How many times a day do you find yourself switching between your email, your task manager, your calendar, and your company’s knowledge base, just to complete a single action? You need to find a document, then share it in an email, then create a task to follow up. Each step is a context switch, a small but significant drain on your focus and productivity. What if you could replace all that clicking, typing, and searching with a single, spoken command? What if you could simply

Summary A forward-thinking investment advisory firm faced a common but critical challenge: scaling its quality assurance and extracting actionable insights from hundreds of client calls. The manual review process was time-consuming, subjective, and failed to capture the valuable data needed to refine sales funnels and enhance the customer experience. By implementing a bespoke AI-powered automation workflow, our agency revolutionised its call rating process. This solution deli

How KYC Automation Boosted Prospect Conversion by 25% and Eliminated Operational Bottlenecks Summary A forward-thinking Investment Advisory Firm was facing significant challenges with its manual client onboarding process. The cumbersome and slow procedure for procuring, validating, and submitting Know Your Customer (KYC) documents was creating a poor first impression, leading to high prospect drop-off rates and escalating operational costs. By implementing an intelligent auto

Summary Our client, a travel agency, was facing a significant operational bottleneck in handling a high volume of email booking inquiries. The manual process was slow, prone to errors, and led to missed opportunities and a subpar customer experience. By implementing an AI-powered automation solution, they are able to instantly parse and process incoming inquiries, leading to a 20% increase in direct bookings  and avoiding the need to hire two additional operations staff , and

Executive Summary In a fast-paced digital environment, rapid and secure access to corporate systems is paramount. Our client, a leading enterprise solutions provider, faced significant challenges with their manual user access management process. This resulted in slow support ticket resolution, lost productivity, and potential security risks. By implementing an automation-powered Helper Tool, they automated access to information retrieval and sanitation. The solution is helpin

Summary A client was facing significant operational inefficiency due to the manual processing of video and audio messages. The process involved team members listening to media files, transcribing them, and manually identifying new information to update a central knowledge base. This was a time-consuming, repetitive, and error-prone task. By implementing an AI-powered automation workflow, the client was able to completely automate the process—from media ingestion to intelligen

Summary An investment advisory firm was struggling with a leaky sales funnel and high manual effort in analysing sales calls. Our agency implemented an AI-powered automation solution using n8n to analyse sales calls, provide valuable insights, and streamline the sales process. This resulted in a 17% increase in sales conversions, a 23% improvement in Customer Satisfaction Index (CSAT), and a significant reduction in manual operations and response times. The Challenge The clie