Toptal helps investment research firm integrate real-time AI chat into its platform.
An investment research firm partnered with Toptal to develop a real-time, chat-based LLM experience for exploring research results directly within its existing platform.
Client
A US-based investment research firm providing analysis tools to professional investors.
Revenue
Industry
Marketing AgencyDelivered Services
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The firm needed to rapidly integrate modern LLM capabilities into a mature product while maintaining strict architecture, reliability, and code quality standards. Third-party AI services also introduced inconsistencies and edge cases that required deeper integration work.
Solution
Flexible LLM Architecture
Toptal developed a provider-agnostic abstraction layer that standardized interactions with multiple LLM providers, reducing vendor lock-in and allowing the underlying AI services to evolve without requiring major changes to application logic.
Reliable Real-time Experience
Toptal engineered a streaming architecture for smooth real-time responses and developed custom integrations to support file indexing, citations, authentication requirements, and reliable error handling within the existing product.
Outcome
AI Chat MVP Delivered
Toptal delivered a working MVP of the feature, integrating real-time AI chat directly into the existing product and giving users a natural-language interface for exploring and interpreting research results.
Foundation for Continued Development
The architecture gave the firm a production-oriented foundation for gathering feedback and iterating on the AI chat experience while maintaining its established engineering and quality standards.
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