Selected work
Real engagements: before, after, and what changed on the ground. Open a case study for the full story.
Stack we deploy with
Case studies
Same before / after / result format you'll see on each detail page—filter to what matches your world.
AI-powered client service
Workflow Automation · AI Triage
Before
Client service reps manually routing every request. Writing CRM notes by hand. Creating tasks one by one.
After
AI reads incoming requests, routes to the right team, updates Salesforce, and creates follow-up tasks automatically.
Result
Reps now spend their time on client relationships and growing the book. Not admin.
AI Lead Intelligence Agent
Lead Intelligence · Wealth Signals · Private Advisory
Before
80,000+ customers and a private advisory team—but prioritization was gut-based. High-value clients hid in the data, and duplicate accounts split spend invisibly.
After
An AI agent researches each customer, merges duplicates, and scores opportunity using purchase history plus external wealth signals—then explains why and routes to the right advisor, with a secure review dashboard and real-time alerts.
Result
The team surfaces ultra-high-net-worth and prominent-family connections that manual review never caught—accept, reject, batch, and audit in one workflow.
Statement processing at scale
Data Processing · Document AI
Before
A team of analysts reviewing client statements. Inputting data into Excel. Running calculations manually. Thousands of hours per month.
After
AI parses every statement at scale. Structures data. Runs calculations. Exports to any format. Creates client dashboards.
Result
Thousands of analyst hours eliminated. Every month.
Institutional knowledge, instantly
RAG · Knowledge Systems
Before
10 years of client work trapped in thousands of PowerPoints and PDFs. Finding anything meant digging for hours.
After
RAG system over the entire corpus. Ask any question. Get instant answers. Auto-generate comparison tables, decks, Excel files.
Result
A decade of institutional knowledge, accessible in seconds.
Proprietary data edge
Monitoring · Data Intelligence
Before
Monitoring proxy statements would take 3 full-time people. Competitors had the same data you did.
After
AI bot watches for new filings. Extracts data. Builds an ever-growing proprietary database.
Result
Data edge over competitors. Better insights. 3 FTEs of work, handled by one bot.
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