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
3 Months
January 2026
One enquiry. The right banking relationships.
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
The challenge
A network of more than 170 banking partners, and every client only ever saw two or three of them.
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
Instead of predicting which bank would say yes, we built a way to ask all of them at once.
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.
The Results
Redomiciled now puts its entire partner network behind every enquiry instead of a handful of institutions. The founder is no longer in the middle of every mandate, and client meetings start with prepared options.
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
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