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Finance ยท Sydney

PFS: AI dashboard across 1,000+ clients

The PFS team had a massive loan book locked in spreadsheets. We built an intelligent dashboard that analyses every client, surfaces refinance opportunities, generates property valuations, and drafts personalised outreach. What was a static file is now a system that actively finds revenue.

1,000+Clients analysed and surfaced for refinance opportunities
AIChatbot, valuations, and automated broker emails built in

"I knew I had to get AI into my business to really capture the opportunity in this new technology, so I started working with the Brightwaters AI team. I was blown away by how many ways AI can help my business. We're saving hours every week and our client outreach is more targeted than it's ever been."

Justin, PFS

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