Improving Investment Returns & Saving Costs for Stock Trading Firm with LLM

The client we worked with was a top New York-based stock trading firm. They were looking to increase their efficiency, increase the return they earned on equity and stock, and reduce their operational costs. Through A3Logics, an industry-leading AI solutions provider, they could utilize large language models (LLMs) to dramatically improve their performance.

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The Challenge

The client was confronted with serious problems with a poor return on investment that was not as high as competitors which was affecting their profits and their long-term growth potential. Despite their constant efforts to improve their investment strategies, they weren’t delivering the promised results, putting the company at a disadvantage in a highly competitive market for financial services. In addition the client’s expense structure was burdened by having to manage an enormous team of market analysts. The cost-intensive expenses of the massive workforce proved not sustainable, especially given the low ROI. 

The expense of putting together this kind of team, but not realizing the financial benefits was a sign of inefficiencies in their method of operation. The low return and high operating costs resulted in a demand for a new solution. The client needed a strategy which could not only increase their ROI, but also simplify their processes, cut costs and improve general financial efficiency, preparing the company for long-term performance in the marketplace.

The Solution

Paysafe & Tecnologia’s shared appreciation for the power of combining scale and global reach with flexibility and agility made our partnership an obvious choice. Tecnologia have been working with Paysafe since November 2020 in 2 key workstreams: Automation Delivery and Mobile Chatbot Migration, supporting the Paysafe Automation365 team specialising in Cognitive and Robotic Automation.

Automation Delivery – Tecnologia are working with the Paysafe Automation365 team to identify, design, build, test and deploy automated solutions using UiPath Automation Software. Thus far Tecnologia have delivered 28 Automations across 3 core business functions: Merchant Services, Consumer Services and Risk.

Mobile ChatBot Migration – Tecnologia led the migration of chatbots from a web browser platform to mobile platforms (Android and iOS). In addition to this, Tecnologia has implemented an intermediate communication layer to enable a seamless handoff between chatbot and live agent providers to win and support new deals.

Stock Trading LLM Solution - Challenge

The Results

The Technology Stack we Used to Reduce Operational Costs

Snowflake
Prep Builder
Node.JS
Python
NumPy
Pandas
Matplotlib
Seaborn
SciPy
Scikit Learn
Tableau

Ready to LLM Software Development Cost

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