Case study · Investment advisory
Tessera Investment Partners is an investment advisory firm. The partners were spending hours each week drafting client-facing commentary that sounded right — and inbound prospect response time was lagging at next-business-day. We built a content agent that drafts in the firm's voice from approved sources, and a compliance-aware lead qualifier that routes prospects without giving advice.
The situation
Tessera's clients hear from them through commentary that has to sound like the partner — measured, specific, never generic. Generic AI tools produced output the partners couldn't use without a full rewrite, which defeated the point. Meanwhile, inbound prospect inquiries were taking until the next business day to get a reply — slow enough that good fits were drifting elsewhere before Tessera could respond.
Weekly market commentary eating an entire partner afternoon — and not being skippable, because client expectation is set.
Generic AI drafting tools produced text that sounded like a brand, not the partner. The rewrite cost more than starting from scratch.
Inbound prospect response time at next-business-day, in a category where speed signals attentiveness and capacity.
Compliance constraints meant any inbound automation had to route — never advise — without a single misstep.
What we built
We built two agents with very different jobs. The content agent drafts commentary, follow-up emails, and client communication in the firm's voice — anchored on past partner-written content, not generic LLM training data. The lead qualifier handles inbound prospect inquiries with hard compliance rails: it asks qualifying questions, gathers context, and routes to the partner. It never gives investment advice.
Trained on the partner's past commentary, follow-up emails, and client messages. Drafts weekly market commentary, prospect follow-ups, and ad-hoc client communication that sounds like the partner because it's anchored on how the partner actually writes.
Replies to inbound prospect inquiries within minutes. Asks qualifying questions (assets, situation, what they're looking for), gathers context, and routes to the right partner. Hard-rail prompts and approved-language constraints keep it strictly to routing — no advice, ever.
Every drafted communication goes to the partner's approval queue on phone or desktop. One-tap approve, edit, or kill. Manual control on every send.
Weekly tuning on voice drift, compliance audit on the qualifier's responses, and ongoing refinement as the firm's communication patterns evolve.
The outcome
Two clean wins. Weekly content production dropped from a full afternoon to under an hour — and the partner's voice survived intact because the agent learned from how the partner actually writes. Inbound prospect response time dropped from next-business-day to under 5 minutes, with zero compliance issues since launch.
< 1 hr
Weekly content production time, down from a full afternoon
< 5 min
Inbound prospect response time, down from next-business-day
70–80%
Typical content-time reduction we see while keeping the partner's voice intact
Industry typical
0
Compliance incidents since the qualifier went live
Still in flight
The content agent is producing commentary and follow-ups; we're scoping its expansion into client-segment-specific communication (high-net-worth vs. mass-affluent, business owner vs. retiree) so the right voice variant goes to the right inbox. Compliance rails extend to every new channel.
Same playbook. Scoped to you.
Same model — audit, build, operate. Scoped to your operation, your toolchain, and the bottleneck the audit surfaces.
Floor
Builds start at $7,500.
Retainers start at $1,500/mo.