Our Work

We build AI systems that transform how businesses operate. Here's proof.

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Wealth Management

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.

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E-commerce Fashion

Smarter lead prioritization

Lead Intelligence · Data Enrichment

Before

Thousands of website visitors. No idea who's a whale. Stylists guessing who to prioritize.

After

AI enriches every lead with job, income, buying potential. Scores them. Routes the best to the right stylists. Generates daily task lists.

Result

Stylists sell to the right people. Revenue goes up. Time wasted goes down.

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Credit Card Processing

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.

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Executive Compensation

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.

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Executive Compensation

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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