From gut feel to data-backed white-glove prioritization
An AI agent that researches and scores 80,000+ customers by combining purchase history with external wealth signals—so the private advisory team invests time in the clients who actually deserve it.
Case study
Before & after
How the workflow changed where it matters—on the ground with your team.
Luxury e-commerce
Who gets white-glove service?
Lead Intelligence · Wealth Signals · Private Advisory
Before
With 80,000+ customers, the advisory team relied on instinct to decide who deserved white-glove outreach. High-value clients hid in the data—especially when duplicate accounts split one person’s spend across several records.
After
We deployed an AI agent that researches each customer, merges duplicate identities, and scores opportunity using internal purchase history plus external signals—web presence, family connections, property, and social profiles. It flags the best candidates, explains why, and routes them to the right advisor.
Result
The team reviews recommendations in a secure dashboard—accept or reject with notes, batch-process lists, and real-time alerts on priority prospects. The agent surfaces clients manual review never caught, including ties to prominent families and ultra-high-net-worth individuals.
At a glance
Scope & impact
Honest anchors for what shipped—no vanity metrics.
80,000+
customers in the database
Internal + external
purchase history combined with wealth signals
Duplicate accounts
detected so spend isn’t fragmented invisibly
Real-time
alerts when a high-priority prospect emerges
System
What we built
Deployed capabilities your team actually uses—not slides.
Automated research & scoring
blends CRM and order history with external enrichment—presence, property, relationships, and profiles—into a single ranked view.
Explainable flags
every recommendation carries a concise rationale so advisors trust the hand-off.
Routing to the right advisor
work is assigned by territory, relationship, or rules you define—not whoever saw it first.
Duplicate resolution
surfaces split records that were hiding consolidated lifetime value.
Advisor dashboard
review queues, accept/reject with notes, batch lists, and audit-friendly history in one secure place.
Monitoring & alerts
notifies the team when a customer crosses into priority territory.
The cost of doing nothing
Every week your team spends on manual work is a week your competitors are automating.
Thousands
of hours/month saved
Credit Card Processing
3 FTEs
replaced by a single bot
Exec Compensation
10 years
of data, accessible in seconds
Legal Research
40%
of time recovered from admin work
Strategic Teams
$60,000 of busy work
A $150K/year strategic thinker spending 40% of their week on admin. Per person. Per year.
Solution areas
Solution pages that overlap with this story
We group the same builds under /solutions too. This is just another entry point.
- Customer & revenue intelligenceKnow who actually deserves the next call.Prioritize and route customer work using your data—and explanations your team can trust.Open
- Workflow automationLess inbox triage. More actual work.Inbound work classified, routed, and written back to your systems without the manual loop.Open
Outcome
The Results
The agent consistently surfaces high-value clients the team had been missing—including customers connected to prominent families and ultra-high-net-worth individuals that manual review never caught.
Have a similar challenge?
Let's talk about what we can build for you.