RAG
Large-Scale AI Outreach: Hundreds of Sales Meetings Booked Monthly
- January 1, 1
- Posted by
- AI Agents, LLM, RAG, Sales Automation, Marketing Technology, Web Scraping, Fine-Tuning
The Client
The stealth marketing startup was building a next-generation outreach platform to solve a fundamental sales problem: personalized prospecting doesn’t scale, and scaled prospecting isn’t personalized. Traditional outreach tools forced a choice—either send generic mass emails (high volume, low conversion) or have sales reps manually research each prospect and write custom messages (high conversion, impossible volume).
Long-Term Memory AI Chatbot: Enhanced RAG for Financial Services
- January 1, 1
- Posted by
- RAG, AI Chatbot, Financial Services, Long-Term Memory, Prompt Engineering, LLM, Vector Search
The Client
The stealth financial startup was building a conversational AI platform for the financial advisory space—a domain where conversations are inherently long-form, context-dependent, and high-stakes. Unlike consumer chatbots that handle simple Q&A, financial advisory conversations span extended sessions covering portfolio strategy, risk tolerance, regulatory considerations, and market analysis. Users expected the system to remember prior discussions, build on established context, and provide increasingly informed guidance over time.