Case Studies
Before/after metrics from Sentinel AI deployments across wealth management firms.
Case Studies
Real results from real deployments.
Case Study 1: Multi-Family Office (₹2,400Cr AUM)
Before
- 4 RMs manually processing 200 documents/month
- 3–4 hours per portfolio review
- 8% data entry error rate
- Client onboarding: 12 days average
After (6 months)
- 1 operations analyst handles document queue
- 5 minutes per AI-generated portfolio review
- <0.5% error rate
- Client onboarding: 2 days average
Results
- ₹40L annual savings in RM time
- 6× more reviews per RM
- 92% client satisfaction (up from 72%)
Case Study 2: Mid-Size AMC (₹15,000Cr AUM)
Before
- 50+ RM team drowning in CAS reconciliation
- Compliance checks took 2 days per batch
- No unified view across schemes
After (4 months)
- Automated CAS extraction for all 50+ AMCs
- Real-time compliance monitoring
- Cross-scheme overlap detection
Results
- 95% reduction in reconciliation time
- Zero missed compliance flags in 4 months
- ₹1.2Cr annual savings
Case Study 3: B2B2C Fintech Platform
Before
- No AI capabilities in platform
- 18-month roadmap to build in-house
- Uncertain compliance path
After (8 weeks)
- Embedded Sentinel chat widget
- White-labeled document intelligence
- SEBI-compliant guardrails
Results
- 8 weeks to market vs. 18 months
- 30% increase in platform engagement
- 15% revenue uplift from premium AI tier
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