Case study
MyFamilyPlan: client reports that took hours, now done on demand
- Industry
- financial and retirement planning
- What we built
- around 30 AI report tools, 28 calculators with written analysis and PDF reports, and a guidance assistant
- Result
- over 100 hours a month saved on reporting
The problem
Every client report was produced by hand. Each one took anywhere from 30 minutes to a few hours: pulling the client's inputs, running the numbers, researching and formatting the output.
Every new client meant more of the week disappearing into report production instead of advising. And because each report was built by hand, no two looked quite the same.
What we built
We built the tools straight from the advisor's own process.
- Around 30 report tools that each take the client's inputs, run live web research and multi-step analysis, and produce a finished report in the business's own template
- 28 calculators that each run the financial math, write a plain-English analysis and produce a printable PDF
- A conversational assistant with eight guidance modes that points each user to the right calculator
The whole system was handed over with a test setup that checks every PDF, so the client's own team runs it independently.
The result
- Over 100 hours a month back
- Reports that used to take hours now come out on demand
- Every report consistent and on-brand
The advisor's time goes back into clients instead of paperwork.
Could this work for you?
If your team builds the same kind of report again and again, the same approach applies. See how automated reporting works, or book a call.
