UAB Optima
UAB Optima Advisory AI
An AI assistant that drafts compliant client summaries for a Lithuanian advisory firm, saving 12 hours a week.
202510 weeks
Advanced SolutionsWeb DevelopmentIT Support & Maintenance
UAB Optima Advisory AI
The challenge
UAB Optima’s advisers lost hours every week drafting client summaries that had to be both accurate and compliant. The work was repetitive, high-stakes, and impossible to delegate to a template.
Our approach
We built an AI assistant that drafts compliant client summaries from the firm’s own data and templates, with a human always in the final loop. We scoped it narrowly to the one chore advisers hated, then earned the room to expand.
Results
The numbers we set out to move.
12h
saved per adviser each week
+100%
template compliance on first draft
94%
of advisers using it weekly
“It removed the most tedious part of our week without ever taking a human out of the decision. That balance is exactly right.”
Inside the build
A look at the system we shipped.
UAB Optima Advisory AI
UAB Optima Advisory AI
UAB Optima Advisory AI
Related services
The disciplines behind this project.
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