Case Studies

Hours of pre-call research compressed to under 10 minutes, per rep, per call.

• Native Gemini Enterprise deployment via Google ADK
• Live research synthesized with internal knowledge base
• Branded BattleCards, Pitch Decks, and Rebuttals auto-generated
• Complete sales brief delivered by email in under 10 minutes

Firmwide proprietary knowledge queryable in natural language — zero data egress.

• Unified ingestion from Snowflake and SharePoint/OneDrive
• Langchain + pgvectorscale, fully air-gapped from public APIs
• All inference within the firm's private cloud boundary
• Arize Phoenix for production observability and retrieval monitoring

Every LLM call across the firm governed, logged, and cost-optimized from a single layer.

• All LLM calls routed through Kong API Gateway firmwide
• Auto-routing selects models by cost and capability
• Immutable audit trail of all AI activity for compliance
• Data sensitivity policies prevent unauthorized model access

AML detection lag cut from 18 hours to under 5 minutes — closing a material regulatory exposure window.

• Kafka streaming replaced overnight batch jobs running 18 hours behind
• Sub-5-minute latency from transaction to compliance queue
• Anomaly models retrained weekly on fresh labeled transaction data
• Full BSA/AML audit trail with immutable event sourcing

HIPAA-compliant clinical data sharing at scale — no manual review required.

• NLP-based PHI detection across EHR fields and clinical notes
• De-identification profiles mapped per data-sharing agreement
• Supports HIPAA Safe Harbor and Expert Determination
• Full lineage from source record to de-identified output

15 years of locked matter history made queryable in natural language for the first time.

• LLM extraction of parties, dates, clauses, and outcomes from 15 years of PDFs
• Human-in-the-loop validation for high-stakes document types
• Governed knowledge graph with full provenance to each source doc
• Natural language matter search via RAG — no keyword queries

Straight-through processing lifted from 40% to 89% — manual entry eliminated for the majority of volume.

• Multi-format ingestion from email, supplier portal, and EDI feeds
• AI extraction with three-way PO/receipt/invoice matching
• Exception routing by vendor, amount, and cost center
• SAP integration eliminates manual data entry for 89% of volume

Client onboarding compressed from 14 business days to 2, with stronger compliance documentation.

• Automated document collection with real-time completeness checks
• Jumio and WorldCheck identity verification — no manual analyst review
• FINRA and SEC flag routing with intelligent escalation logic
• Account provisioning triggers simultaneously across four systems

Authorization approval cycle cut from 5 days to 6 hours. Clinical staff focused on cases that need them.

• Automated ingestion from provider portals and fax
• Clinical criteria matching across diagnostic codes and notes
• 60% of volume auto-approved without clinical review
• Nurse review queue reduced by 70% — complex cases only