AI-DrivenOperational Growthfor Your Firm
From Vision to Value: Scaling Success Through AI
We architect and deploy AI systems that automate workflows, multiply advisor productivity, and eliminate operational drag. Your firm grows faster and more profitably than the competition.
Erica Dresslar
Executive AI Growth Strategist
Former Director, Global Consulting | San Francisco
Built for the Firms That Refuse to Stand Still
Erica Dresslar is an Executive AI Growth Strategist and former Director at a global consulting firm in San Francisco. She has spent the last decade advising executive teams at Fortune 500 companies and growth-stage firms on where to find high-value opportunities, how to build scalable operations, and what it takes to turn strategic vision into operational reality.
Now she brings that same discipline to the firms that need it most: wealth management agencies and financial advisors navigating the AI landscape without a clear roadmap. AI Paragon Consulting does not sell technology. We architect outcomes — measurable gains in advisor productivity, client experience, and operational margin through purpose-built AI implementations your team will actually use.
"The firms that move now don't just adopt AI — they compound their advantage. Every quarter you wait, the gap widens."
AI Solutions for Wealth Management and Financial Services Firms
Purpose-built AI implementations that drive operational efficiency, elevate client experience, and scale advisor capacity without scaling costs.
Advisor Workflow Optimization
AI copilots and assistants embedded in advisor workflows — handling meeting transcription, post-meeting admin, automated CRM updates, client communication drafting, and client and portfolio data summarization. Reclaim hours every week and focus on what moves the needle.
Operations & Client Servicing Automation
Workflow orchestration tools that integrate directly with your CRM and document management systems. Automate onboarding, account servicing, performance reporting, and data entry across platforms — reducing manual effort and eliminating costly errors at scale.
Marketing & Content Generation
Marketing automation tools purpose-built for wealth management — producing thought leadership content, client newsletters, social media management, and personalized email campaigns at scale. Stay top of mind with every client segment without adding headcount to your marketing function.
Advisor Enablement & Knowledge Base Q&A
An internal, searchable research assistant and conversational knowledge base built on your firm's approved SOPs, policies, client scripts, templates, and presentations. Deliver step-by-step guidance and standardized workflows at scale — instantly and consistently, across every advisor on your team.
Proactive Client Service Communications
A trigger-based messaging engine that drafts compliant, client-ready communications and personalized updates automatically — reducing inbound spikes, improving response times, and creating a consistent, high-touch client experience across every advisor in your practice.
Client Review & Reporting
Automated client review preparation and reporting workflows that generate personalized portfolio summaries, performance narratives, and meeting-ready materials — pulling live data from your custodians and CRM. Deliver polished, branded reports in minutes rather than hours, at any scale.
Why Firms Choose Us Over Generic AI Vendors
We do not sell tools. We build competitive advantage.
Human-First Implementation
The best AI strategy fails if your team won't use it. My focus is adoption, not just deployment.
Enterprise Expertise, SMB Accessibility
Fortune 500 rigor and frameworks made accessible to growing firms—proven methodologies adapted to your budget, pace, and culture.
Systemic Integration, Not Siloed Tools
Build interconnected systems that work across teams—from client experience and operations to marketing and compliance.
Measurable Outcomes Over Optics
Every engagement is anchored in ROI, efficiency gains, and measurable business goals—not vanity metrics.
End-to-End Strategy and Execution
Our team architects, implements, and refines the AI solution until you see results - from design to deployment and ongoing optimization.
Proof in Practice
AI in Action: Leading Wealth Management and Financial Advisory firms are already seeing transformative results.
The following are independently published case studies from major financial institutions. They are presented as industry examples of AI adoption and do not represent client engagements or guaranteed outcomes.
In 2026, the advantage goes to firms that move strategically — because capability compounds: data improves, teams learn, processes redesign, and outputs accelerate.The question is not whether your competitors will adopt AI. The question is whether they already have.
AI @ Morgan Stanley Assistant
Advisor copilot that turns 'search' into instant, compliant answers.
OpenAI-powered internal assistant achieving 98% daily adoption among advisor teams, jumping document access from ~20% to 80%.
AI @ Morgan Stanley Debrief
Meeting-to-follow-up automation for advisors.
Generates meeting notes, action items, and draft follow-up emails, then saves directly to Salesforce—eliminating post-meeting admin work.
WorkFusion Intelligent Automation
Onboarding automation that cuts cycle time and saves $1M+.
Account application processing with 80% reduction in overall processing time, 10% straight-through processing, and 90% handled in ~20 seconds.
WorkFusion 'Evelyn' AI Agent
AI agent slashing false-positive workload in financial crime screening.
Automated entity data matching for perpetual screening across sanctions, PEP, and watchlist alerts with 70% overall reduction in manual effort.
Customer Lifecycle Management
KYC automation cutting handling time and freeing thousands of hours.
Intelligent automation transforming KYC-style screening work, handling ~25K cases per quarter with tens of thousands of hours saved annually.
Microsoft 365 Copilot
Copilot that turns documentation into a speed advantage.
Advisors complete client documentation 4x faster, employees save ~2-3 hours per week, and 96% of users found Copilot useful for simplifying tasks.
The AI Profit Growth Engine
Three engagement tiers, one outcome: measurable profit growth for wealth management and financial advisory firms at every stage of AI maturity.
AI Strategy Sprint
Get clarity on your AI opportunity and a roadmap to action.
- Strategic Insight Call: 60 Minutes
- Workflow Assessment: Half Day or Full Day
- Business Goals and Gaps Analysis
- Customized AI Growth Plan Roadmap
Growth Engine Partnership
Full-service AI implementation with hands-on execution.
- End-to-End Project Management
- AI Solution Design and Architecture
- Implementation, Testing, and Validation
- Team Training and Change Management Support
- 90-Day Performance Optimization and Refinement
Executive Acceleration Advisory
Strategic leadership for scalable AI transformation.
- Executive Workshops and Strategic Alignment Sessions
- Multi-Department Use Case Prioritization and Roadmapping
- Organizational Change Management Strategy
- Cross-Functional Training for Adoption at Scale
- Quarterly Strategic Reviews and Performance Optimization
Not sure which tier is right for your firm?
From Vision to Value
A disciplined, six-phase methodology that moves your firm from strategic clarity to operational advantage — with measurable results at every stage.
Discovery and Assessment
Comprehensive evaluation of your current operations, AI readiness, and strategic opportunities to identify high-impact areas.
Strategy and Planning
Develop a prioritized roadmap with clear use cases, value mapping, ROI frameworks, and budget planning aligned to your goals.
Design and Architecture
Technical design leveraging optimal AI tools, LLM frameworks, and integration patterns tailored to your existing systems.
Implementation and Integration
Hands-on deployment with rigorous testing, validation, and seamless integration into your existing workflows.
Adoption and Change Management
Comprehensive training, stakeholder engagement, and change management to ensure your team embraces the new capabilities.
Ongoing Optimization
Continuous improvement, performance monitoring, and strategic refinement to maximize your AI investment over time.
Questions Executive Teams Ask Before They Commit
Ready to get answers specific to your firm?
Uncover Your Business Potential
Schedule a 15-minute strategic insight conversation to understand your needs. We'll explore your opportunities, goals, and how we can help you achieve measurable results.
Strategic Insight Conversation
15-minute strategic insight conversation to understand your needs