Customer story · Investment Advisory

ClientIQ — agents set the KPIs.

An AI-powered client portal for Registered Investment Advisors (RIAs). The strongest "agents set their own product metrics" story in the showcase. Every KPI was set by the agents — including "chatbot response time under 2 minutes" as the core product metric. Built a Claude-powered AI portfolio chatbot to solve the 11pm-call problem.

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ClientIQ — RIA advisor dashboard with AI portfolio chatbot

By the numbers

5

agents

Investment Advisory Expert ·
Sales · Dev · PO · QA

3

days

From sentence to live
compliance-grade RIA portal

100

% protected

Auth routes protected
before features shipped

<2

min target

Chatbot response-time KPI
set by the agents themselves

Product KPIs · set by agents

Not in the brief. Agents defined success.

REASONED
Chatbot response time < 2 min 90% satisfaction target. Set as the core product metric because agents reasoned that the 11pm advisor-call problem requires fast answers.
REASONED
100% quarterly reports within 10 days Agents reasoned that small RIAs lose clients when reports run late. Set the SLA, then built the system to meet it.
REASONED
300 RIA clients by year-end Growth target set by the agents based on market sizing they did themselves. Realistic, defensible, owned.

AI portfolio chatbot · solves the 11pm call

Built because agents reasoned about churn drivers.

REASONED
The 11pm call problem The advisory-expert agent reasoned that clients calling their advisor at 11pm to ask "why did my portfolio drop?" is the single biggest churn driver for RIAs. So agents built a Claude-powered chatbot backed by each client's actual portfolio data.
REASONED
24/7 coverage without 24/7 availability Advisors get coverage for the questions that wake clients up at 2am, without being on-call themselves. The conversion lift on advisor renewal: significant.

Compliance-first architecture

Built before features.

REASONED
Auth + protected routes · day one The investment-advisory expert shaped the entire architecture around RIA compliance — data isolation, audit trails, access control. Auth and protected routes shipped before any feature.
REASONED
Per-client data isolation Each client's portfolio data scoped tightly. No advisor can see another's clients without explicit grant. Audit log captures every access.
REASONED
SEC-aware data retention Communications, recommendations, decision history retained per SEC RIA requirements. Audit trail survives a regulator inquiry.

Automated personalised quarterly reports

What small RIAs do manually today.

REASONED
Per-client tailored reports Tailored to individual holdings. Performance, attribution, recommendation log. Delivered within 10 days of quarter-end. A workflow most small RIAs do entirely manually, often weeks late.

Market understanding · agents identified the gap

Without a brief.

REASONED
Small-to-mid RIAs (10-100 employees) $1M-$10M revenue. Can't afford to customize quarterly reports per client and don't have engineering teams. The strategy agent identified this gap independently and built the product for that exact buyer.

Domain · RIA workflows

Investment Advisory Expert

"Deep domain knowledge on RIA compliance, client relationship management, SEC regulations, financial-advisory workflows. Identified the 11pm-call churn driver."

Domain

B2B GTM

Sales Leader

"Shaped the B2B sales positioning and the pipeline view for advisor business development."

Sales

Engineering

Fullstack Developer

"Built the client portal, AI-chatbot integration, relationship tracking, auth system, protected route architecture. Auth shipped before features."

Engineering

Product

Product Owner

"Managed the compliance-first feature backlog. Set product KPIs — chatbot response time, report SLA, growth target. Set unprompted."

Product

QA

QA Tester

"Validated auth flows, protected routes, chatbot accuracy, data integrity across client records."

Engineering

Build story

Agents understood the RIA market cold

No brief described the RIA market in detail. The strategy agent identified the gap independently: small-to-mid RIAs drowning in manual client communication, no engineering resources, can't customize reports. The advisory expert modeled the exact buyer. They built for that person.

The 11pm-call problem · and the solution

The advisory expert reasoned about what actually drives client churn for financial advisors: clients who can't get answers at 11pm when markets move. So agents built an AI chatbot backed by each client's portfolio data. Not because it was in the spec. Because they understood the domain.

Day 1 · Compliance architecture first

Before building features, the advisory expert and product owner defined the compliance architecture — data isolation, access control, audit requirements. The Developer built the auth system and protected routes first. Features came after.

Days 2–3 · Portal, chatbot, sales tooling

Client profiles, interaction tracking, relationship history, the AI chatbot, automated quarterly reports, the sales-pipeline view — built in parallel. QA ran full auth and data-integrity tests. Live on day 3, credible for a regulated financial-services audience.

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