| Private Equity Deal Intake & Parsing | Associates spend 20+ hours weekly manually extracting financial metrics from unstructured pitch decks and CIMs. | ↳ Audited document parser with OCR, structured JSON extraction, and auto-population into internal portfolio databases. | Sprint 1–2 (2–4 weeks) |
| Financial Services CRM Hygiene | Salesforce Financial Services Cloud is cluttered with duplicate records, incomplete investor data, and manual notes. | ↳ Automated reconciliation agent that cleans contacts, verifies institutional affiliations, and logs client interactions. | Sprint 1 (2 weeks) |
| High-Volume Inbound Call Triage | Hedge fund and advisory front-desks are overwhelmed with unqualified cold calls and routine investor queries. | ↳ Polished, professional conversational voice agent that verifies caller identities, triages intent, and routes calls appropriately. | Sprint 1–2 (2–4 weeks) |
| Institutional Web & Client Portal Build | Client portals built on legacy tech suffer from poor responsiveness, sluggish data tables, and security vulnerabilities. | ↳ Next.js SSR application with sub-second page loads, MFA/SSO integration, and SOC2-compliant data encryption. | Sprint 2–3 (4–6 weeks) |