Deploying AI at Scale in Investment Banking: Baird & Rogo

Why Baird Chose Rogo

Baird needed a strategic AI partner that understood both the work and the technology. Rogo delivered on three fronts: intelligence infrastructure connected to the right knowledge, an ex-finance team that bridged product to audience, and a shared vision for how AI reshapes banking workflows. 

The Product: Intelligence Infrastructure

"Previous internal GenAI initiatives experienced limited uptake, attributed to fragmented or inaccessible data sources, insufficient workflow integration, and challenging change management," said COO Ross Williams. "This highlighted a distinct requirement for a solution capable of securely utilizing both external third-party and proprietary firm data, while delivering deep partnership around workflow transformation."

Rogo orchestrates AI models underneath investment banking workflows, connecting to the data sources bankers actually use. Within a few months, the platform reached 95% engagement across Global Investment Banking, supporting ~10K workflows per week and 200K+ workflows to date.

The platform institutionalizes workflows through prompt libraries, deploys agentic frameworks that integrate directly with Excel and PowerPoint, and handles document ingestion and dissemination while translating analytic workflows in seconds. One banker described the impact: "Rogo greatly streamlines the rote daily tasks that suck up my time, allowing for more critical thought and quicker turns on my work." Another noted simply: "I am a better analyst with it." Users reported Rogo gets them "85% of the way there" in seconds on tasks that previously required hours. This is why the top 10 power users of Rogo at Baird saw, on average, 5+ hours of time saved, daily.

The Team: Ex-Finance, Forward-Deployed

Rogo’s team led on-site, white-glove change management through office visits, dedicated offsites, and a round-the-clock training curriculum designed specifically for bankers. Adoption exceeded expectations, with even the most tenured Baird professionals proactively reaching out to leverage Rogo to accelerate financial research, modeling, deck creation, transaction velocity, and client intelligence.

As one senior leader noted, uptake and usage of Rogo across GIB was a testament to both the strength of the partnership and the hands-on support and rigorous enablement playbooks provided by the forward-deployed banker team. This deep engagement drove senior-level adoption, with one business development leader calling Rogo “the best tool I have used since joining Baird.”

The Vision: Strategic Partners, Not Vendors

Rogo has been a trusted partner from the start. End-to-end encryption and SOC 2 certification established the security foundation, and that trust has since expanded beyond compliance as Baird builds a direct CRM and SharePoint integration with Rogo. As the AI landscape continues to evolve, this partnership supports deeper integrations, continuous model optimization, and upskilling Baird's organization as finance redefines productivity beyond hours worked.