Overview
A leading global investment management firm partnered with Bloom AI to enhance the productivity, consistency, and speed of its marketing content creation. With a growing demand for whitepapers, blogs, outlooks, and client-facing content, the firm’s marketing writers needed intelligent assistance—without compromising quality or brand alignment.
The objective: embed custom GenAI agents into the firm’s existing knowledge ecosystem, trained on internal brand guidelines, tone of voice, and investment-specific writing styles.
The result was Marco, a GenAI-powered content assistant built with 20+ specialized agents to streamline marketing workflows and support faster, smarter content generation across the firm.
Challenge
The client’s IT team had already deployed a firm-wide Generative AI search engine to mine internal knowledge. However, adding marketing-specific content capabilities required deeper customization and workflow integration. Key challenges included:
- Marketing writers needed purpose-built tools: General AI chat tools didn’t reflect the firm’s tone, compliance standards, or content hierarchy.
- Lack of integration with internal systems: Any new GenAI capabilities had to align with Microsoft-based workflows and enterprise security protocols.
- Absence of scalable automation for repetitive tasks: Writers were spending excessive time on formatting, summarization, SEO optimization, and repurposing content.
The IT and marketing teams needed a trusted partner to identify high-value use cases, build a modular AI agent framework, and deploy it securely within their infrastructure.
Solution: Marco – A GenAI Assistant Purpose-Built for Marketing Writers
Bloom AI delivered a multi-phase engagement that resulted in Marco, a modular GenAI assistant equipped with more than 20 custom agents tailored to the firm’s marketing operations.
📌 Phase 1: Discovery & Blueprinting
- Engaged directly with writing, editorial, and marketing teams to understand workflows
- Mapped manual tasks and inefficiencies across content production
- Identified high-impact use cases and created a blueprint for AI agent deployment
📌 Phase 2: Pilot & Validation
- Built and tested pilot agents for key use cases including:
- Content summarization of long-form reports
- Podcast-to-blog conversion
- Executive memo drafting from bullet-point notes
- Proposed an integration architecture leveraging the client’s Microsoft & Adobe stack (Teams, Workfront) and OpenAI API
📌 Phase 3: Full-Scale Implementation
- Developed 20+ GenAI agents using a mix of advanced prompt engineering and fine-tuning techniques.
- Agents were trained on internal documents, writing guidelines, tone models, and audience-specific preferences.
- All outputs were automatically formatted to align with the firm’s brand standards and compliance protocols.
Conclusion: Tangible Impact Across the Marketing Function
The rollout of Marco marked a significant transformation in the firm’s marketing operations, with clear business outcomes:
- ✅ 80% Time Savings
Previously manual tasks such as headline generation, summaries, or format conversions were completed in seconds—not hours. - ✅ 35% Increase in Content Output
The marketing team was able to increase content publication volume significantly—without increasing headcount. - ✅ Improved SEO and Consistency
Marco included built-in SEO optimization prompts and ensured adherence to firm-wide tone and messaging—elevating content quality and discoverability. - ✅ Process Standardization
AI agents helped standardize writing practices across teams, improving collaboration and reducing editorial rework. - ✅ Positive Adoption & Feedback
Early feedback during the pilot phase confirmed the platform’s value: “Thanks for sending this over, this is exactly what I had in mind.”
– Lead Writer, Institutional Marketing
About Marco by Bloom AI
Marco is a customizable GenAI assistant for enterprise content teams, developed by Bloom AI. Designed to fit seamlessly into enterprise environments, Marco delivers role-specific agents that support content generation, editing, optimization, and workflow integration—at scale.
About Bloom AI
Bloom AI builds AI-native intelligence platforms that embed actionable insights and content support into the workflows of investment, sales, and marketing teams. From research automation to GenAI-powered writing assistants, Bloom enables global firms to scale decision-making and content production with speed, precision, and control.
