A reusable Client-Advisor Accelerator that unifies data, adds Generative AI smarts, and turns meeting prep from hours to minutes—safely, at enterprise scale.
Who we built for—and why now
A global technology leader partnered with Persistent to co-create a Client Advisor Accelerator: a governed, reusable template that lets wealth managers, relationship managers, and client advisors consolidate scattered client data and prepare for meetings in minutes, not hours. The brief was clear—build a rail teams can adopt and adapt, not another demo.
Why the urgency? Advisor context lives across emails, notes, CRMs, calendars, and documents. That sprawl fuels inefficient prep, inconsistent experiences, slower decisions, and higher overhead.
The ask: a single-pane, intelligent workspace where advisors ask questions of their data and get instant, grounded answers. With enterprises accelerating GenAI adoption (projected to top 80% by 2026, from <5% in 2023), moving from chat to change is now table stakes.
The gap: fragmented journeys, slower decisions
When details hide in silos, prep balloons and personalization suffers. Advisors spend time stitching past discussions, portfolio moves, and risk flags before they can shape recommendations. Costs rise as teams repeat manual steps. The real question is simple: how do we give every advisor the same “day-zero” context—instantly?
If fragmentation is the enemy, the answer isn’t a monolith. It’s a repeatable rail that teams can extend without reinventing orchestration.
Co-create a rail, not a product
Built on a Build-Your-Own-Copilot framework, the accelerator blends Generative AI, AI Search, and automation. It ships with a centralized advisor dashboard (portfolios, past/next meetings, discussion points), conversational interaction with client data (e.g., “What risks were highlighted last meeting?”), and intelligent summaries and recommendations—all wrapped with human-in-the-loop controls so advisors approve actions before anything moves.
Features are only the start. What matters is how the rail runs—every day, inside enterprise constraints.
How it works: five steps from question to action
- Connect & ground — Secure connectors bring structured (SQL) and unstructured sources (Cosmos DB, docs) into an AI-searchable plane; answers are grounded in enterprise data.
- Ask in natural language — Advisors query in plain English; the copilot assembles context and composes crisp answers or briefs.
- Auto function calling — Prompts dynamically map to backend functions (no hardcoding), keeping the copilot extensible as workflows evolve.
- Compose & summarize — Meeting briefs, key risks, and next-best actions are generated in seconds for a consistent starting line.
- Approve & act — RBAC and compliance guardrails ensure sensitive steps are supervised; actions ride pre-approved lanes.
With the rail in place, adding use cases shouldn’t feel like surgery—so we designed for change.
Built to extend, built to fit
A lightweight, modular architecture lets teams plug in collaboration tools (e.g., Teams), CRMs, and core systems; add data sources; and adapt flows across domains—onboarding, approvals, portfolio reviews, even claims or project planning. The point isn’t lock-in; it’s adopt-then-adapt on a shared orchestration backbone.
Extensibility is half the story. To scale responsibly, the rail must deploy fast, update safely, and meet enterprise bars every time.
Automation under the hood: speed and standards
One-click deployment scripts set up environments without hand-rolled config. Persistent replaced manual container image publishing with CI/CD automation, cutting deployment from 15–20 minutes per update to near-instant and standardizing testing, security, and code-quality checks. The net effect: fewer manual errors, consistent rollouts, and a disciplined path to production.
So, what changes on day one for advisors, leaders, and ops?
Business impact: what improved, where, and why
- Advisor productivity: Prep collapses from hours to minutes via single-pane context and conversational retrieval—summaries, risks, action items on demand.
- Faster, smarter decisions: AI-powered search plus auto function calling turns “Show me client risks from last quarter” into immediate, contextual answers.
- Operational & cost benefits: Usage-based cloud pricing scales without CapEx; CI/CD and automated deployment eliminate manual errors and cut release time by ~80%.
- Client experience: Advisors arrive better prepared with personalized insights, strengthening trust and retention.
- Talent lift: Less repetitive prep, more relationship building—improving morale and retention.
Knowledge workers spend roughly one-fifth of their time searching/gathering information; better collaboration and searchable context can lift productivity 20–25%—precisely where this accelerator pays off.
An accelerator is only as durable as its upkeep—so we built for continuous improvement.
Open by design → sustained impact
This is a multi-phase engagement, not a throw-over-the-wall PoC. Persistent continues enhancements, bug fixes, governance updates, and tech-stack improvements to keep the accelerator aligned to evolving standards and usage patterns. The result is a living template that teams reuse, refine, and scale across portfolios and regions.
Why choose Persistent to co-build and maintain the rail?
Why Persistent
- Proven AI & Cloud engineering: Depth across GenAI, automation, and cloud-native architectures to make copilots robust, scalable, and adoption-ready.
- Automation-first discipline: CI/CD pipelines with integrated testing and quality gates reduce deployment time and improve reliability.
- Trusted co-build partner: Close collaboration with product teams; updates validated before global release; ongoing enhancements and governance extend value over time.
Ready to move from chat to change?
Ship your first client-advisor workflow in weeks—on a rail your teams can extend. Scale safely with human-in-the-loop and enterprise guardrails.
