Fasteraccess to procedures
Consistentclient documentation
Moretime with clients
About the client
A financial planning practice, based in Sydney, New South Wales, operating in the professional services sector.
The problem
Advisers spent time searching internal procedures and templates.
What we did
- Private assistant using approved procedures
- Permission-based access
- Citations to source documents
- Usage reporting
Outcome
- Faster access to procedures
- Consistent client documentation
- More time with clients
Services involved
Custom AI Assistant Development · AI Automation
Client identity withheld. This anonymised case study is an illustrative example of our approach; figures are indicative and results vary by business, market and budget.
