Finance & Banking case studies
AI Deal Screening & Transaction Data QA
Axial's deal team was spending hours each week on manual screening and messy transaction records. We built two internal platforms: an AI deal screener that generates rationales and syncs to Salesforce, Slack, and Google Slides in a single click, and a QA engine that catches duplicates and validates every field across their deal database.
70-80%
faster rationales, summaries & decks
AI Sales Coaching & Customer Health
Across multiple Bregal Investments portfolio companies, we built AI that scores recorded sales calls against custom coaching rubrics and monitors CRM, support, and product data to surface churn risk and expansion opportunities before they show up in the numbers.
60-80%
less manual call review
MineralStrike OS
A custom AI operating system for mineral rights acquisition that reads plat maps and ownership documents, calculates acreage and ownership positions, and generates contracts and proposals in batch across four previously separate systems.
60-80%
faster contract & proposal creation
AI Market Briefing & Content Intelligence
Two automation phases for a financial professional: phase one turns a daily news email into a private audio podcast. Phase two built a full research engine that reads source articles and produces a branded PDF newsletter and a two-voice conversational podcast on any topic. No manual work required.
80-90%
less manual briefing prep
Website, CRM & AI Lead Automation
A complete lead-to-booking engine for a CPA advisory brand: website, CRM, funnels, and automated follow-up sequences with AI-assisted reply handling and human-escalation rules built in across multiple offers.
60-80%
faster speed-to-lead