Wilshire – AI-Powered Analytics Platform
Industry
Social media
Project type
Case study
Date
March 7th, 2024
Project details
Modernizing data infrastructure and enabling intelligent decision-making for one of the world’s leading investment firms.
Wilshire is a global investment firm managing over $100B in assets across institutional and retail clients. We partnered with their data and product teams to modernize their analytics stack, develop AI-powered features, and improve operational efficiency across investment workflows.
Services
- Matching Algorithm
- Recommendation Engine
- Data Strategy
- Financial Modeling
Challenge
Wilshire needed to revamp its legacy data systems to meet growing client demands for faster insights, deeper transparency, and more personalized reporting. Analysts and investment teams were spending a significant amount of time on manual data wrangling and ad hoc analysis due to disconnected tools and outdated architecture.
There was also a growing need to surface insights more proactively and explore the integration of machine learning and intelligent automation into their internal platforms.
Approach
We conducted a full discovery of Wilshire’s existing data architecture and collaborated with internal teams to identify high-friction points in the analytics and reporting pipeline. From there, we designed and implemented a modernized data infrastructure, built scalable APIs, and layered in AI-powered insights—including a recommendation engine for portfolio analysis and anomaly detection for risk monitoring.
Outcome
Implemented an AI-assisted analytics dashboard in just 9 weeks, enabling analysts to process 50% more datasets per week. Decision cycles shortened from 2 weeks to 3 days, supporting multi-billion-dollar investment strategy decisions.
What We Did
01/Data Architecture Redesign
Audited and restructured data pipelines for improved reliability, scalability, and real-time accessibility.
02/AI Model Integration
Implemented machine learning models for portfolio recommendation, risk flagging, and trend analysis across client portfolios.
03/API Development & Dashboard Enablement
Built secure, flexible APIs to serve internal and external dashboards, enabling faster insights and customizable views.
04/Automation of Reporting & Alerts
Automated routine reporting processes and added intelligent alerts for anomalies, thresholds, and market movements.