Nineteen use cases, six focus areas
The landscape
Service Optimization
5- 1Glia to Salesforce sync
- 2Real-time agent assist
- 3Chatbot deflection
- 4Augmented advisor
- 5Proactive risk detection
Back Office Operations
8- 6NIGO completeness gate
- 7Pending-funding auto-close
- 8Address workflow
- 9FIX pre-population
- 10Fund family mapping
- 11Trading ops consolidation
- 12Excel not-held check
- 13Sleeve setup
Sales Commissions
1- 14Sales commissions
Billing Assurance
2- 15OCIO analytics
- 16Billing intake
People & Talent
2- 17Performance agent
- 19Interview intelligence
Cross-cutting
1- 18Tooling adoption
Most near-term value is software and enablement, not AI. AI concentrates in extraction (wet-signed forms), generation (chatbot, client narratives), and judgment-at-scale (performance review, QC).