Accelerating Strategic Advisory with Data-Driven AI

Business Challenge: A consulting firm needed to scale its capacity to deliver bespoke, data-intensive advice. Analysts were bogged down by manual data collection, trend analysis, and drafting complex proposal documents, limiting the number of clients they could effectively service.

AI Solution: AndAI implemented an AI Consultant platform that connects to client financial data and industry databases. The AI automatically performs in-depth client analysis, identifies optimization opportunities, and generates personalized advice summaries and draft proposal documents complete with supporting data and visualizations, allowing human consultants to focus on high-level strategic review and direct client interaction.

Outcome:

• Decreased time-to-deliver a complete, personalized client proposal by 65%.

• Increased the client-to-consultant ratio by enabling advisors to manage more accounts simultaneously.

• Enhanced the quality and consistency of advice by integrating up-to-the-minute market data into every analysis.