Client Background
Our client, a rapidly expanding brokerage firm with decades of industry expertise, oversees billions of dollars in assets under administration. With thousands of new accounts opened each year, the firm is a competitive player in the financial services sector. By offering low-cost trading options, the company has positioned itself as a strong alternative to traditional brokerages affiliated with major banks.
Business Challenge
The client aimed to boost employee productivity by minimizing the time and effort spent on routine operational tasks. Their vision was to implement an AI-powered internal web portal that could assist with drafting emails, generating detailed JIRA tickets, describing application functionalities, and retrieving information related to internal operations, security, and company policies.
Given the strict compliance requirements of the finance sector, the client needed a custom-built generative AI solution, rather than relying on general-purpose or open-source AI tools.
Enjara’s AI-Driven Solution
Enjara Business Solutions architected and developed a secure internal portal powered by custom generative AI, specifically tailored for enterprise productivity.
The platform allows employees to quickly complete tasks such as:
- Drafting clear and structured JIRA tickets
- Describing internal features or processes
- Writing professional emails
- Instantly retrieving relevant company documentation
We integrated Single Sign-On (SSO) using Microsoft Azure Active Directory, ensuring secure authentication. A .NET-based API Gateway orchestrates backend operations by aggregating user requests and handling workflow logic.
Knowledge Integration & Chatbot Functionality
To provide employees with fast and accurate information, we implemented a multi-tenant internal data storage system that consolidates:
- Content from the corporate website
- Internal documentation (security manuals, policies, Confluence pages, etc.)
- Knowledge base materials
When users submit a query in the chatbot, the system pulls contextual data from indexed documents, ensuring only the most relevant content is passed to the generative AI engine. A custom LLM-based API, developed by Enjara, processes this context and returns clear, concise answers via chat.
Advanced Infrastructure & Security
To support the generative AI solution, Enjara incorporated MLOps practices for effective ML lifecycle management and integrated Large Language Model (LLM) support for internal use cases.
We ensured enterprise-grade data security through:
- Role-based identity and access management (IAM)
- Encrypted API requests for user authorization
- VPN and firewall configuration
- Secure data transmission and storage protocols
To minimize infrastructure costs, our team optimized GPU utilization and evaluated multiple LLMs to find the best-performing, cost-efficient option for the client’s needs.
Value Delivered by Enjara Business Solutions
With the implementation of a generative AI internal web portal, Enjara enabled the client to:
- Enhance employee productivity by automating repetitive tasks like email writing and ticket creation
- Streamline access to internal knowledge, helping staff quickly find accurate information
- Maintain high security and compliance standards, essential for a financial organization
- Reduce operational overhead through cost-efficient infrastructure and AI model optimization
This tailored AI solution has empowered the client to modernize internal operations while remaining compliant, secure, and scalable for future needs.
