Accelerated Product Engineering for a Digital Wealth Platform
Originally estimated to be 8 months of work, our Model 2 approach enabled our team to deliver a solution in just 12 weeks. We designed and built a connectivity layer that integrated trading, record-keeping, fund administration, and other operations for managing alternative investments into a single purpose-built platform.
200+
Case Types and Subtypes
Full SDLC
AI Coverage Define to Deploy
// THE CHALLENGE
- Case management used as a passive tracker, with actual work scattered across email, spreadsheets, and disconnected systems
- Manual, procedure-driven processes with no structured lifecycle, milestone controls, or audit trail
- Weak approval controls and fragmented investor data spread across multiple platforms
- No intelligent routing, prioritization, or automatic classification of incoming requests
// THE SOLUTION
- AI agents embedded across intake, identity verification, document validation, workflow orchestration, and case closure
- Standardized request taxonomy and reusable workflow patterns applied consistently across all servicing areas
- Unified data model with two-way connectivity to fund manager systems via a standardized API layer
- Real-time operational intelligence with AI-driven bottleneck detection and continuous process improvement