- Achieved 30% lower infra costs by leveraging AI-driven automation.
- Intelliconnect simplified access to governance documents and investment policies with department-specific workspaces.
- Faster decision-making with up-to-date, secure document retrieval.
- Automated compliance document processing with Guardiance to ensure faster and more accurate filing.
- Guardiance enforces HIPAA rules by detecting PHI/PII leaks and alerting compliance teams instantly implementing HIPPA laws as rules to check for violations in text.
- Real-time policy lookups through Intelliconnect for staff, reducing manual search time, such as with HIPPA laws.
- Intelliconnect provides advisors and clients instant access to investment policies, risk disclosures, and updated compliance guidelines.
- Guardiance monitors client-advisor communication to detect sensitive financial information leaks or non-compliant recommendations.
- InboxEyeQ auto-classifies high-volume client inquiries, routes them based on SLA rules, and ensures timely responses to maintain trust.
- Reduced processing from 10 minutes → 30 seconds by automating query handling.
- InboxEyeQ streamlined flight inquiry emails into structured database queries for real-time availability checks.
- Combined with Guardiance, compliance risks and cycle bottlenecks were eliminated.
