From manual inbox triage to AI-powered client service
AI that reads incoming client requests, routes them to the right team, updates CRM, and creates follow-up tasks—automatically and in a secure deployment.
Case study
Before & after
How the workflow changed where it matters—on the ground with your team.
Wealth Management
AI-powered client service
Workflow Automation · AI Triage
Before
Client service reps were manually handling every incoming request—routing to different teams, writing entries to CRM, creating follow-up tasks. Copy. Paste. Forward. Repeat. All day, every day.
After
An AI system reads incoming requests, understands context, and takes action: categorizes mail, routes to the right team, creates tasks in Salesforce, and updates CRM with interaction notes—in a secure, compliant deployment.
Result
Reps spend their time on client relationships and growing the book—not copying, pasting, or chasing admin.
At a glance
Scope & impact
Honest anchors for what shipped—no vanity metrics.
5+
teams touched manually before automation
100%
of requests auto-routed after deployment
0
manual CRM entries on the automated path
Hours
of admin returned to relationship work daily
System
What we built
Deployed capabilities your team actually uses—not slides.
Reads and categorizes
incoming email and attachments so nothing sits in a generic queue.
Routes automatically
to the correct team based on intent, client, and policy.
Updates Salesforce
with structured notes and fields reps used to type by hand.
Creates follow-up tasks
with owners and deadlines so nothing falls through the cracks.
Private deployment
aligned with compliance requirements—your data stays yours.
Outcome
The Results
Client service reps now spend their time on what actually matters—building relationships and growing the book. Not copying and pasting.
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