Case Study - AI discovery session for stockbroking and investment firm

Ord Minnett, a leading stockbroking and investment firm, was looking to better understand how AI could support its operations and long-term growth. We partnered with their team to run a tailored AI discovery session, focusing on the firm’s unique structure, governance needs, and client service model. Through this collaborative process, we helped them identify practical opportunities where AI could reduce manual tasks, improve internal workflows, and strengthen compliance. With these insights, we mapped out a phased AI roadmap aligned with their business goals. This work laid the foundation for building secure AI agents that support functions such as policy management, internal knowledge access, and company-wide AI readiness.

What We Delivered

• A tailored AI discovery session focused on stockbroking, investment operations, and governance

• A clear AI roadmap aligned with business priorities and regulatory needs

• Identification of AI use cases across operations, compliance, and client services

• The foundation for building trusted AI agents to support internal teams and future growth

Seen how it worked for them, want the same for you?

At CopilotHQ, we’re more than just an AI consulting firm. We specialise in practical AI, machine learning, and data solutions that work for real businesses. You don’t need to be a tech expert, we make AI easy to understand and apply. Our goal is to help businesses of all sizes use AI with confidence and clarity.

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