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INVESTMENT MANAGEMENT

Voya Financial × Accion Labs

A personalized AI scenario portfolio — built specifically for Voya.
Voya Investment Management manages $353B in assets, ranked top-50 globally, and already deploys proprietary Machine Intelligence equity strategies on Azure Databricks with a dedicated Enterprise Data Science team. Justin Kass leads the Income and Growth Strategies team — convertibles, dividend equity, and balanced multi-asset — a research-intensive process synthesizing credit, equity, and macro signals across a vast income universe. This portfolio targets an investment CIO's agenda: compress research cycle time for 300+ investment professionals, surface portfolio risk earlier, govern Voya's expanding AI program, and automate the reporting burden on a large mutual fund complex.
Prepared for Justin Kass
7Years AI in Production
200+Enterprise Clients
50%Faster Research Analysis
92%Search Accuracy
12 wkTo Production
WHY THESE SCENARIOS

What we found — and where AI pays off for Voya

Voya Investment Management manages $353B in assets, ranked top-50 globally, and already deploys proprietary Machine Intelligence equity strategies on Azure Databricks with a dedicated Enterprise Data Science team. Justin Kass leads the Income and Growth Strategies team — convertibles, dividend equity, and balanced multi-asset — a research-intensive process synthesizing credit, equity, and macro signals across a vast income universe. This portfolio targets an investment CIO's agenda: compress research cycle time for 300+ investment professionals, surface portfolio risk earlier, govern Voya's expanding AI program, and automate the reporting burden on a large mutual fund complex.

THE PORTFOLIO

6 AI scenarios, matched to your priorities

Each is grounded in production Accion IP and real client outcomes — not slideware.

SMARTER PEOPLE
REPEATABLE

Enterprise Knowledge Management Platform

Cross-Industry  ·  Knowledge-to-Action

Accion's KnowledgeMesh unifies knowledge across every enterprise system into a single intelligent platform—delivering authoritative, citation-backed answers from across the organization and turning scattered information into a durable, searchable asset.

THE CHALLENGE

  • Enterprise knowledge is fragmented across dozens of systems, teams, and formats
  • Employees waste a third of their time just searching for information
  • Critical knowledge is lost as employees change roles or leave
  • Generic search tools return noise, not authoritative answers

KEY OUTCOMES

  • 70% reduction in information discovery time
  • 1M+ articles indexed with 92% search accuracy
  • Institutional knowledge preserved and reusable
ACCION IPKAPS FrameworkKnowledgeMeshSemantic.AI
SMARTER PROCESSES
VALIDATED

Enterprise Risk Analytics & Loss Prevention

BFSI (Banking & Finance)  ·  Data-to-Insight

Accion's BizBrain AI and Data & Analytics CoE unify risk signals across the enterprise and apply AI-driven prediction—improving risk-model accuracy and catching losses before they occur.

THE CHALLENGE

  • Risk signals are scattered across transaction, customer, and external data
  • Legacy rules-based models miss emerging risk and fraud patterns
  • Slow risk detection translates directly into financial losses
  • Regulators demand accurate, timely, explainable risk reporting

KEY OUTCOMES

  • 40% improvement in risk-prediction accuracy
  • $10M+ in prevented losses
  • Real-time, explainable enterprise risk view
ACCION IPBizBrain AIECL (Entity-Context-Linking)UnifiedAI
SMARTER PEOPLE
REPEATABLE

Regulatory Compliance Knowledge Assistant

BFSI (Banking & Finance)  ·  Knowledge-to-Action

Accion's KnowledgeMesh ingests regulatory frameworks, internal policies, and circulars into a compliance assistant that answers complex regulatory questions with precise citations—keeping banking teams aligned to current rules and flagging where internal policy diverges from regulation.

THE CHALLENGE

  • Banking regulations (Basel III, AML, SOX, KYC) change constantly and span thousands of pages
  • Compliance officers manually cross-reference policies against ever-shifting regulatory text
  • A single missed regulatory update can mean multi-million-dollar fines
  • Frontline staff need instant, accurate compliance guidance to avoid violations

KEY OUTCOMES

  • Instant, citation-backed regulatory answers
  • 92% search accuracy across compliance content
  • Reduced exposure to fines from missed regulatory updates
ACCION IPKAPS FrameworkKnowledgeMeshSemantic.AI
SMARTER PROCESSES
REPEATABLE

Regulatory Contract Compliance Assistant

BFSI (Banking & Finance)  ·  Contract-to-Decision

Accion's Semantic.AI and ECL analyze vendor contracts against regulatory requirements—flagging non-compliant clauses, tracking obligations, and giving compliance teams a real-time view across the contract portfolio.

THE CHALLENGE

  • Banking vendor contracts must comply with strict regulatory requirements
  • Manual review can't keep pace with contract volume and rule changes
  • Non-compliant clauses create regulatory exposure
  • Obligation tracking across thousands of contracts is unmanageable manually

KEY OUTCOMES

  • Automated regulatory clause checking
  • Portfolio-wide obligation tracking
  • Reduced regulatory exposure from contracts
ACCION IPSemantic.AIECLKAPS Framework
SMARTER PROCESSES
VALIDATED

Enterprise AI Governance & Discovery Portal

Investment Management  ·  Knowledge-to-Action

This validated portal gives organizations a single pane for AI governance and discovery—cataloging AI assets, enforcing governance, and surfacing reusable solutions across business units.

THE CHALLENGE

  • AI initiatives proliferate across business units with no central governance
  • Duplicate and shadow AI efforts waste budget and create risk
  • Leaders lack visibility into the AI portfolio and its compliance
  • Discovering reusable AI assets across the org is impossible manually

KEY OUTCOMES

  • Single pane for enterprise AI governance
  • Reusable AI assets discoverable org-wide
  • Reduced shadow AI risk and duplication
ACCION IPKAPS FrameworkKnowledgeMeshSemantic.AI
SMARTER PROCESSES
EMERGING

Financial Insights & Reporting Automation

Investment Management  ·  Data-to-Insight

Accion's BizBrain AI and ECL automate the assembly, reconciliation, and narration of financial reports—delivering accurate, real-time insights and freeing finance teams from manual report-building.

THE CHALLENGE

  • Finance teams spend days manually assembling recurring reports from many sources
  • Manual reporting introduces errors and delays month-end close
  • Insights arrive too late to influence decisions
  • Analysts spend time on data wrangling instead of analysis

KEY OUTCOMES

  • Days of manual reporting reduced to minutes
  • Real-time financial insights
  • Analysts redeployed from wrangling to analysis
ACCION IPBizBrain AIECL (Entity-Context-Linking)UnifiedAI
HOW WE ENGAGE

From workshop to production in 12 weeks

Low-risk, fast-to-value, and yours to keep — full technology transfer at the end.

STEP 1 · WEEKS 1–2

Discovery Workshop

STEP 2 · WEEK 4

Working MVP

STEP 3 · WEEK 12

Production

ONGOING

Operate & Scale

Our commitment: a working agent loop live in your environment by week 4, written into the SoW — plus full tech transfer so you own the knowledge graph, agent specs, and orchestration code.

Let's build Voya's AI roadmap.

Start with a 2-week Discovery Workshop — we'll pinpoint your highest-ROI scenarios and stand up a working MVP in your environment by week 4.

Book a Discovery Call →
Patrick Follett  ·  patrick.follett@accionlabs.com