Client: Independent wealth & finance advisory firm
Sector: Financial Services
Engagement Type: LLM Integration + Workflow Automation

Challenge

The firm spent excessive time responding to repetitive client queries about investment strategy, portfolio reviews, and document access — eating into time better spent on strategic planning and growth.

Cavari’s Solution

We developed a secure, domain-specific AI assistant trained on the firm’s internal documentation, product guides, and investment commentary:

• Custom GPT-based chatbot embedded into their client portal

• Integrated with internal systems to retrieve PDF reports and respond contextually

• Added escalation logic for sensitive or high-net-worth client interactions

Results

• Reduced email volume by 48% within four weeks

• Improved client response time from 1–2 business days to instant answers

• Freed up partner time, enabling more strategic client engagement