Case study 01
Knowledge continuity
- Client knowledge
- consultable guidance
- human review of exceptions
- continuous update loop

Client preferences, account history and established processes sat across senior team members, documents and meeting discussions. Supporting teams had to ask a senior colleague before they could proceed.
That knowledge was organised into an AI Consultant the team consults before starting a task, with a loop that reviews learning from meetings and keeps the guidance current.
Leaves with the account
Knowledge leaves when the account changes hands.
Stays in the firm
Knowledge stays in the firm: retrievable, and decisions can be retraced.













































