Choose Your Industry
We specialize in two industries where AI creates massive operational leverage.
Financial Services
15+ use cases
Investment management, wealth management, insurance, lending, accounting, private equity.
Top use cases:
- • Client reporting automation
- • Compliance monitoring
- • Research synthesis
- • Loan processing
Professional Services
15+ use cases
Law firms, CPA firms, consulting, marketing agencies, recruiting, architecture & engineering.
Top use cases:
- • Document review & analysis
- • Proposal generation
- • Client reporting
- • Candidate screening
Featured Use Cases
High-impact automation opportunities across industries.
Client Reporting Automation
Automate quarterly client reports, portfolio summaries, and performance analysis.
Compliance Monitoring
AI-powered compliance checking and regulatory monitoring across portfolios.
Document Review & Analysis
Automate contract review, due diligence, and document analysis workflows.
Proposal Generation
AI-assisted proposal creation with automated data population and customization.
How We Identify Your Best Use Cases
Generic use case lists are starting points. The real value comes from understanding YOUR specific situation—your data, your systems, your bottlenecks.
Our Assessment process scores every potential use case on ROI, feasibility, risk, and time to value. You walk away knowing exactly what to build first.
Discovery
We dig into your systems, processes, and pain points to identify all potential AI opportunities.
Scoring
Each use case is scored on ROI potential, technical feasibility, organizational risk, and time to value.
Prioritization
You get a prioritized roadmap: what to build first, what to skip, what to save for later.
Common Questions
How do I know if a use case applies to my company?
These use cases are patterns we've seen work across similar companies. Whether they apply to you depends on your specific data, systems, and processes. The Assessment tells you which ones make sense for YOUR situation.
What if my industry isn't listed?
We specialize in Financial Services and Professional Services because that's where we've built the deepest expertise. If you're outside these industries, we may still be able to help—book a discovery call to discuss.
Are these the only use cases you can implement?
No. These are common patterns, but every implementation is customized. The Assessment often surfaces use cases specific to your company that aren't on any generic list.