UAB Optima Advisory AI
An AI assistant that drafts compliant client summaries for a Lithuanian advisory firm, saving 12 hours a week.
- Client
- UAB Optima
- Year
- 2025
- Duration
- 10 weeks
- Industry
- Finance
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.
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.
The same business, rebuilt to convert.
What the old platform looked like, and what we shipped. Slide to see the difference.
Drag the handle, or use arrow keys, to compare the legacy site with what we shipped.
Outcomes we can point to.
Every engagement is measured against the numbers that matter to the business, not vanity metrics.
“It removed the most tedious part of our week without ever taking a human out of the decision. That balance is exactly right.”
A closer look at the work.
What it took to ship this.
One senior team carried this project from discovery to launch. These are the disciplines it drew on.
Want results like UAB Optima’s?
Tell us what you are building and we will map the honest path to ship it. A 30-minute consultation, a clear scope and a fixed price band, no pitch theatre.
- Senior team from day one
- Measured performance budgets
- Built for the Lithuanian market