Building Production-Grade Retrieval Augmented Generation (RAG) Systems
We developed an interactive learning environment to train engineering teams at a global organisation in RAG systems, ensuring comprehensive technical understanding.
Success Stories
Applied Python training to accelerate the adoption of investment research data
We worked with the world’s leading market data provider to bring its Investment Research Data product to life—turning complex datasets into actionable insight through immersive, code-first training for quant researchers.
Client
Global leader in business and financial information
Industry
Other
Specialism
Data & Analytics
The challenge
To support the launch and adoption of its Investment Research Data product, a suite of deeply structured datasets designed for quant-driven equity research, our client wanted to ensure users had the practical skills needed to integrate the product into their research workflows.
While the datasets offer powerful point-in-time fundamentals, consensus estimates, company KPIs, and supply chain insights, many clients needed guidance to unlock their full value using the provider’s Python-based API infrastructure. Our ambition was to create a training experience that showcased the product’s strengths, drove adoption, and deepened client relationship, particularly among quantitative researchers at hedge funds and asset managers.
Our solution
We partnered with the client’s product and content teams to co-create a 1-day, practitioner-led training course which focused on applied, code-first learning. Led by Pat McKillen, the workshop was built around real-world research use cases and delivered using interactive Jupyter Notebooks hosted on the client’s infrastructure.
The training included:
– A modular agenda covering data exploration, factor creation, and back-testing using the client’s Investment Research Data API
– A combination of high-impact teaching methods including mission-based group challenges, “bug hunt” debugging sessions and timed data-sprints.
– Branded presentation materials, notebooks, and exercises aligned to real investment workflows
Delivery
Working in close partnership with the client’s product owners and subject matter experts, our instructional team designed and delivered a series of immersive, expert-led workshops. Each session blended concise technical demonstrations with high-intensity, hands-on learning—anchored around realistic investment research challenges. Participants alternated between guided coding exercises and collaborative group missions, learning to navigate APIs, manipulate datasets, and construct repeatable research factors.
This co-delivery model ensured the training reflected both the depth of the product and the rigor of real-world quantitative analysis, resulting in an engaging, practical experience that left participants confident and inspired to apply what they learned immediately.
Results
This training initiative delivered measurable value across several dimensions:
1. Increased data product adoption: Quant researchers left the workshop with the practical skills and confidence to integrate our client’s datasets into their research processes.
2. Stronger client relationships: The training provided an engaging, high-value experience for target clients, reinforcing the provider’s position as an essential partner in modern quantitative research.
3. Scalable delivery model: With a full suite of refined materials and facilitator guidance, the client is now positioned to roll out the training across its global client base.
By transforming complex datasets into hands-on, actionable insights, this program enabled clients to experience, not just evaluate, the full power of the firm’s investment research data.
Feedback
“Great turnout yesterday at our Investment Research Bootcamp in London, where 40+ clients and prospects explored advanced research workflows with the Research Data Store and Python API. Strong engagement, hands-on challenges, and high energy throughout — a clear signal of growing demand for research-driven capabilities.” – Data Scientist Specialist at the world’s leading market data provider.
Get in touch
Want to learn more about bespoke Python training for your team? Contact us today.
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