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10X Analyst Platform: Agentic Platform for Knowledge Workers in Financial Services Industry

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Deloitte and Amazon Web Services (AWS) introduce the 10X Analyst, an AI platform purpose-built for the Financial Services Industry (FSI). Harnessing generative AI based Agentic solutions and large language models (LLMs), the 10X Analyst Platform empowers organizations to move faster with AI doing the bulk of work. Explore how the 10X Analyst is rewriting the rules of what's possible.

10X Analyst Platform

10X Analyst is an agentic platform that enables knowledge workers in the FSI space to drive efficiencies and reduce cycle time in workflows such as Fixed income analysis, Actuarial analysis, Campaign analysis, etc. The platform lets clients build curated agentic workflows that involve high-intensity work, such as analyzing large datasets with natural language, conducting deep research on financial documents with tables, creating reports/memos, and automating them at recurring frequencies.

Challenges to GenAI development in FSI

Financial services institutions face challenges in advancing GenAI applications into production, including the following:

Complexity of GenAI development

Developing AI solutions necessitates expertise in data science, data engineering, and software development. The manual management of these workflows is both intricate and prone to errors.

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Operationalization & Risk Management

Moving GenAI systems from prototyping to production environments requires specialized handling of complex elements like prompt management, retrieval mechanisms, evaluations, and output quality assurance. GenAI applications to demonstrate transparency and explainability to manage risks related to model bias, unintended consequences, and regulatory compliance.

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Data management and security

Data access by GenAI applications must be securely stored, encrypted, processed, and governed to comply with regulations.

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Scalability and performance

Deploying GenAI models across the enterprise requires cost-effective management of significant computational resources to balance performance needs with infrastructure expenditure.

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Collaboration and governance

GenAI projects often involve cross-functional teams. Without a centralized platform, collaboration, version control, and governance become difficult.

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The Deloitte and AWS response

10X Analyst is an enterprise-grade GenAI and agentic AI platform that helps convert ideas into production-ready applications in weeks. Deloitte and AWS have created the 10X Analyst, an AI platform for FSI clients. Using AWS Bedrock and Anthropic's latest models helps address common industry challenges with:

Demo of pre-built applications.

Municipal bonds research

Interpret complex bond prospectuses at scale for operational efficiency and effective trading decisions.

Talk to my data

Interrogation and visual analytics of tabular data through a natural language interface

Insurance Actuarial

Analyze workers’ compensation and claims data to uncover key claims drivers, identify trends, and receive targeted recommendations.

Fixed Income

Analyze bond documents such as financial statements, rating change documents, covenants, etc to inform trading insights.

What sets the 10X Analyst platform apart.

A subset of platform features especially applicable to the financial services industry includes:

Defensive UX

Defensive UX helps enhance transparency and explainability of responses and insights. The features provide the ability to audit responses with introspection, the ability to incorporate expert opinions for more targeted answers, and build trust in responses supported by confidence scores and visual feedback.

Evaluations

Evaluations for in-depth monitoring of LLM responses and early detection of drift. The platform offers over 10 out-of-the-box evaluation metrics, LLM as a judge, and the ability to integrate with third-party evaluation libraries.

Security and compliance

Security and compliance, including PII Redaction and synthetic PII generation, integration with AI guardrails services, and data minimization.

Agentic capabilities

Agentic capabilities to enable deep research, visual insights including charts and graphs, and real-time web search.

Workflow

Workflow and integrations to allow users to take actions based on insights.

Our latest thinking

Delivering results: A client perspective

An asset manager with $1T AUM leveraged the 10X Analyst to transform their Municipal Bonds Research function.

Research analysts at the municipal bond desk of a leading asset manager received request to extract insights from more than 7,000 municipal bond prospectuses each month. Client did not have the capacity to review all prospectuses potentially missing profitable investment opportunities. Manual reviews were time-consuming, leading to delays in investment decisions and price slippage.
Deloitte leveraged a 10X Analyst to transform the client’s municipal bonds research function. The solution is integrated with the client’s enterprise systems to source documents and datasets, uses GenAI to provide quick and safe insights, allows deep investigation via reasoning and data analysis, and has workflow to take actions based on the insights.
The solution enabled a 7X increase in analysis throughput and reduced manual research effort, saving the client an estimated $1 million annually.

Potential benefits

Clients of 10X Analyst Platform have seen:

4 weeks

Rapid prototyping of their GenAI ideas in as little as 4 weeks

12-16 weeks

Production deployment of GenAI application in
12-16 weeks

10X increase

Up to 10X increase in analysis throughput compared to traditional manual analysis

$2M

Estimated operational savings of $2M annually

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Fill out the form to request a demo or to learn how 10x platform can help your business.

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10X Analyst Platform: Agentic Platform for Knowledge Workers in Financial Services Industry

Powered by Deloitte's Multi Agent System