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LGT Launches Their Own Unique FinanceGPT Platform

LGT, in collaboration with Unique, has officially launched Lumen, an innovative chat platfrom designed to transform the way LGT employees access and utilize information. This global rollout marks a significant milestone for LGT, as the platform is now accessible to over 5,300 employees worldwide. Lumen, an internal name for the chat, promises to enhance internal knowledge sharing, streamline research processes, and provide seamless access to both internal and external resources.

 

Internal Knowledge Hub

 

One of the core functionalities of Lumen is its ability to serve as a comprehensive internal knowledge hub. By leveraging advanced AI capabilities, Lumen enables employees to easily search through vast repositories of internal data. Whether it's finding specific policy details, guidelines, or company procedures, Lumen ensures that the right information is just a chat away. This capability not only improves efficiency but also fosters a culture of informed decision-making across the organization.


Upload and Ask: Simplifying Information Retrieval


Lumen also introduces an "Upload and Ask" feature, allowing users to upload documents and directly inquire about their content. This functionality is particularly beneficial for employees who deal with complex documents and need to extract specific information quickly. Whether it's a detailed report or a lengthy contract, Lumen can analyze the uploaded content and provide concise, relevant answers, saving valuable time and effort.


Investment Research Assistant


The goal of the Investment Research Assistant, developed by Unique, is to streamline the process of querying a stock universe and preparing detailed investment recommendations. By integrating GenAI capabilities, it enables RMs to efficiently generate queries, extract pertinent stock data, and produce comprehensive rationales from fact sheets. This reduces the time and effort required to provide high-quality investment advice, enhancing the overall efficiency and effectiveness of RMs.

 

External Knowledge Access


In addition to its robust internal capabilities, Lumen also offers access to external knowledge sources. This feature allows employees to tap into a wider range of information, including market reports, industry news, and external databases. By integrating these external resources with LGT’s internal data, Lumen provides a holistic view of the information landscape, ensuring that employees have access to the most relevant and up-to-date knowledge available.


A Strong Start with Promising Adoption


This milestone represents a significant leap forward in how LGT manages and utilizes information. By combining AI-driven insights with seamless access to both internal and external resources, Lumen empowers employees to work smarter and more efficiently. As the platform continues to grow and evolve, it is set to become an indispensable asset for LGT, helping the company maintain its competitive edge in the global financial market.

This launch is just the beginning. As Lumen continues to be adopted across LGT, the possibilities for innovation and efficiency are endless.

Written by

Hanna Karbowski