AI product capability
Intelliflo IQ
Advisors were spending hours manually populating client and advice data across a large enterprise wealth platform.
Problem
Advisors were spending hours manually populating client and advice data across a large enterprise wealth platform.
Business need
Bring AI-powered assistance into advisor workflows while preserving trust, explainability, governance, and enterprise adoption controls.
My role
Led Agile delivery for AI-powered Engagement and Advice Assistants, turning strategic objectives into MVP scope, epics, stories, acceptance criteria, and release-ready increments.
Architecture
AI-assisted advisor experience layered over governed platform data, 190+ target fields, permissions, service APIs, telemetry, and feedback loops.
Outcome
Automated data population across 190+ platform fields, reducing manual administrative effort from hours to minutes and improving advisor productivity.
Key learnings
AI products win when they are embedded in real workflow moments, measured with adoption signals, and delivered with quality gates that enterprise teams can trust.
Technologies