Case Study
Stockbrokers and Investment Advisers Association
Helping ethical dilemmas using AI
Outcome 1:
New AI product launched
DART launched in August 2026
DART launched in August 2026
Outcome 2:
3 x AI tools
Text + Voice coaching by AI too
Text + Voice coaching by AI too
Outcome 3:
New market USP
Press release launch
Press release launch
Project
SIAA selected DATA3 to build an AI tool that employs AI to see how advisers respond to ethical dilemmas. We co-designed a tool to interact in a client interview simulation, providing immediate feedback as well as a transcript which can then be reviewed and used for evidence in completing PY training requirements and further learning through their supervisor.
Problems
SIAA operates in a world that includes increasingly complex regulatory, technical and professional requirements of the profession. The market needs practical resources, guidance and skills development for advisers undertaking their professional year (PY). SIAA identified an opportunity to leverage AI to create a unique educational tool for their members.
From the client
“We found DATA3 to be responsive and professional throughout the development of our Developing Adviser Resource Toolkit. They listened to our feedback and delivered the project on time.
We are very happy with the final product and believe it will make a valuable contribution to the development of the next generation of advisers by providing practical, engaging tools to help build their skills and confidence.”
Maria Lykouras, CEO, Stockbrokers and Investment Advisers Association
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