Client systems
Custom AI systems for Advizr's clients, each built to one firm's work and meant to ship in two to three weeks.
- Role
- Scoped each one and built or directed the build.
- Credit
- Built with his team and AI coding agents.
- Dates
- 2025 to nowHis recorded client and partner calls, 2025 to 2026-09. No client is named until it signs off.
- Asset management
- A prospecting engine that finds and ranks new clients for the sales team.Demo calls with the firm, 2025 and 2026-07-07
- Home care
- AI transformation partner to a national franchise. A company knowledge base, a franchise recruiting engine and a call desk.Kickoff on 2026-07-21 and the project calls after it
- Debt insolvency
- Custom software on top of the firm's industry system, a knowledge base and a voice agent.Project calls, 2026-08 and 2026-09
- Real estate
- A web platform for a developer, launched across Canada over two statements of work.Project update call, 2026-08-25
- Life safety
- An AI calendar co-pilot for a consultancy, piloted in late 2025.Pilot calls, October and November 2025