An AI automation platform that took 85+ recurring tasks off the team, compliant GenAI content, and the attribution model leadership uses for budget decisions.

The mandate

Wealth Enhancement Group runs seminars, webinars, and paid media for a B2C wealth-management audience in a FINRA-regulated environment. The marketing team was spending much of its week on recurring operational work, reporting lived in manually maintained spreadsheets, and the question that mattered most (which channels actually produce new clients) had no reliable answer. The constraint was operational and analytical, and every piece of prospect-facing content had to clear compliance.

What I built

An AI marketing-automation platform.

• 90+ scheduled jobs covering seminars, webinars, paid social, and reporting
• 85+ recurring tasks taken off the marketing team and an outside contractor
• Each automation run end to end: problem framing, testing, rollout, and a clear keep/retire decision on the manual task it replaced
• CRM integrations guarded by gated writes and 600+ automated tests protecting production data

Generative-AI content with compliance built in.

• Pipelines for ad copy, webinar invites, blog drafts, and event creative
• Every prospect-facing asset passes an automated compliance screen, a human sign-off gate, and an audit log
• Brand-voice and disclosure rules defined up front, so AI output is reviewable rather than a black box

Closed-loop attribution and reporting.

• A multi-channel attribution model tying paid search, seminars, webinars, and digital ads to new-client outcomes, with auditable matching rules and deduplication
• GA4, Search Console, Meta, LinkedIn, YouTube, HubSpot, Salesforce, and ClickMeeting unified into a weekly cross-channel view and a quarter-over-quarter executive dashboard

Outcome

• Leadership makes budget decisions from one attribution model instead of disconnected channel reports
• ~6 hours / week of manual spreadsheet reporting eliminated
• Recurring marketing operations run on schedule without manual queueing
• Generative AI adopted in a regulated setting with an audit trail, not around compliance

Notes

Specifics about the firm are intentionally light. I can walk through the architecture, governance model, and methodology in a call.