, answers are instant.
Reliable, Instant Answers
Faster, more consistent response times unlock user capacity for more difficult cases.
Accelerated AI Rollout
Fast time-to-value accelerated AI strategy; fully extendable infrastructure.
FUTURE DEVELOPMENTS
FUTURE DEVELOPMENTS
FUTURE DEVELOPMENTS
Single Source of Truth
Single Source of Truth
Single Source of Truth
Expandable to more sources and business units.
Expandable to more sources and business units.
Workflow Automation
Evolve from Q&A to full process execution. |
Scalable AI foundation
Platform-ready for enterprise-wide transformation.
Response Time Pressure
Response Time Pressure
Client queries increasing, putting pressure on response time speed and quality.
Fast, Explainable Micro-Agents
Fast, Explainable Micro-Agents
Tailored agents deliver trusted outputs inside Microsoft Teams.
Reliable, Instant Answers
Reliable, Instant Answers
Faster, more consistent response times unlock user capacity for more difficult cases.
Workflow Automation
Workflow Automation
Evolve from Q&A to full process execution. |
Rigid Tools & AI Capacity Constraints
Rigid Tools & AI Capacity Constraints
Off-the-shelf tools lacked flexibility and explainability; internal AI builds are constrainted by capacity.
Tailored Infra, Seamless Integration
Tailored Infra, Seamless Integration
On-prem deployment of scalable and customised to client's needs.
Accelerated AI Rollout
Accelerated AI Rollout
Fast time-to-value accelerated AI strategy; fully extendable infrastructure.
Scalable AI foundation
Scalable AI foundation
Platform-ready for enterprise-wide transformation.
Outcome
FE Fundinfo changed internal processes to ask the Quantly Agent first before deferring to others in the department or handing over to subject matter experts.
Outcome
FE Fundinfo changed internal processes to ask the Quantly Agent first before deferring to others in the department or handing over to subject matter experts.
Outcome
FE Fundinfo changed internal processes to ask the Quantly Agent first before deferring to others in the department or handing over to subject matter experts.
Quantly’s infrastructure didn’t just solve the initial retrieval‑search pain for FE Fundinfo’s fund data. It laid down a foundation for future agent use cases.
Quantly’s infrastructure didn’t just solve the initial retrieval‑search pain for FE Fundinfo’s fund data. It laid down a foundation for future agent use cases.
“Quantly has helped us transform what was once a time-consuming search across disparate internal sources into an instant, seamless discovery experience. Its infrastructure integrates smoothly with our existing stack, enabling rapid deployment of new GenAI capabilities.
Now deeply embedded within our internal systems, the Quantly team has proven to be a genuine partner, expertly guiding implementation, refining integrations and continually uncovering new opportunities that enhance our in-house solutions.”
“Quantly has helped us transform what was once a time-consuming search across disparate internal sources into an instant, seamless discovery experience. Its infrastructure integrates smoothly with our existing stack, enabling rapid deployment of new GenAI capabilities.
Now deeply embedded within our internal systems, the Quantly team has proven to be a genuine partner, expertly guiding implementation, refining integrations and continually uncovering new opportunities that enhance our in-house solutions.”
“Quantly has helped us transform what was once a time-consuming search across disparate internal sources into an instant, seamless discovery experience. Its infrastructure integrates smoothly with our existing stack, enabling rapid deployment of new GenAI capabilities.
Now deeply embedded within our internal systems, the Quantly team has proven to be a genuine partner, expertly guiding implementation, refining integrations and continually uncovering new opportunities that enhance our in-house solutions.”
Richard Thorpe, Head of Engineering, FE Fundinfo
Richard Thorpe, Head of Engineering, FE Fundinfo
Richard Thorpe, Head of Engineering, FE Fundinfo
A Reliable Foundation For Continued Expansion
A Reliable Foundation For Continued Expansion
A Reliable Foundation For Continued Expansion
An AI-first strategy isn’t about finding the “right” tool, it’s about establishing the right foundation to unlock new use cases and scale AI adoption quickly and reliably. The Quantly-FE Fundinfo partnership delivers exactly that. With Quantly’s agentic infrastructure now deployed internally and successfully applied, both focus has shifted to:
Expanding the data layer by gradually integrating additional sources, creating a single source of truth.
Evolving from ad-hoc queries to full end-to-end workflows, enabling deeper automation and even greater impact.
An AI-first strategy isn’t about finding the “right” tool, it’s about establishing the right foundation to unlock new use cases and scale AI adoption quickly and reliably. The Quantly-FE Fundinfo partnership delivers exactly that. With Quantly’s agentic infrastructure now deployed internally and successfully applied, both focus has shifted to:
Expanding the data layer by gradually integrating additional sources, creating a single source of truth.
Evolving from ad-hoc queries to full end-to-end workflows, enabling deeper automation and even greater impact.
Why FE Fundinfo Chose Quantly
Why FE Fundinfo Chose Quantly
Why FE Fundinfo Chose Quantly
Domain-specific focus: Purpose-built for financial analysts with explainable, high-trust outputs.
Full-stack offering: Everything needed - deployment, orchestration, connectors, UI, in one platform.
Extensible infrastructure: Modular architecture that scales easily across teams and use cases.
High-touch support throughout: Hands-on help with deployment, integration, and rollout.
Highly-customisable: Tailored workflows, data sources, and outputs to match internal needs.
Domain-specific focus: Purpose-built for financial analysts with explainable, high-trust outputs.
Full-stack offering: Everything needed - deployment, orchestration, connectors, UI, in one platform.
Extensible infrastructure: Modular architecture that scales easily across teams and use cases.
High-touch support throughout: Hands-on help with deployment, integration, and rollout.
Highly-customisable: Tailored workflows, data sources, and outputs to match internal needs.