Case Study: ReachX achieves faster advisor matching with Studio Graphene's AI-powered solution

ReachX optimises 7,000+ advisor matches with Studio Graphene

ReachX, a platform for deal management and business advisory, partnered with Studio Graphene to optimize its vast database of over 7,000 financial advisors. Their challenge was to harness this information more efficiently to provide clients with a faster, more targeted and responsive service, moving beyond traditional manual methods.

Studio Graphene developed an AI-driven solution utilizing OpenAI models. This included creating a resume parser to summarize advisor profiles, an NLP chatbot to understand user queries, and a vector database for quick information retrieval. The solution enabled ReachX to promptly assemble the optimal advisory team for any client requirement, offering a highly customized and efficient experience that surpassed their previous capabilities.

ReachX