Case Studies

Real results. Real impact.

How our clients use AI and automation to simplify workflows, scale faster, and unlock growth.

Every project begins with one goal: helping our clients do more with less.

Here's a glimpse of how we've helped businesses transform through automation, control, and intelligence.

Streamlined broker reconciliations and structured product trade capture using Vertical AI.

Outcome: 82% faster processing, tighter payment controls and improved compliance visibility.

Developed a bespoke Sales Agent AI AUTOBOT, fully integrated with the company's CRM to re-engage cold leads and automate sales outreach.

Outcome: 4,533 leads contacted in three days with a 10% sales-conversion uplift.

Automated online bookings and service scheduling with a fully integrated payment system.

Outcome: 5× faster appointment-booking cycles.

We share detailed case studies on request.

If you'd like to see what's possible for your business, contact hi@coglateral.ai.