Financial Services (Real Estate Investment)
Agentic Operating System that unifies fragmented data across Salesforce, Google Drive, Notion, and other platforms into a centralized database — with a team interface supporting chat and voice input for data capture, natural language knowledge retrieval, and automated investor intake workflows.
Replaced manual data entry and cross-platform context-switching with a unified AI-powered interface. Automated the investor intake process from lead qualification through document preparation and e-signatures.