AI Transformation Use Case: Scaling Thought Leadership Content for a Global Asset Management Group
AI-powered publishing for 70 senior partners and $25B AUM
Short Description:
A 100+ year-old global asset management and investment firm with $25B AUM needed to modernize its client acquisition strategy and connect with younger generations of high earners. By building an AI-first content engine, the firm enabled 70 senior partners to publish consistent, authoritative, social-first thought leadership at scale — without requiring them to become content creators themselves.
Budget
- Build: $18,000–$20,000 (enterprise-grade implementation across 70 partners and global offices)
- Maintain: $4,500/month (oversight, compliance checks, localization updates)
- Token Costs: ~$0.50–$1 per article/asset (depending on format, length, and localization volume)
Problem
Despite 100+ years of credibility and $25B under management, the firm faced major challenges:
- Senior partners lacked time, skills, or desire to build personal brands on LinkedIn.
- Younger generations of high earners were not engaging with the firm’s traditional marketing.
- Content creation was ad hoc, inconsistent, and not adapted for social-first platforms.
- Strict compliance and branding rules made scaling content even harder.
- Business development efforts were missing the organic digital engagement younger clients expect.
Solution
We designed the AI Thought Leadership Publishing Engine, a semi-automated workflow to scale high-value partner-led content across digital channels:
- Topic Ideation & Research: OpenAI platform generates high-impact ideas; Perplexity AI integrates real-time data, news, and trends.
- Content Structuring: NotebookLM synthesizes raw inputs into multiple formats (articles, carousels, polls, short-form posts).
- Compliance & Governance: Custom APIs ensure all content adheres to global messaging and compliance rules.
- Human Oversight: Editors refine drafts into polished, high-quality, authoritative articles.
- Design & Engagement: Adobe tools convert content into LinkedIn-friendly visuals, videos, and infographics.
- User-Friendly Workflow: Microsoft OneDrive enables partners to select topics, review drafts, and approve with one click.
- Scalability & Localization: AI workflows support multilingual content creation across global markets.
- Semi-Automated Publishing: Automated scheduling/publishing with human oversight for final approval.
Results
- Content Volume: 120+ long-form expert articles per quarter (1–2 per senior partner). Thousands of repurposed posts across LinkedIn, X, Facebook, and Instagram.
- Engagement Growth: Digital engagement increased 650%, driving more followers, comments, and client interactions.
- Time Savings: Content production time reduced by 80%+.
- Partner Adoption: Nearly all 70 senior partners now publish regularly, compared to almost none before.
- Brand Impact: Firm positioned as a global thought leader for the next generation of wealth creators and inheritors.
Technologies and Tools Used
- Generative AI & Research: OpenAI GPT-4.1, Perplexity AI (real-time data and alerts)
- Knowledge Structuring: NotebookLM for synthesis and repurposing
- Compliance & Governance: Custom APIs for Group-wide messaging and brand rules
- Creative & Branding: Adobe Suite (videos, carousels, visual assets)
- Collaboration & Workflow: Microsoft OneDrive for partner review and publishing authorization
- Automation Layer: Semi-automated scheduling and publishing with multilingual support
