Thailand’s digital wealth management platform Finnomena has deployed an AI solution to streamline how it processes and delivers critical financial market updates to investors.
It leverages an agentic AI workflow to analyse emails from partner firms in real time, identifying those containing crucial updates.
It then generates summarised insights and recommended actions, which are automatically sent to internal teams via Gmail and Google Chat.
After validating the AI-generated outputs, in-house financial experts ensure urgent updates, including changes to fee structures, fund classes, or fund prospectuses, are communicated to investors across channels.
This custom-built AI solution is made using Google Cloud’s Vertex AI, BigQuery, and Cloud Run platforms, and is integrated with Google Workspace.
Finnomena Funds’ chief operating officer, Supattra Siripongmongkol, said the staff had to manually sift through over 500 daily emails from 21 partners, with each member spending up to six hours extracting crucial details.
With the solution in place, the team has developed a semi-autonomous solution that’s multilingual, and reliable than what other cloud providers could deliver, said Siripongmongkol.
After implementing Google Cloud AI with human-in-the-loop, the team can deliver accurate financial market updates and insights 75 percent faster, he added.
Expand range of investment offerings
The AI-powered capital markets information management will enable Finnomena to expand range of investment offerings and serve its user base.
Kasin Suthammanas, Chief Strategy Officer and Co-Founder, Finnomena, said Google Cloud AI has enhanced the capacity to synthesise and communicate high volumes of time-sensitive information that will help expand beyond the 1,800 mutual funds it already offers.
This will help increase assets under management and serve at least double the existing investor base, said Suthammanas.
The AI solution runs on Google’s Gemini 2.0 Flash model.
Finnomena uses industry-specific internal knowledge base and third-party data from an American financial services firm Morningstar, to ensure the model's reliability and accuracy.
With this, the solution has correctly identified all emails sent by partners with crucial information since its implementation.
According to the company, it has demonstrated accuracy levels of 90 percent when extracting and summarising details from emails in Thai and English.
This is an improvement over fully manual processes, before final validation by human experts.
The AI solution automatically sorts updates from partners and saves outputs and final investor communications in BigQuery.
This helps Finnomena monitor compliance and check the AI’s accuracy over time.
The company also uses the archive to improve the AI’s performance and analyse data for insights into fund performance, market trends, and investment themes to guide product and content development.
