Embedded deployment with the full advisory team—custom AI tools that shortened planning cycles and improved coordination.
International Money Matters (IMM) delivers high-trust financial planning services to a growing client base. As demand increased, advisory teams were spending disproportionate time on repeatable analysis, manual data handling, and internal coordination—time that could otherwise go toward client relationships and quality of advice. IMM needed more than off-the-shelf software. They required AI capabilities mapped to how planners actually work: across research, modelling, client conversations, and handoffs between specialists. Leadership wanted measurable gains in planner productivity without compromising compliance, auditability, or the human judgment central to financial advice.
Futurelab Studios ran a Forward AI Deployment engagement—working inside IMM with leadership and delivery teams to map workflows, prioritise use cases, and ship production-ready tools rather than isolated proofs of concept. We co-designed and built a suite of customised AI applications, each anchored to a specific job-to-be-done within the planning lifecycle.
The engagement shifted IMM from exploratory AI interest to operational AI capability embedded in how teams plan, coordinate, and serve clients.
We aligned IMM leadership on a practical measurement frame from the start of the engagement—focusing on operational indicators leadership could review monthly, not vanity metrics.