AION

AI Systems & Operational Intelligence

Case Studies

Real problems.
Engineered solutions.

We measure our work by operational outcomes, not technical complexity. Here is what that looks like in practice.

Financial Services
01

Review preparation and fact find automation for an IFA practice

The Challenge

A mid-sized IFA practice was spending over 12 hours per week on manual review preparation — pulling client data from multiple systems, populating fact find templates by hand, and formatting compliance-ready output documents.

Our Intervention

We built a backend automation system that ingests client data from their CRM and document store, processes fact find PDFs using OCR extraction, populates review templates automatically, and generates formatted output ready for adviser sign-off.

The Outcome

Review preparation time was substantially reduced per client. Advisers recovered meaningful capacity for client-facing work previously lost to manual admin.

Trading Systems
02

Quantitative analysis infrastructure for a systematic trading operation

The Challenge

A quantitative trading operation was running fragmented analytical workflows across spreadsheets, Python scripts, and disconnected data sources — with no unified visibility into signal performance or portfolio exposure.

Our Intervention

We engineered a consolidated data pipeline that ingests market data, macroeconomic indicators, and volatility metrics into a unified analysis environment. Built quantitative models for signal generation, pricing inefficiency detection, and a live operational dashboard for trading decisions.

The Outcome

Fragmented analytical workflows consolidated into a single operational system. Signal review time reduced substantially, freeing time for higher-order trading decisions.

Logistics
03

Route optimisation and fuel efficiency system for an HGV fleet operator

The Challenge

A regional HGV fleet operator was planning routes manually using a combination of driver experience and basic mapping tools. No systematic approach to fuel efficiency, no scheduling optimisation, and no visibility into operational performance across the fleet.

Our Intervention

We built a route optimisation system that accounts for vehicle weight, road classification, fuel consumption profiles, and time windows. Integrated scheduling automation that assigns loads based on availability, capacity, and geographic efficiency. Connected to an operational dashboard giving dispatch real-time fleet visibility.

The Outcome

Fuel efficiency improved meaningfully across the fleet. Daily dispatch scheduling time reduced significantly, with real-time visibility replacing manual tracking.

All case studies are presented with client confidentiality in mind. Identifying details have been changed or omitted to protect client confidentiality. Additional references are available upon request during the engagement process.

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