We enhanced Altria Corpo’s strategic reporting capabilities by integrating Generative AI
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COMPANY

Altria Corpo

Altria Corpo Logo

COMPANY

Altria Corpo

“Thanks to the integration of Generative AI agents into our internal processes, we have reduced the time spent preparing reports, enabling our consultants to focus on higher-value tasks for clients. In this regard, our collaboration with Holistic has been key to advancing our digital transformation and improving operational efficiency, positioning us as a leading company in the use of technology.”

Eloi Noya

Managing Director of Altria Corpo

Altria Corpo Logo

Altria Corpo

Altria Corpo is a company founded over 25 years ago with expertise in areas such as Corporate Banking, Investment Banking, and Financial Consulting. Headquartered in Barcelona and with a presence in Madrid, its team is made up of more than 18 highly qualified professionals, specialized in business financing and financial consulting.

The company offers personalized services tailored to the specific needs of each client, covering areas such as financing solutions, financial consulting services, and mergers and acquisitions, among others.

Altria Corpo stands out for its independence, as it is not part of any national or foreign financial group. This allows the company to provide management that is fully aligned with the needs of its clients. Its work methodology is based on direct access to clients and suppliers, which facilitates a proper understanding of their needs and the design of customized services adapted to the diverse situations of each business.

Project Scope

The project arose from Altria’s need to implement AI and Analytics tools within the company. After attending several of Holistic’s AI Workshops, Altria identified the opportunity to use AI in some business tasks that, until then, had been carried out by specialized consultants—tasks where their time could instead be better spent on activities that truly leveraged their expertise.

Holistic and Altria conducted a detailed analysis of the consultants’ daily tasks and concluded that AI could be integrated to significantly automate the drafting of financing proposal reports for Altria’s clients.

Project Description

One of the main services Altria offers its clients is debt financing. To describe the client’s situation, a detailed report is prepared that outlines both the company’s general standing and the strategic nature of its financing needs.

To create this report, Altria’s specialized consultants must analyze large amounts of client information and extract the most relevant parts—from audits, news, company presentations, etc. The use of AI is highly valuable in this process, as it can analyze and identify relevant information much more effectively and efficiently.

Additionally, the drafting of some chapters within the reports does not require the specialization of Altria’s consultants. Generative AI’s writing capabilities, using reliable information sources provided by the clients, significantly reduce the time needed to produce these sections.

Thus, the project developed by Altria focused on creating proprietary Generative AI agents, specialized in information retrieval and in generating specific sections of the client financing reports. Each AI agent is dedicated to a specific section and, using various sources, generates content tailored to the report’s structure.

Results

The implementation of Generative AI agents enabled the automation of specific parts of the financing proposal reports, freeing up time for specialized consultants to focus on higher-value strategic tasks.

Although Altria’s business involves activities that require a high level of specialization, AI has proven to be a very versatile and effective tool, helping reduce the time spent on several of the company’s day-to-day operations.


NEXT STEPS

Until now, Altria has focused its activity on clients with high financing needs, as the commission generated had to be sufficient to cover the analysis costs of each operation. This structure limited the potential market to companies of a certain size and financial complexity.

The implementation of Generative AI agents significantly reduces the cost of operation analysis, allowing the company to consider clients with smaller debt volumes. This opens the door to accessing a much broader market segment, made up of smaller but far more numerous companies. This evolution could redefine how Altria operates and transform its business model.

This case demonstrates the potential of AI not only to improve existing processes but also to open new markets and redefine business strategies, unlocking opportunities that were previously unfeasible.

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