GPT-4 assistant adopted across wealth management teams
OpenAI in production
Proven with category leaders.
Publicly documented examples of organizations using OpenAI technology. No partnership or endorsement is implied.
Customer-service assistant powered by OpenAI
GPT-4 used across support and developer documentation
JLL GPT brings GPT-4 into commercial real estate
Today’s agenda
Thirty minutes, start to finish.
- 015 min
Discovery
Live questions to understand priorities, constraints and success criteria.
- 025 min
Technical evaluation
Assess feasibility, fit and the realities of your environment.
- 035 min
Value proposition
Connect the proposed solution to what we uncover together.
- 0415 min
Technical deep-dive
Architecture, data flow, integrations, security and authentication.
01 / Overview & key takeaway
Portfolio
intelligence.
Ready to act.
A governed AI operating layer that turns fragmented property signals into clear decisions, cited answers and reviewable action.
Stakeholder takeaway
Your teams already have the data. The advantage is connecting it to the moment a decision gets made.
24/7
access
1
interface
100%
reviewable
02 / End state & key benefits
One trusted layer across the portfolio.
Not another chatbot. A controlled interface spanning operating data, institutional policy and the workflows that move performance.
01
Faster decisions
Move from portfolio signal to an evidence-backed action plan in minutes, not days.
02
One operating view
Unify property data, policy, training and live workflows without another fragmented dashboard.
03
Governed execution
Keep sources, permissions, approvals and audit history visible at every sensitive step.
04
Compounding context
Preserve institutional knowledge so every interaction starts with the right property context.
03 / Demo
See the operating thread.
Synthetic data · no live actions
Lease renewal risk
Oakline Commons · 312 units
Institutional demo notice: Synthetic data only. AI output may be incomplete or inaccurate; review cited source records. No resident, employee, vendor or system action occurs without authorized human approval.Active sources: Resident ledger · Renewal calendar · Work orders · Surveys
Regional VP
Which residents at Oakline Commons are most likely to decline renewal, and what should my team do this week?
Connected intelligence
Resident ledger, maintenance history, survey feedback and renewal calendar searched securely.
4 approved sources · 1.8s
Thompson & Horn AI
I found 18 upcoming renewals with elevated risk. Five residents require outreach today, driven by unresolved work orders, low survey scores and above-market increases. Personalized, policy-compliant messages are drafted for manager approval.
Evidence attached · Human approval required before send