Revitalize
Your
Business
DeepMindCraft
A mid-sized financial services firm struggled with slow internal decision cycles. Analysts spent considerable time extracting insights from a sprawling PostgreSQL database and navigating hundreds of unstructured operational documents. We partnered with them to build a fully custom enterprise AI platform that transformed how they access and activate their data — enabling instant, conversational interactions with both structured and unstructured information across the organization.
"This platform fundamentally changed how we work. What used to take days now takes minutes, and every employee can access the insights they need instantly."
- Financial Services Executive
Client Background
A mid-sized financial services firm struggled with slow internal decision cycles. Analysts spent considerable time extracting insights from a sprawling PostgreSQL database and navigating hundreds of unstructured operational documents. The leadership team wanted a unified system that could activate this information instantly — without adding additional analyst headcount.
Business Challenge
The firm faced two major bottlenecks:
▸ Data locked inside complex SQL schemas
Business teams relied heavily on analysts to pull even simple metrics. This created long queues and delayed decisions.
▸ Unstructured documents scattered across departments
Policies, operating procedures, compliance notes, and research files existed in inconsistent formats, making retrieval slow and frustrating.
These delays contributed to higher operational costs and slower decision-making, impacting the company's competitiveness in the financial markets.
Our Approach
We stepped in to build a fully custom enterprise AI platform from the ground up. The objective was simple: turn all of the firm's structured and unstructured data into something employees could interact with conversationally.
Solution Architecture
The platform was built around two core components:
1. Text-to-SQL Intelligence
• Powered by Llama-based natural language models • Connected directly to the client's PostgreSQL warehouse • Enabled employees to ask natural language questions like "Show me total client inflows last quarter by region" and receive instant SQL-generated insights • Automatically validated queries for safety before execution
This reduced analyst reliance and gave non-technical teams direct access to real-time data.
2. RAG-based Knowledge System
• Used a Pinecone vector database to index policies, SOPs, compliance notes, and research • Delivered conversational document search even when files were deeply unstructured • Allowed employees to ask "What is the onboarding KYC procedure for corporate clients?" and receive precise, citation-linked answers
This transformed scattered content into an accessible institutional knowledge layer.
Platform Integration
Both components were unified into one clean enterprise interface, enabling teams to:
• Query databases intelligently • Explore documents contextually • Generate natural language explanations • Cross-reference structured and unstructured data
All through natural language.
Impact
Within weeks of adoption, the organization saw meaningful improvements:
⚡ Faster Decision Cycles
Teams no longer waited on data pull requests. Executives gained near-real-time access to business metrics and documentation.
💰 Reduced Operational Costs
Analysts were freed from repetitive reporting tasks, allowing redeployment toward higher-value strategic work.
🔐 Institutional Knowledge Unlocked
Historical and compliance-critical documents became accessible through a simple conversational interface.
✓ Higher Confidence in Reporting
Automated SQL generation and RAG-based referencing reduced manual errors significantly.
The platform effectively became the firm's internal AI "operating system," accelerating how information flowed across departments and transforming organizational agility.
Why It Worked
The success came from combining three critical elements:
A model capable of translating natural language into optimized SQL
Llama-based models that understand complex database schemas and generate safe, performant queries without analyst intervention.
A robust vector search layer for messy documents
Pinecone-powered semantic search that transforms unstructured compliance and operational documents into instantly retrievable knowledge.
A unified experience that employees adopted immediately
Intuitive interface requiring zero training, making adoption seamless across non-technical business teams.
By aligning technical choices with business outcomes, the solution helped the finance firm revitalize its internal operations — exactly in line with the mission:
Revitalize Your Business