Archway Capital’s relationship managers were spending 3 hours preparing for every client meeting, reading fund reports that should have taken 20 minutes, while clients were paying for advice, not preparation.
Archway Capital Advisors runs a boutique wealth practice out of DIFC, managing portfolios for around 340 high-net-worth clients, mostly GCC nationals, UAE-based expats, and a growing base of South Asian and European investors. Their 11 relationship managers were, by every measure, experienced and client-focused. The problem was time.
Each quarter, the team received fund updates, macro reports, product notes, and regulatory disclosures from over 30 fund managers and product providers. Every document came in a different format, used different risk terminology, and required interpretation before any of it could be communicated to a client. A relationship manager preparing for a morning of client meetings might spend the previous evening working through 60 to 80 pages of documentation, just to find the three things each client actually needed to know.
Nadia Rashid, Archway’s Head of Client Advisory, described the situation during our initial consultation: “We have excellent advisors who are spending half their working hours doing work that doesn’t require their expertise. That’s expensive for the firm and it’s not great for clients either.”
There was also a compliance dimension. Archway had no consistent record of what had been communicated to which client about which product or risk. If a regulator asked, someone would have to search through email threads going back months.
The build started with a 2-week knowledge architecture engagement. We worked with Archway’s compliance officer and two senior advisors to map the firm’s risk framework, communication standards, and the 30+ fund providers whose documentation the team worked with regularly.
We then built a private RAG (Retrieval-Augmented Generation) AI system loaded exclusively with Archway’s own approved materials, fund fact sheets, product notes, internal playbooks, historical client communication templates, and risk rating guides. The system has no access to the internet and no connection to external financial databases. Every answer it produces is referenced back to a specific document in Archway’s own library.
We built a clean query interface accessible to all 11 relationship managers. Before any client meeting, an advisor types a plain-language question, “Summarise Q1 performance for the Emerging Markets Balanced Fund for a conservative client”, and receives a structured, compliant, client-ready summary in under 30 seconds. The output language, tone, and risk framing are calibrated to Archway’s standards, not a generic template.
Build time was 8 weeks. The system went live on 6 January 2025.
Meeting preparation time was the most immediate change. Advisors who had been spending evenings reading reports were now spending 15 to 20 minutes querying the system and reviewing outputs before any client interaction. The quality of those meetings improved, advisors arrived with sharper, more specific narratives rather than general summaries.
The compliance improvement was equally significant. Within 60 days of go-live, Archway had a complete queryable record of every client communication supported by the system, something that had not existed before in any structured form.
Nadia’s feedback at the 60-day review: “The junior team now handles calls I would have had to join previously. The consistency is something I didn’t expect to notice as quickly as I did.”
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