Client: Winners Group, a multinational financial institution operating in 6 Central European countries. 

The Challenge

As a respected financial institution, Winners Group revolutionized the market with its specialized "Winners Concept." However, scaling their unique model across multiple countries presented a challenge: maintaining a consistent, objective, and professional standard for every client solution. The firm wanted to eliminate "unprofessional subjectivity" and administrative burdens from its expert advisors, allowing them to focus on high-value client relationships and complex advisory tasks.

The Solution

Winners Group, together with Nettle, developed and deployed Pytagoras, an internal AI-powered digital tool. Inspired by mathematical precision, Pytagoras acts as a conversational AI avatar that assists brokers and financial advisors by:

• Automating Administration: Efficiently managing administrative tasks and processing contract checks.

• Ensuring Objectivity: Using a standardized, intelligent analysis to create client solutions, removing individual bias.

• Freeing Up Experts: Allowing the firm's specialized human experts in lending, corporate finance, and insurance to focus on deep, strategic advice and client relationship building. 

The Results

By integrating Pytagoras into their workflow, Winners Group transformed its operational efficiency and service quality. The AI tool has become a foundational element for scaling their specialized consultancy model.

• Efficiency Gains: Achieved time savings for advisors, redirecting focus to personal growth and complex client needs.

• Scale & Consistency: Delivered "Winners Solutions" with a uniform, high standard of objectivity and professionalism.

• Process Integrity: Processed contract checks accurately, minimizing errors and ensuring compliance. 

What Winners Group Says 

"Pytagoras has allowed us to fully live our 'Winners Concept.' It handles precision and process, so our human experts can focus on what they do best: building relationships and providing deep, specialized financial strategy. It's the specialist for our specialists." – Andrej Deďo, CEO, Winners Group