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CASE 02 · Finance · Cards

From a daily flood of news to AI reports on the topics you follow

We built an internal portal where employees of a major card company receive generative-AI analysis reports on the news topics they care about — developed together with AI coding agents.

Client
Major card company
Work
Market and trend research · reporting
Type
AI service build
Status
Delivered

Problem

For AI reports to be used in real work

  • Finding, reading and summarising market and trend news happens every day. Employees needed a fast way to follow the topics that matter to them.
  • News analysis, topic reports and alerts had to come from one internal portal that employees already use.
  • Without the company's SSO, email and messenger, it would never become part of daily work.

Approach

AI reads and writes; people choose and decide

AI reads and analyses the news and writes the reports; people decide what to follow and how to use the results. The build itself was AX too — the web, API, core and batch modules were developed together with AI coding agents.

What AI did

  • Analysing news articles
  • Writing scheduled reports by topic
  • Writing on-demand reports

What people did

  • Choosing topics (keywords)
  • Reading and bookmarking reports
  • Judging and using the insights

Research flow

  1. Choose topics
  2. Collect and analyse news
  3. Scheduled and on-demand reports
  4. Bookmarks
  5. Alerts via company email and messenger

Result

Research flows through one portal

  • News analysis, reports and alerts now flow through a single internal portal.
  • Employees sign in with corporate SSO and get alerts by company email and messenger.
  • Admin statistics and generative-AI call logs show how the service is running.

Lessons

Lessons

01

AI reports get used when they live inside work tools

Connected to corporate sign-in, email and messenger rather than standing alone, they become part of everyday work.

02

AI reads; people judge

AI handles analysis and summaries; people decide what to watch and what to do with it.

03

Generative AI needs operating too

Logging every call is what lets you see how it's running and improve it.

What carries over to the next client

Reusable assets

  • Data model for topics, scheduled and on-demand reports, and bookmarks
  • Groupware (email and messenger) alert integration pattern
  • Approach to logging and managing generative-AI calls

Useful if you are

  • A planning, strategy or research team that tracks and reports on market and competitor news every day (finance, retail, manufacturing)
  • A financial-sector IT team adding generative AI to an internal information portal

Would this work for us? Find out with a free two-week assessment

Pick one workflow and we'll assess how it changes when AI does the work, then hand you a report and a pilot proposal. No obligation to go further.

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