AI-Powered Virtual Financial Consultant

An engagement led by our consulting expert

As financial data platforms grow more complex, clients are demanding smarter, faster ways to interpret insights. In this case study, we explore how a financial metrics company leveraged AI to embed an intelligent Virtual Financial Consultant into their platform, enhancing customer engagement, improving decision-making, and unlocking a scalable global service model.

Objectives: Enhance Engagement and Reduce Scaling Costs

The company set out to:

• Improve user engagement through simplified access to financial insights
• Reduce the cost and complexity of scaling human-led financial consulting services
• Expand global service availability without increasing operational overhead
• Position their platform more competitively in the eyes of investors and customers

The Challenge: Complexity Limiting Client Success

Users were struggling to:

• Navigate complex reports
• Interpret financial statements
• Make timely, data-driven decisions without needing external support

The company recognized that to scale effectively and improve outcomes, they needed to make their platform more intuitive and self-guided, without sacrificing depth or accuracy.

The Solution: Machine Learning for Sparse Data + Roadmap to Scale

We developed and implemented a natural language AI assistant—the Virtual Financial Consultant—directly within the platform. This AI tool empowers users to:

• Ask questions in plain language and get real-time financial answers
• Receive instant, data-specific insights from their own dashboards
• Get proactive guidance as new data becomes available

In addition to user functionality, we also helped embed this capability into the company’s broader Product and AI Roadmap, supporting long-term differentiation and investor confidence.

The Results: Engaged Users, Scalable Growth

Improved User Engagement

Customers found it easier to interact with the platform and understand their data, leading to measurable increases in usage and satisfaction.

Faster, Smarter Customer Decisions

The AI assistant provided instant insights on KPIs, reports, and trends—accelerating users’ ability to take action.

Lower Cost of Scaling Services

By reducing the reliance on manual support, the company scaled to 24/7 global service availability with far lower cost and complexity.

Stronger Market Positioning

With AI embedded in the product experience, the platform gained a competitive edge—resonating with customers and investors alike.

“The project delivered an exceptional boost to our client experience and positions us to expand our services globally at a lower cost than the current model. Having a clear AI roadmap has also improved our positioning with investors.” – Brenda, CEO

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