How One Wealth Firm Cut Document Processing Time by 80 Percent
Shade Tree Advisors, a $794 million multi‑family office in New York, implemented EtonAI across three back‑office document workflows. The AI reduced custodian statement processing time by roughly 80%, dropping from over eight minutes per document to about two minutes, while maintaining 97% accuracy. Automated renaming of thousands of tax forms and categorization of credit‑card transactions further saved hundreds of staff hours. The firm rolled out the solution in phases, allowing verification before each expansion.
6 Steps to Turn Your Messy Support Escalations Into an AI Agent that Handles 90% of Tickets
In this episode the host walks listeners through a six‑step workflow for turning undocumented support escalation knowledge into an AI‑driven ticket‑handling agent that can resolve about 90% of requests. The first three steps focus on documenting the human playbook—mapping escalation...
Your Data Vendor Is Charging You $800K to Solve a $100K Problem
In this episode Camille Bank reveals how mid‑size companies are paying upwards of $800 K annually for data stacks that solve far smaller problems, exposing hidden costs in Snowflake compute, connector services like Fivetran, BI tools, and the salaries of multiple...
Zapier Stopped Work for a Week and Hit 97% AI Adoption
Zapier’s AI adoption surged from 10% in early 2023 to 97% by early 2026, embedding AI agents into daily workflows for its 800‑person global workforce. The transformation resulted from a four‑step structural intervention rather than traditional training or licensing. This...
3 Prompts Every Social Media Strategist Should Be Running Right Now
A marketer reduced her monthly social media calendar creation from three weeks to 15‑30 minutes using a three‑prompt AI workflow. Prompt 1 diagnoses current social gaps, Prompt 2 generates 20 trending, audience‑driven ideas, and Prompt 3 builds a 30‑day calendar with captions and...
Stop Guessing Which Process to Automate First
Small and mid‑size firms often launch AI projects by guessing which process to automate, leading to stalled pilots and wasted budgets. A 2024 McKinsey survey shows 74% of companies can’t move past the pilot stage, citing unclear business cases rather...
AI Fundraising Hit 1,750% ROI in a Kentucky Race
An AI‑driven email campaign in a down‑ballot Kentucky race generated a 1,750% return on investment, delivering $17.50 for every dollar spent. The initiative lifted revenue per staff minute from $8.33 to $56.47 and, in a separate San Francisco effort, saved 12...