The work speaks for itself.

Production warehouses live in the UK, USA and Canada powering daily executive reporting, a targeting model with a 7.86x lift over baseline, and AI agents deployed inside the business.

Around 5,000 coverage records and more than 6,000 contact records now live in one structured CRM, a library of more than twenty bespoke Claude skills handles the agency's repeatable work, and a seniority-tiered rollout has taken the platform to all four offices.

About 98% of acquisition spend is now attributed to real orders, revenue recognition is automated and reconciles exactly to the finance workbook, and leadership reporting runs from one governed warehouse instead of manual spreadsheets: real-time numbers for leadership, sharper strategic decisions across the whole team, and far less effort to produce them.

Roof has been live on mortgageable.co.uk since May 2025, extended with appointment booking into advisor calendars, specialist-case routing and rate lookup, plus a WhatsApp extension that engages new leads the moment they enter the CRM.

The testing framework is live as the baseline for all new development on the core commercial flows, the security baseline is deployed, engineers have been trained hands-on, and the AI enablement programme is rolling out across the business.

The scoring API is live in production, every lead is scored into one of ten deciles as it arrives, and Resi is running a validation window on live data before switching call-routing decisions onto the model.

Eight KYB due diligence checks run automatically on every in-scope SME onboarding case, delivered from kickoff to full release in around seven months, with no customer personal data persisted by the system.

The partnership demonstrated that generative AI can accelerate regulatory content generation and retrieval for financial services consulting, with 4most publicly reporting promising initial results.

A governed AI platform is live across the firm, with information barriers respected from day one, roughly one in five colleagues trained as AI Pioneers, and the data layer connecting AI to the bank's systems now in build.

The aftercare agent resolves 48% of inbound without a ticket, and the solar agent auto-drafts around 70% of a project manager's certification paperwork.

Phoenix now monitors 100% of its 700+ IAR network monthly instead of quarterly, without adding compliance headcount, with the agent owned and hosted by Phoenix on its own infrastructure.

The proof of concept generated specific, well-grounded feedback responses across ten real candidate cases, demonstrating that the generic rejection email is a solvable problem with the data recruitment firms already hold.