How this Accounting Firm Built 500+ AI Agents in 90 Days
Scale AI Across Your Financial Services Organization with Reusable Workflow Templates
Financial services firms face a critical challenge: scaling capacity without proportionally scaling headcount. This guide reveals how Embark Consulting, a rapidly growing accounting firm, built 500+ custom AI workflows in 90 days using reusable templates.
Instead of starting from scratch for every client engagement, Embark created AI assistants that could be customized for different clients, regulations, and scenarios. The result?
- 72% of their team using AI daily,
- 60% reduction in meeting prep time
- executing technical tasks from hours to minutes
This comprehensive guide includes 15 ready-to-use AI agent templates specifically designed for financial services, covering everything from regulatory filing automation to fraud detection, client communication, and trade surveillance.
Whether you're a compliance officer looking to automate regulatory filings, a relationship manager seeking to reduce client prep time, or a CFO evaluating AI strategy, this guide provides the blueprint for transforming your financial services operations.
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Scale AI Across Your Financial Services Organization with Reusable Workflow Templates
Financial services firms face a critical challenge: scaling capacity without proportionally scaling headcount. This guide reveals how Embark Consulting, a rapidly growing accounting firm, built 500+ custom AI workflows in 90 days using reusable templates.
Instead of starting from scratch for every client engagement, Embark created AI assistants that could be customized for different clients, regulations, and scenarios. The result?
- 72% of their team using AI daily,
- 60% reduction in meeting prep time
- executing technical tasks from hours to minutes
This comprehensive guide includes 15 ready-to-use AI agent templates specifically designed for financial services, covering everything from regulatory filing automation to fraud detection, client communication, and trade surveillance.
Whether you're a compliance officer looking to automate regulatory filings, a relationship manager seeking to reduce client prep time, or a CFO evaluating AI strategy, this guide provides the blueprint for transforming your financial services operations.
Transform your workflows today
Compared to DIY approaches, companies that use elvex are 60% faster at bringing LLMs to their employee’s work, with 4.3x higher adoption rates
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