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Personalized Client Engagement for a Big Four Accounting Firm

Industry: Accounting 

Challenge: The firm wanted to deliver customised financial advice and insights to clients based on their industry and financial history while scaling operations across multiple regions. 

Solution: Pinnacle Future deployed an AI-powered chatbot driven by fine-tuned LLMs integrated with client databases. It provided instant, tailored responses to tax, audit, and advisory questions. 

Outcome: Improved client satisfaction by 35%, increased client engagement hours by 50%, and reduced the workload for junior consultants.

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