Our Work

Case Studies

FINTECH

AI Market Briefings Platform

Built an end-to-end AI system that monitors stock watchlists overnight and delivers analyst-grade morning reports to fund managers via email. Six-section structured briefings with real-time market data, sentiment analysis, and source verification.

◆ 6-section analyst reports

◆ 7 AM delivery guarantee

◆ Zero hallucination architecture

SAAS

AI Client Intake Agent

Designed and deployed a custom AI agent that handles 80% of client intake for a growing SaaS company. The agent qualifies leads, collects requirements, and routes to the right team — all without human intervention.

◆ 80% intake automated

◆ 3x faster response time

◆ 40% reduction in support tickets

FINANCE

Deal Flow Automation Pipeline

Built a full automation pipeline connecting CRM, email, and internal databases. Eliminated 15+ hours of weekly manual work across deal tracking, reporting, and investor communications.

◆ 15+ hours saved weekly

◆ ROI in first month

◆ Zero manual data entry

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