Automation + AI for a Finance Company with $100m Aum

Overview

Dallas Finance Corp, a prominent asset management company based in Dallas, US, manages over $100 million in assets. To streamline their operations and enhance client engagement, the company sought innovative solutions.

Challenges Faced

Dallas Finance Corp was grappling with:

• Inefficient client communication, leading to delayed responses.
• Limited client interaction outside of traditional business hours.
• Manual handling of client inquiries, affecting staff workload and response times.

Solutions Implemented 🚀

To address these challenges, I developed and implemented a set of solutions that included:

• Custom Automations: Tailored automations to streamline internal processes, improving efficiency and reducing manual tasks.
• In-House Chatbot for WhatsApp: A sophisticated AI-powered chatbot designed for WhatsApp, enabling clients to make inquiries, get updates, and receive personalized financial advice 24/7.

Results 📈

The introduction of automation and the AI chatbot brought about significant improvements:

• Enhanced Client Communication: The chatbot provided immediate responses to client inquiries, improving satisfaction and engagement.
• Extended Service Hours: Clients now enjoy round-the-clock assistance, leading to higher client retention and acquisition.
• Operational Efficiency: The automations significantly reduced manual workload, allowing staff to focus on high-value tasks and strategy.



Queued Upgrades

• Real-Time Portfolio Updates: Clients can request real-time updates on their portfolio performance directly through WhatsApp. - Blocked until we can figure a solution with LPL financial
• Automated Financial Advice: Based on client profiles and market data, the chatbot to offer personalized investment advice.