See case studies across Credit, Insurance and Wealth.

Customer need

A prospective client needs advice but does not know which service or team to contact.

What Scale does

Scale checks the client’s needs against approved service criteria, explains the match and asks for consent to connect them.

How it expands

Begin with service explanation. Add matching, routing, onboarding and ongoing service in AI.

Customer need

Retirement, estate, business and protection needs often appear in the same conversation.

What Scale does

Scale organizes the client’s questions into a short brief for an advisor to review.

How it expands

Begin with a meeting brief. Add onboarding, review preparation and ongoing service in AI.