Advisors hunted data across five systems. GenAI now builds traceable meeting packs, saving 4,700 hours a year.
A leading wealth management firm operating 33 offices across the UK and Ireland that conducts approximately 14,000 annual client financial reviews.
Advisors struggled to prepare for meetings because client data was scattered across five disparate systems, ranging from trading platforms to local...
“We are looking to cut review costs by over 50% while saving 4,700 hours annually — but more importantly, our Financial Planners will now be able to focus on what really matters: building deeper client relationships.”
Wealth management and financial planning services for individuals and families.
Agents typed furiously while customers waited on hold. AI now summarizes calls, saving the team 250,000 hours annually.
Building voice AI in-house proved too complex. Now, agents resolve disputes and support calls for 4 million customers.
Sonar review meant checking raw footage frame by frame. AI now scans hours of data to pinpoint targets for recovery.
Fragmented server data bottlenecked scaling. A unified model cut hardware SKUs by 50% and eliminated dozens of manual processes.