CASE STUDIES

Real results. Real impact.

How our clients use AI and automation to simplify workflows, scale faster, and unlock growth.

Every project begins with one goal: helping our clients do more with less.

Here's a glimpse of how we've helped businesses transform through automation, control, and intelligence.

1. Prime Brokerage Automation – Global Hedge Fund

Streamlined broker reconciliations and structured product trade capture using Vertical AI.

Outcome: 82% faster processing, tighter payment controls and improved compliance visibility.

2. Digital Transformation – Fintech CEO

Developed a bespoke Sales Agent AI A.U.T.O.B.O.T., fully integrated with the company's CRM to re-engage cold leads and automate sales outreach.

Outcome: 4,533 leads contacted in three days with a 10% sales-conversion uplift.

3. AI Proof of Concept – Dental Concepts Group

A growing dental group brought practical challenges across staff attendance, rotas, business management, workflows, roles and responsibilities. The work started by listening and mapping the operation, then an AI application proof of concept the team could see and use.

Outcome: Clear process maps and an encouraging proof of concept that showed what could be achieved. Read the full case study

4. AI-Centric Mobile App – CEO

Automated online bookings and service scheduling with a fully integrated payment system.

Outcome: 5× faster appointment-booking cycles.

Request Full Case Studies

We share detailed case studies on request.

If you'd like to see what's possible for your business, contact hi@coglateral.ai.