Case Studies

AI systems we’ve built and operate.

Real deployments across operations, finance, safety, and growth. Outcomes our clients own, not slideware.

RAG · Safety Intelligence

Vigilant: In-App RAG Safety Assistant

Live safety intelligence from 47 official sources across 16 countries, refreshed hourly with cited in-app answers. 65% faster access, 90%+ accuracy.

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Knowledge · Operations

SOP Automation for Organizational Change

Codifying tribal knowledge into AI agents so institutional memory survives leadership transitions, M&A, and portfolio onboarding.

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Wealth Management

AI Plan Participant Management

An AI workforce that makes advisor teams faster without replacing core systems: lead scoring, forecasting, and compliant advisor-assist.

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Finance · Data

QuickBooks Data Recovery

Recovering and reconstructing nearly two decades of financial data with AI when the books were a black box.

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Data · Finance

Mid-Market Data Reconciliation

Replaced a four-person, 8-to-10-day monthly reconciliation across three systems with an autonomous multi-agent pipeline that runs overnight.

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Enterprise

Enterprise AI Integration

Agentic development embedded across the organization, putting AI to work on real multi-step workflows.

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Education

School District Engagement

An AI-powered engagement campaign for a major school district that drove standing-room turnout and signups.

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Content · Brand

AI Content at Scale

Avatar and content automation producing on-brand video and posts at a volume a team alone could not match.

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Growth

Automated Lead Generation

A targeted LinkedIn and email lead-generation engine built to feed a real, qualified pipeline.

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