Case Studies

PROOF

AI doesn’t prove itself in demos.
It proves itself in firms.

Real results from real firms that stopped experimenting with AI and started hiring it.

The pattern is the same.

Every firm that deploys Subatomic follows the same arc: skepticism, then a pilot, then the moment their AI Co-Workers start producing real output — and the team stops asking “does this work?” and starts asking “what else can it do?”

8,000+

Hours Returned

Across deployed firms, AI Co-Workers have given back thousands of hours to human teams.

$500K+

Annual Value Created

Measurable value delivered through operational efficiency, not theoretical projections.

6

Weeks to Value

From kickoff to deployed AI Co-Workers producing measurable results.

CASE STUDY 01

Wealth Management Firm — $2B AUM

A mid-size RIA managing $2B in assets was drowning in operational overhead. Their advisors spent more time on compliance documentation, meeting prep, and data entry than on actually advising clients. They’d tried three AI tools before Subatomic. None stuck.

BEFORE SUBATOMIC

• 12+ hours per advisor per week on admin tasks

• Compliance reviews took 3-5 days per quarter

• Meeting prep averaged 45 minutes per client

• 3 failed AI tool implementations

• Staff frustrated, leadership skeptical

AFTER SUBATOMIC

• Admin time cut to under 3 hours per advisor per week

• Compliance reviews completed in hours, not days

• Meeting prep automated — 5 minutes or less

• 4 AI Co-Workers deployed and producing daily

• Team asking “what else can they do?”

“We stopped thinking about AI as software after the first month. These are team members now. They show up every day, they know our policies, and they don’t need to be managed.”

— Managing Partner

How it worked

01

Week 1-2: IQ Phase

Subatomic IQ ingested 15 years of client data, compliance docs, and firm policies. Built the firm’s knowledge foundation.

02

Week 3-4: Concierge + Co-Workers

The AI Concierge was configured as the central coordinator. First two Co-Workers deployed: meeting prep and compliance review.

03

Week 5-6: Expansion

Two more Co-Workers added for client reporting and data analysis. Deep Lens visibility deployed. Full operational AI team live.

CASE STUDY 02

Professional Services Firm — 45 Employees

A growing professional services firm was scaling fast but couldn’t scale their operations to match. Every new client meant more manual work. Their leadership team was spending evenings and weekends on tasks that should have been systematic.

THE CHALLENGE

Client onboarding took 2+ weeks of manual work

Reporting consumed 20% of senior team’s time

Institutional knowledge lived in people’s heads

No consistent process documentation

THE RESULT

Client onboarding reduced to 3 days

Reporting automated — leadership reclaimed 8+ hours/week

Firm knowledge captured in IQ — accessible to entire team

3 AI Co-Workers handling repeatable workflows

“The biggest surprise wasn’t the time savings — it was how quickly the AI Co-Workers understood our business. Within two weeks, they were producing work that matched our standards.”

— COO

What firms are telling us.

★★★★★

“We’ve tried AI before. This is the first time it actually learned how we work instead of making us change how we work.”

Financial Advisory Firm

★★★★★

“The Concierge is like having a chief of staff who never sleeps. It coordinates everything across our AI Co-Workers without us having to manage it.”

Operations Director, Professional Services

★★★★★

“Six weeks from kickoff to a fully operational AI team. We went from zero to four Co-Workers that handle 30% of our operational workload.”

Managing Partner, Consulting Firm

YOUR TURN

Ready to see what AI Co-Workers can do for your firm?

Every firm in these case studies started with a single conversation. No pitch. No pressure. Just a look at what’s possible.

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