What changed.
Real companies, what they were up against, and what we built with them.
- $42,000and eight weeks was another firm’s quote for one agent. We built that same agent in a week.A retirement planning firmRetirement planning, 35 people
Another firm quoted $42,000 and eight weeks. We built that same agent in one.
Their advisors were walking into meetings with a questionnaire someone had printed out a few minutes earlier. Another firm wanted eight weeks and $42,000 to fix that one step. We built that same agent in a week, and we have kept going: meeting briefs, a sales scorecard that reads call transcripts, and a Salesforce tracker that updates every hour. Ten agents in, the team keeps finding the next thing to build.
- 9 appsbuilt on one platform the company owns. Seven are running today.A licensed apparel companyLicensed apparel, about 90 staff
We built nine applications in eight months, on a platform they own.
When we arrived, the sales team was ten days behind on bookings and most of the admin team’s day went to data entry. We sat down with thirty people across the company before we built anything. Since then: meeting briefs that land in reps’ calendars, a studio that turns out pricing decks, a prospecting engine, an executive dashboard, royalties and collections. Seven are running today and two more are with their team for testing.
- 3 monthsto build it and put it in advisors’ hands, on a platform that would normally take years.A registered investment adviserRegistered investment adviser, about 300 advisors
We took a multi-year build to advisors’ hands in three months.
Their advisors were juggling more than a dozen systems for every client, and each of them did the job a little differently. We came in as their interim Chief AI Officer, wrote the product, and put an AI-enabled build team on it. About three months of build later, advisors have a portal inside the firm’s own Microsoft environment, reading from the data lakehouse their data team built, with our agents for meeting prep, follow-up and coaching on top. Client data never leaves. The first advisors are using it now, and we will share the numbers once they are in.
- 150applications in a week was their best by hand. Now each packet is one click.A healthcare grant consultancyHealthcare grant consulting
We turned a seven-hundred-proposal job into one-click packets.
They help nursing facilities win federal grants, and one client with seventy locations needed seven hundred proposals. The mail merge they relied on could not keep up. We built a generator on a federal dataset that refreshes every day: facilities, vendors, signatures and every attachment, put together into a complete packet in one click. The time saved is theirs to measure, so we are not quoting a number yet.
Tell us what you want to get done.
A first conversation with a Chief AI Officer about your goals and what you need, whether that is a build, training, change management or expert advice. We shape the engagement around your answer.
