Overview
In late 2023, a London-based investment firm managing multiple funds across the UK and EU was facing a growing operational burden. Compliance updates, investor reporting, and internal audits consumed dozens of analyst hours each week.
They turned to Hyper for a lean AI training programme focused on finance ops.
Challenge
The team faced mounting pressure to:
- Keep up with evolving regulatory requirements
- Manually prepare investor decks, risk summaries, and internal reports
- Review datasets across multiple platforms with high accuracy
- Reduce human error in compliance documentation
Despite a high-performing team, workloads were unsustainable—and costly.
The Solution
Hyper delivered an immersive 3-day workshop tailored for operational analysts, compliance leads, and CFOs. It focused on:
- Mapping recurring workflows across reporting and documentation
- Designing AI-powered assistants for data summarisation and draft generation
- Integrating GPT into Excel and internal dashboards
- Creating prompt frameworks for financial memos, summaries, and regulatory updates
- Automating risk flagging with natural language queries
The session used real in-progress reports as source material.
Implementation
Within days, the firm:
- Deployed AI macros inside Excel for automated summary generation
- Created a secure prompt system for compliance draft reviews
- Set up a Microsoft Teams channel with embedded AI review bots
- Automated monthly investor memos using their internal data pipeline
- Trained a compliance analyst to act as AI operations lead
Outcomes
After 90 days, the impact was clear:
- £2M projected annual savings from reduced workload and improved reporting efficiency
- 20 hours/week freed per analyst—now redirected to higher-value strategy work
- Compliance errors dropped by 65% thanks to automated QA checks
- Executive team buy-in enabled rapid rollout to other departments
"This wasn’t about replacing people. It was about upgrading the way we work—faster, cleaner, and more audit-ready than ever."
– Head of Compliance
Results by the Numbers
Key Learnings
- Start with one report—AI confidence grows with repetition
- Structure matters more than complexity: simple templates scale
- AI ROI is highest when paired with analyst oversight
This wasn’t a multi-year digital transformation. It was a practical reset—with immediate returns.
Hyper gave the team tools they could trust, workflows that scaled, and proof that AI can deliver real results in highly regulated spaces.