The client’s growth team was spending too much time turning scattered institutional knowledge, past proposals, product details, compliance constraints, and account.
Builder
Alongside AI
team of 2-5
Alongside AI is a two-person firm that finds AI opportunities for community banks, then builds and runs the tools. It also takes a small number of engagements in other data-heavy industries such as commercial real estate. Team of 2 to 5. Opportunity assessments, governance, training and custom builds run as ongoing managed engagements; builds and advises.
Industries
Financial Services Government & Public SectorFinancial Services
Functions
Sales & RevenueFinance & AccountingHR & PeopleProduct & Engineering
Builds
Conversational AIKnowledge Management & Search
Private equity
Works with PE firms and portfolio companies
Solutions
2 on fileHow One Finance Sales Team Tripled Account Research
3xTime Under 4 weeksCost $25K – $100K
Built byAlongside AI
How an FP&A Firm Cut Knowledge Searches to Seconds
A financial planning and analysis firm had years of institutional knowledge scattered across SharePoint folders, past models, memos, and methodologies that new analysts.
Seconds, Not HoursTime 2–4 months
Built byAlongside AI