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
Where AI pays off for Voya
We mapped Voya's priorities to Accion's production AI capabilities. These 6 scenarios are where the fit is strongest — each backed by a proven framework and real client outcomes.
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 IP
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
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 IP
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 IP
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 IP
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 IP
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.
