Case Study

AI-Powered Compliance Assistant for a Global Fund Manager

January 2026

A Global Fund Manager and Corporate Finance Adviser

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Own.Solutions developed a custom AI assistant for ICM, a global multi-billion-dollar fund manager, tailored to the needs of a compliance-driven environment and deployed within Microsoft Teams through a conversational chatbot interface to support seamless adoption in daily work.

Integrated into ICM’s existing workflows, the assistant transformed internal compliance workflows, reduced repetitive inquiries, and provided secure, self-service access to critical compliance knowledge.

The result: 80%+ fewer compliance inquiries, €100K+ in annual savings, and more than 100 hours of manual work saved each month, while remaining fully privacy-compliant and secure by design.

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