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The client is a leading ratings analysts institution.


Balancing the responsibilities of a Ratings Analyst while complying with ever-changing compliance rules, company policies, procedures, best practices, and other unwritten protocols, can be a daunting and time-consuming process.

The client’s analysts struggled with a complex compliance process that included thousands of protocols across multiple systems. ​An analyst’s day-to-day job required the recall of too much information that was possible to retain.​ Analysts needed to rely on recall of earlier training, and find updates on that information, documentation for applications was very unstructured with heavy images embedded and did not have a direct Q&A format.

Complex Compliance Process with Multiple Systems to Access

This resulted in 20-30% of unproductive time for the analysts in the firm, who represented the majority of revenue-generating employees.


Orion helped the client develop a business case to demonstrate the capability of intelligent automation (AI/ML) platform to address this challenge.

“The Orion chatbot Proof of Concept was the most seamless and rapid experience of any software that I’ve [worked with]. No technology resources were required, and we gained a transparent view of all functions, along with demos, trainings, and detailed answers to our questions. I feel confident that I have all the information required for the business to make decisions.” – SVP, Research Operations, Top Ratings Analysts Firm

On completion of the successful pilot of this business case and after achieving the desired ROI, Orion partnered with to build a next-generation conversational AI chatbot using AI/ML technology. The objective was to assist analyst users to access relevant information of applications quickly and accurately​ and streamline the process throughout their workflow. The solution included an FAQ Chatbot for several of the client’s applications to assist their analysts in their day-to-day work.

See the video below on how the solution was implemented.


It is estimated that our client saved 30% of their analysts’ work day with the reduction in the need for searching content across various applications. It also resulted in better compliance with policies and procedures. ​

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