AI Enablement

AI Enablement for Regulated, Multi-System Operations

We help financial services teams take AI from “interesting” to production by embedding it into real workflows, with the integrations, controls, and auditability your business requires.

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A large share of operations work is still triage, routing, and follow-up

AI only creates value when it is implemented with clear data boundaries, human approval where required, and tight integration into the systems your teams already live in. That’s what enablement means.
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AI that’s integrated, governed, and usable by the business

Not pilots. Not demos. Production workflows your teams can rely on, measure, and improve.

What Can We Help With?

AI Readiness and Workflow Shortlisting

We identify the highest-leverage workflows, define what “good” looks like, and produce a delivery plan with data requirements, risks, and success metrics.

Use Case Design with Controls

We design the workflow end-to-end: triggers, approvals, exceptions, handoffs, and audit trail. Human-in-the-loop where required, automation where safe.

Private Copilots and Task Agents

Role-based copilots for ops, service, and revenue teams that draft, summarize, classify, and route work inside your tools, with permissions and logging.

System Integration and Orchestration

AI is not the product. The workflow is. We connect HubSpot to your core systems so actions actually happen, not just “insights in a chat window."

Evaluation, Accuracy, and Monitoring

We implement test sets, acceptance criteria, and monitoring so the system stays reliable over time as data, policies, and workflows change.

Security and Data Handling for Regulated Environments

Clear data boundaries, access control, and deployment patterns appropriate for sensitive customer information and internal operational data.

 

Industry-ready AI use cases

We tailor AI enablement to regulated and data-intensive environments, where workflows are complex and auditability matters.

Integration
Onboarding and Intake Automation

Extract and validate required fields, detect missing items, route exceptions, and create the next-step tasks across teams.

Integration
Service Triage and Case Routing

Classify inbound requests, summarize context, recommend next action, and assign ownership with an audit trail.

Integration
Advisor and RM Workspace Assistant

Draft client communications, summarize interactions, prepare follow-ups, and reduce manual CRM updates.

Integration
Renewals and Ongoing Account Servicing Flows

Detect renewal triggers, generate task sequences, route to the right queue, and keep status synchronized across systems.

Integration
Operational Reporting and Data Hygiene

Automate enrichment, deduping, lifecycle stage consistency, and exception reporting so dashboards become trustworthy again.

Integration
Compliance-Ready Knowledge Assistant

Controlled access to internal policies, SOPs, and approved content so teams get consistent answers without creating new risk.

Integration
Onboarding and Intake Automation

Extract and validate required fields, detect missing items, route exceptions, and create the next-step tasks across teams.

Integration
Service Triage and Case Routing

Classify inbound requests, summarize context, recommend next action, and assign ownership with an audit trail.

Integration
Advisor and RM Workspace Assistant

Draft client communications, summarize interactions, prepare follow-ups, and reduce manual CRM updates.

Integration
Renewals and Ongoing Account Servicing Flows

Detect renewal triggers, generate task sequences, route to the right queue, and keep status synchronized across systems.

Integration
Operational Reporting and Data Hygiene

Automate enrichment, deduping, lifecycle stage consistency, and exception reporting so dashboards become trustworthy again.

Integration
Compliance-Ready Knowledge Assistant

Controlled access to internal policies, SOPs, and approved content so teams get consistent answers without creating new risk.

AI enablement that ships into production

We implement real workflows with measurable outcomes, integrated into your CRM and operating environment, with controls your stakeholders can sign off on.

View Case Study

Production AI Delivery Process

From use case to production, with guardrails and proof.

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Discovery & Prioritization

Pick workflows. Define success.

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Data, Risk & Access:

Set boundaries and controls.

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Prototype With Real Data:

Validate on live scenarios.

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Launch & Monitoring:

Roll out, track, and improve.

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Testing & Validation:

Accuracy, exceptions, audit trail.

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Build & Integrate:

Orchestrate actions across systems.

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  • 1 Discovery & Prioritization:
  • 2 Data, Risk & Access:
  • 3 Prototype With Real Data:
  • 6 Launch & Monitoring:
  • 5 Testing & Validation:
  • 4 Build & Integrate:
icon-3
Discovery & Prioritization

Pick workflows. Define success.

Icon-3
Data, Risk & Access:

Set boundaries and controls.

icon-4
Prototype With Real Data:

Validate on live scenarios.

icon-4
Launch & Monitoring:

Roll out, track, and improve.

