Case Studies - AI Workflow Automation & Integration

Case Studies

A small sample of recent engagements. Some details are anonymised at the client's request. We are happy to provide references on request.

01 / 04

Competitor intelligence on autopilot for a financial recruiter

Situation: A financial recruitment services firm needed to track competitor intelligence - personnel moves, M&A activity, and strategic developments - across their sector. Manually monitoring trade press and announcements resulted in patchy, delayed coverage that business development teams could not rely on.
Action: A simple, intuitive dashboard was built that keeps an eye on their chosen competitors and the trade press automatically. It ranks each story by how important it is, writes a short plain-English summary of what is happening, and lets the team look up any company on demand - so nothing important slips through.
Result: The Business Development team receives structured, tiered intelligence on competitor moves and market signals without manual monitoring - with AI synthesis surfacing the highest-priority developments for immediate action.

Situation: A professional services firm's compliance team was spending significant time each week manually scanning news sources across selected jurisdictions for regulatory developments relevant to their clients.
Action: We built a tool that scans the news across multiple jurisdictions for the topics that matter to them, then writes a clear summary of each one. It checks everything at once and produces a tidy PDF the team can send straight to their clients - with no installation or technical setup required.
Result: The compliance team now runs a full multi-keyword scan across multiple jurisdictions in under a minute. AI-generated digests replace manual article review, with PDF export enabling briefings to be shared directly from the tool.

Situation: A systematic trader managing a portfolio of financial instruments was reviewing funding rates and momentum data across multiple assets via Excel - often a slow, inconsistent process that made timely position decisions difficult.
Action: We built a live dashboard that gives each asset a single, easy-to-read score based on its recent price trend and current market conditions. The portfolio manager can size up the whole portfolio at a glance.
Result: The full portfolio can be reviewed in seconds, with Claude surfacing actionable, skill-based pattern insights on demand - replacing hours of manual chart and data review each week.

Situation: An investment manager needed a consistent weekly briefing on scheduled macro volatility windows - central bank events and high-impact data releases across the US, Japan, Eurozone, and UK that affect rates, equities, crypto, and gold simultaneously. Producing this each Sunday required significant research across multiple sources in different time zones.
Action: We captured the whole routine in a single, plain-English instruction document. Every Sunday it gathers the week's key events, sorts them by how much they matter, converts everything to UK time, and drafts a ready-to-send email - all on its own. Because the instructions live in an ordinary document rather than buried in code, the client can update them whenever they like.
Result: A consistent, high-quality weekly digest is generated every Sunday in minutes. Because the intelligence lives in various defined skills rather than locked into code, the client can update sourcing rules, tiering criteria, or output format themselves - with no developer involvement.