The Problem We Were Brought In To Solve
NZ wealth firm: 22 advisors, 1,800 clients served manually, HNW attrition at 9% ($4.2M AUM per advisor lost annually).
How Revino Delivered
AI client intelligence: life event detection from news, advisor meeting prep copilot, personalised outreach recommendations, AUM at-risk alerting.
Measurable Business Impact
✓Advisor capacity: 82→240 clients
✓Client attrition: 9%→5.9% (-34%)
✓AUM per advisor: +$12M
✓Meeting prep time: -60%
✓HNW NPS: +22 points
PythonClaude APISalesforceReactPostgreSQLAWS
KEY METRICS
3×
Advisor capacity
-34%
Attrition
+$12M
AUM per advisor
+22
NPS
Want results like this?
Free 45-minute consultation — real roadmap, no commitment.
Book Consultation → Contact UsMore Enterprise Results
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Technical Staffing — US SaaS Scale-Up (Series B)
8 senior engineers placed in 3 weeks | $480K saved vs agency | 100% retention at 12 months
BANKING & NBFC · India
AI Credit Scoring — India NBFC (₹2,400 Cr Portfolio)
Default -31% | Approval 14 days→4 hours | Thin-file market +38%
BANKING & NBFC · Global
AI Fraud Detection — 3 Global Regional Banks
Fraud -43% | $8.2M recovered Year 1 | False declines -62%
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