The challenge
Portfolio managers at a boutique wealth management firm needed to pull client data for meetings, reports, and compliance checks. Every request went through the data team, creating a 24-48 hour turnaround bottleneck.
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Finance
2026-02-20 · 2 min read
Auric Finance: Natural Language Data Queries for Portfolio Managers
How a wealth management firm gave their portfolio managers instant access to client data through plain English queries.
What we built
We deployed our natural language data interface — connecting directly to their existing data warehouse and allowing portfolio managers to ask questions in plain English:
- "Show me all clients with portfolios over £1M who haven't been reviewed this quarter"
- "What's the YTD performance breakdown for the growth fund?"
- "Which clients have upcoming ISA deadlines?"
The results
90% of data requests
now handled directly by portfolio managers
Data team freed up
from 15+ hours per week of ad-hoc queries
Meeting prep time
reduced from 45 minutes to 5 minutes
Compliance reporting
shifted from quarterly manual pulls to real-time queries
What the client said
Our portfolio managers were spending more time hunting for data than analysing it. Now they ask a question and get an answer in seconds. The prototype alone was worth more than most consulting engagements we've paid for.
Technology
Our proprietary natural language data interface, connected via secure API to the firm's SQL data warehouse. Role-based access controls ensure each manager only sees their own client data. The firm owns the deployment entirely.
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