Your advisors are researching. They should be advising.

Problem

Wealth advisors spending hours pulling research and preparing for client calls. During market volatility (e.g. April 2025 shake-up), speed-to-insight was critical.

Solution

AI agent ("Coach AI") that retrieves research in seconds, anticipates client questions based on portfolio data, and suggests next-best actions during calls.

Problem

Loan application drop-off rates too high. Digital experience was impersonal and generic - potential borrowers abandoned applications mid-process.

Solution

Genesys AI deployed to personalize customer interactions through an AI-powered chat interface, guiding applicants through the loan process with contextual responses.

Problem

Overpayments to suppliers going undetected. Manual invoice review could not catch discrepancies between charged amounts and contract terms at scale.

Solution

Custom GenAI tool built in a 10-week development sprint. Scans incoming invoices, compares amounts against contract pricing terms, flags meaningful discrepancies, and drafts reconciliation messages for claims managers.

Problem

Enterprise operations bloated with manual processes across finance, operations, and support. Needed to free capital for reinvestment in innovation.

Solution

AI and automation deployed across enterprise operations - document processing, financial reporting, internal support, and operational workflows. Savings reinvested into AI, automation, and hybrid cloud products.

Problem

Payment processing workflows slow and error-prone. Documents arrived in diverse formats, making extraction and validation manual and inconsistent.

Solution

Agentic AI deployed for automated payment document classification, extraction, and validation across various data formats.