Consulting research + market synthesis
Industry primer drafting, expert-call summaries, competitor benchmarking pulls, source-attributed insight library.
smb
prof-services
product
consulting
inference
retrieval
evaluation
Financial advisor client meeting prep
Pre-meeting brief on client portfolio, life events, suggested talking points; post-meeting note + action item capture.
smb
financial
sales
advisor
inference
retrieval
voice
evaluation
Insurance broker quote comparison
Multi-carrier quote pulls, side-by-side coverage comparison, plain-language explanation of differences, e-application prep.
smb
financial
sales
insurance-broker
inference
retrieval
agentic
evaluation