Finance · A leading financial-services firm
Finance: an analyst copilot the whole firm can afford
The situation
The firm runs AI on the work analysts do all day: summarizing filings and research, drafting client-ready notes, and answering questions across long internal documents. The value was obvious from the first pilot — and so was the problem. Every seat wanted the copilot, and every additional seat multiplied a premium-model bill.
Cost had quietly become the rollout gate: usage was rationed to a fraction of the analysts who wanted it, which meant most of the firm got none of the benefit.
What moved to Vidman AI
On Vidman AI, the workload split two ways. Bulk summarization and question-answering go through Vidman AI Adaptive, which routes each request to the lowest-cost model that handles it well — the long-tail of everyday analyst work moved off the premium model entirely.
For drafting, the firm fine-tuned a model on its own research style and terminology, on dedicated GPUs billed by the secd per second. The resulting weights belong to the firm — a detail its compliance team cared about as much as its engineers did.
The outcome
- AI spend came down enough to turn the copilot from a rationed pilot into a firm-wide tool
- Drafting quality improved noticeably — the fine-tuned model writes in the firm’s own voice
- Weights are owned outright, so the model investment compounds instead of renting it
Before
Copilot rationed to a pilot group on a premium model
With Vidman AI
Firm-wide rollout, routed and fine-tuned
Illustrative, not measured.
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