Client & The Problem

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Advisor Armor wanted to automate the complex and error-prone process of generating compliance policies and procedures for financial services firms. Their teams were manually managing risk assessments, policy documentation, and version control—resulting in slow turnaround times and inconsistent outputs. They also required strict data segregation across firms and integration into existing CRM workflows like SuiteDash.

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Solution

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Secure, AI-powered document generation and refinement system. Embedded CRM module that guides users through a Risk Assessment Questionnaire and uses AI to generate detailed Risk Reports, tailored Policies & Procedures, and executive summaries. Users can refine documents using an intelligent AI chatbot backed by a global and company-specific knowledge base. A document management system handles all data storage securely with role-based permissions.

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Results

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Itr transforms a multi-day compliance process into a scalable, AI-assisted workflow completed in minutes. The solution enables real-time generation of compliant documentation, cut manual edits by over 70%, and integrated smoothly into SuiteDash CRM. The system met performance benchmarks (<5s response time) and ensured complete cross-client data isolation.

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