Case Study
Redomiciled is an international banking consultancy in Hong Kong, connecting internationally mobile clients and businesses to more than 170 banking and financial partners across 48 jurisdictions.
Services
Workflow & CRM Integration
Document Processing
Industry
International Banking
Company Size
10 Employees
Timeline
6 Months
January 2026
Redomiciled
"We work with more than 170 banking partners around the world, so it is important that our clients get visibility across the full network rather than just a handful of institutions. Silvercrest AI essentially connects our entire banking network through one channel."
William Denton
Founder & Head of Partnerships · Redomiciled
The assessment
Before building anything, we ran an AI opportunity assessment across Redomiciled's client journey. We interviewed the founders, mapped every step from first enquiry to bank onboarding and marked each point that depended on manual follow-up, memory or copy and paste. The map made the bottleneck visible: matching each client to suitable banks ran through one person, across messaging apps, email and spreadsheets. We placed eleven opportunities on an impact and effort matrix. Three quick wins stood out, led by client-to-bank matching, followed by a central client record and automatic CRM updates. The assessment closed with a validated process map, a return estimate and a 90-day roadmap that the team signed off before the build began.
The challenge
Knowledge of which bank suited which client lived in the founder’s head, inbox and spreadsheets. Each enquiry went to only a few institutions, leaving most of a 170-plus partner network unused. Our role was to build around that banking relationship model: anonymise the client profile, reach relevant partners through one channel and bring their responses back before the first client meeting.
The approach
The client profile is anonymised and distributed across the relevant partners through a single channel, so institutions can assess the opportunity and bid for the business without sensitive details being shared upfront. The answers come back before the first client meeting, which means options and reasons replace research.
From enquiry to prepared options
The workflow keeps the founder's judgement where it matters and takes the chasing out of everything around it.
The intake form, the verification call and the founder's notes become one structured, anonymised client profile, stored with the client record.
The profile is matched against the partner database and a personalised enquiry is drafted for every relevant institution. Nothing goes out before the founder approves the list.
03
Replies are collected and followed up automatically, then narrowed to the strongest options, each with a short summary for the client meeting.
The founder stays in control
Every enquiry passes a human approval step before it reaches a bank, and client details stay anonymous until an institution shows interest.
At a glance
From a customer enquiry to suitable banking options, with approval before outreach.
The details
What we built
A central client record that replaces separate spreadsheets and chat threads
A profile step that combines the intake form, call notes and the call transcript into one structured, anonymised profile
A partner database holding each institution's focus and contact route
Personalised enquiries drafted for every relevant partner and sent only after approval
Automatic follow-up and structured collection of replies
A short summary per option, ready before the client meeting
How the project ran
Weeks 1 to 3: AI opportunity assessment, process map, prioritisation and roadmap
Months 1 to 2: client record, partner database and profile step
Months 3 to 4: enquiry drafting, approval step, follow-up and reply handling
Months 5 to 6: run-in with live enquiries, refinements and handover to the team
The Results
What changed for the team
The full partner network is reached on every client enquiry
Client details stay anonymous until an institution shows interest
Options and reasoning are ready before the first client meeting
About a third more clients a month with the same team
The system paid for itself within the first quarter
See a similar opportunity in your team?
We look at your process, your systems and the result you need. Then we agree a sensible first step, from assessing the opportunity to building and supporting it.
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