Rakuten advisory platform

Case Study

Rakuten Transforms Fund Advisory with Neuranet AI

Rakuten modernized fund advisory operations by deploying Neuranet to structure unstructured fund content, analyze real-time market data, and deliver secure AI-guided recommendations at scale.

Challenge

Thousands of fund brochures arriving in unstructured formats.
Constantly shifting market conditions requiring real-time analysis.
Advisors and clients demanding faster, smarter fund recommendations.
Compliance and data residency requirements unique to Japan.

Solution

Structuring fund brochures into searchable knowledge blocks using GARAGe templates.
Integrating real-time market data for dynamic fund performance analysis.
Enforcing secure, role-based access for brokers, advisors, and retail clients.
Embedding Neuranet into Rakuten's SuperSearch platform for seamless user experience.
Creating a continuous learning loop from user interactions and new fund data.

Results

Delivered 60% faster fund recommendations, reducing research time from hours to minutes.
Ensured full compliance with encrypted access and data residency in Japan.
Provided private, policy-aligned AI responses sourced from Rakuten's own data.
Scaled effortlessly with Rakuten's expanding product offerings and user base.
Earned advisor trust by enhancing, not replacing, human expertise.