Implementing Intelligence Platform Development for UK Fintech Company

The client is a UK-based fintech company developing an enterprise AI platform that combines search, generative AI, and knowledge graph technologies for financial research. Their goal is to integrate traditional search (APEX) with a conversational AI system (Contours) to create a unified intelligence platform. SmartDev partnered with the client through a dedicated offshore development team under a flexible Time & Materials model. The collaboration focused on accelerating feature development, enhancing AI capabilities, and enabling the launch of a scalable AI-driven research marketplace.
Team

13 Headcounts (4 Frontend Developers, 4 Fullstack Developers, 1 AI Engineer, 1 UI/UX Designer, 1 Project Manager, 1 Business Analyst, 1 QA Engineer)

産業

Intelligence Technology

製品とサービス

Software Platform Development

タイムスケール

2 Months

国

イギリス

事業概要

A UK-based fintech company sought to develop a unified AI-powered intelligence platform that combines advanced search, generative AI, and knowledge graph technologies to transform financial research. The platform was designed to integrate its traditional search engine, APEX, with Contours, a conversational AI system, enabling financial professionals to access, analyze, and interpret complex information more efficiently through a seamless research experience.

SmartDev partnered with the client through a dedicated offshore development team under a flexible Time & Materials (T&M) model. The collaboration focused on accelerating feature development, enhancing AI capabilities, and strengthening platform scalability to support the launch of an AI-driven research marketplace. By providing dedicated engineering expertise and flexible development capacity, SmartDev helped the client advance its vision of delivering a more intelligent, integrated, and scalable financial research solution.

課題

  • Product Complexity: The client needed to combine traditional search, generative AI, and knowledge graph technologies into one platform, requiring a seamless experience across structured and conversational workflows.
  • Data & AI Challenges: The platform had to handle complex financial data such as documents, charts, and reports, while ensuring accurate citations and reliable AI outputs.
  • Legacy System Constraints: The client operated within an environment of fragmented data silos and long-established workflows. These legacy systems, often in place for decades, created challenges in integration and required careful transition without disrupting existing user habits.
  • Scalability & Monetization: The client needed to quickly launch a marketplace to validate product-market fit while ensuring the platform could scale for enterprise use.
  • Resource Gap: The client faced limitations in internal engineering capacity, particularly for advanced AI development. To meet ambitious timelines, they required a scalable development model that could quickly expand team size and accelerate delivery.

解決策

  • Dedicated ODC Model: SmartDev deployed a cross-functional offshore development team, enabling rapid project kickoff and flexible scaling through a Time & Materials engagement model.
  • Product Engineering Support:
    • We supported end-to-end product development across the backlog, delivering core features such as user management, authentication, and chat enhancements through RAG optimization.
    • The team implemented advanced AI capabilities including hybrid search, query rewriting, semantic reranking, and metadata filtering.
    • In parallel, UX/UI was improved through Blazor redesign, document viewer enhancements, and precise citation navigation.
    • Additionally, SmartDev contributed to advanced AI and knowledge graph features such as suggested queries, expert network detection, outlier insights, and trend analysis.

当社のテクノロジースタック

Blazor WebAssembly
HTML5
CSS
.NET
LLMs
RAG
Knowledge Graph/ Ontology
Azure
CI/CD Pipeline

Outcomes

Short-Term Outcomes

The project delivered a functional AI platform (Contours) with paying users and accelerated the development of the Contours Marketplace. It also improved search accuracy, AI response quality, and overall user experience.

Business Outcomes

The solution enabled monetization through an AI-driven marketplace and positioned the client for enterprise adoption. It also strengthened readiness for future venture funding.

Technical Outcomes

SmartDev helped build a scalable AI architecture by integrating knowledge graphs with LLMs. This created a solid foundation for advanced capabilities such as expert discovery and deeper analytical insights.

Strategic Impact

The platform evolved from a basic AI chatbot into a full enterprise knowledge platform. It achieved strong differentiation through the combination of graph-based intelligence and AI tailored for the financial domain.

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