Client Report Delivery Time Reduced by 60%
Accelerating Client Delivery with an Enterprise AI Assistant
背景与挑战
璟知科技解决方案
JingMind Technology deployed a consulting-specific AI assistant customized for the firm, covering the core stages of the project lifecycle:
Automated Information Gathering & Organization — Connected to regulatory databases, industry report platforms, and corporate announcement systems. Consultants provide a research direction, and the system completes multi-source information gathering, deduplication, classification, and structured organization within 30 minutes, outputting a ready-to-use reference package.
Interview Recording & Analysis — Supports audio-to-text transcription with automatic generation of interview summaries and extraction of key insights and action items, seamlessly linked to the knowledge base so insights from multiple interviews can be tracked and compared across engagements.
Report Framework & First-Draft Generation — Based on the project background and research findings, AI automatically generates a report table of contents and section-by-section first draft. Consultants add judgment and deepen insights within the framework rather than starting from a blank page. Branded layout templates reduce formatting time.
落地成果
The two most time-consuming steps — information gathering and report writing — are dramatically compressed
Low-value tasks automated; consultants freed from time pressure
Faster delivery and deeper content drive a clear improvement in Net Promoter Score
Efficiency gains increase the firm's overall capacity by nearly 70%
“We did not lower the bar for our consultants — we let AI take on the work that high-caliber consultants should never have been doing. Now consultants finally have time to think deeply, and the insight density in our reports is noticeably higher. This is what consulting should look like.”
— Chief Executive Officer
项目实施周期
Consultant workflow research; define AI integration points
Data source integration; information gathering module goes live
Interview assistance and report generation features developed
Company-wide launch and training; continuous iteration and optimization