AI case study

OneDigitalClient meeting preparation

Client research took days. An AI agent now compiles tailored briefs in minutes, saving 1,000 hours annually.

Published|10 months ago

Key results

Annual Time Savings
1,000 hours

Result highlights

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The story

Context

A strategic advisory firm providing insurance, financial services, and HR consulting to a growing base of business and individual clients.

Challenge

Consultants spent hours or even days manually researching client industries and benefits strategies, often resulting in generic meeting preparation....

Solution
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Quotes

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The company

OneDigital logo

OneDigital

onedigital.com

Insurance, employee benefits, and HR consulting firm for businesses and individuals.

IndustryInsurance
LocationAtlanta, GA, USA
Employees1K-5K
Founded2000

The vendor

Enterprise software, cloud infrastructure, and consumer electronics platform.

IndustrySoftware & Platforms
LocationRedmond, WA, USA
Employees100K+
Founded1975

The implementation partner

Data Science Dojo logo

Data Science Dojo

datasciencedojo.com

Co-developed a custom LLM agent platform and AI coworkers to automate OneDigital's client research.

IndustryEducation & Training
LocationRedmond, WA, USA
Employees51-250
Founded2013

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