Icon-3
Testing & Validation:

Accuracy, exceptions, audit trail.

icon-3
Build & Integrate:

Orchestrate actions across systems.

FAQ

Frequently Asked Question

01

What’s the right first step if we’re early in AI?

Most teams start with a short enablement sprint to identify the workflows that are actually worth implementing and safe to run in production. We map 5–10 candidate use cases, confirm data availability and constraints, define success metrics, and produce a prioritized implementation plan with guardrails and integration requirements.

02

Do you build private copilots and agents, or public chatbots?

We build role-based copilots and task agents that operate inside your business workflows, with controlled access and clear boundaries. If a customer-facing experience is needed, we design it with strict data handling rules and predictable behavior, but the typical value comes from internal operations automation rather than a generic public chatbot.

03

How do you handle sensitive or regulated data?

We design around data boundaries first. That means deciding what data is allowed, what is excluded, where processing happens, who can access outputs, and what gets logged. We also support patterns like redaction, least-privilege access, environment separation, and approval steps for higher-risk actions. The goal is to make the workflow useful without expanding your risk surface.

04

How do you prevent hallucinations from creating operational mistakes?

We don’t treat model output as truth. We design workflows with validation steps, structured outputs where possible, and human approval for high-impact actions. We also define test cases and acceptance criteria up front, then monitor performance post-launch so issues are detected and corrected rather than silently propagating through operations.

05

What does “governance” mean in practical terms?

Governance is the set of controls that makes AI safe to run in production. In practice, it includes defined data boundaries, permissions and access control, logging and auditability, exception handling, approval steps where required, and a process for updating prompts, rules, and workflows without breaking operations.

06

What systems do you typically integrate with HubSpot?

It depends on the workflow, but the common pattern is HubSpot plus one or more core platforms, data sources, and communication tools. We focus on making the workflow execute end-to-end across systems with clear ownership, status synchronization, and an audit trail, rather than creating isolated “AI experiences” that live outside your operating environment.

07

How long do implementations usually take?

A first production workflow can often be delivered in weeks, not months, when the use case is well-defined and the data and integration path are available. More complex environments may require additional time for security review, integration depth, and validation. We typically scope and sequence work so you can ship value early, then expand to adjacent workflows.

08

What do you need from us to get started?

A business owner for the workflow, access to the relevant process context and sample cases, and technical coordination for the systems involved. If data access is sensitive, we work within your constraints and define the minimum required inputs. Clear ownership and fast feedback during validation are what accelerate delivery.

10

Do you provide post-launch support?

Yes. AI workflows need monitoring and iteration as your data, policies, and operating processes change. Post-launch support typically includes performance monitoring, refinement of prompts and rules, exception tuning, and expansion into additional workflows once the first implementation is stable.

What our Customers Say

Shiphero
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Brett Oliveira

ShipHero Sales

stars

qoutes-icon Learners.ai has been an incredible partner for our HubSpot CRM rebuild and integration project. This has been a complex project completely rebuilding our CRM processes and workflows from the ground up while integrating numerous internal and external data sources. They have been incredibly responsive and provided great advice and best practices along the way. I'd definitely recommended working with the Learners team. Thank you!!

Chris G.

Forum Financial Management, LP

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qoutes-icon Love working with the team at Learners! From day one, they really got our business and took the time to deliver a custom solution that our whole team can get behind!

Jamal M

Main Street Financial Solutions

stars

qoutes-icon Learners did a fantastic job of understanding our perspective and at customizing an approach that met our needs, while still bringing much needed experience, structure and vision to our process. They clearly know their stuff when it comes to leveraging automation capabilities for financial services practices. It’s eye opening what automation can accomplish for our practices already, and I firmly believe that any RIA that hopes to stay relevant in the next decade ought to be investing in this critical area of technology NOW!

Cynthia LaRue

Forum Financial Management, LP

stars

qoutes-icon I chose Learners for our CRM implementation because of their experience, CRM expertise, RevOps expertise, competitive pricing, and their focus on customer service. They provided a full audit of our CRM and then a complete overhaul of our CRM, from custom objects & properties, to completely new sales pipelines, workflow automation, lead scoring, reports & dashboards. I would absolutely recommend Learners - they are outstanding and are true experts. They take a true team approach to the project and are very flexible.

Ashley Camire

Owner and Relationship Specialist

stars

qoutes-icon Learners.ai was a breeze to work with. Learners team is genuinely caring people who take their work and customers' projects very seriously... They are calm, friendly and very easy to talk to...Everything coordinated for us was organized, timely and within budget. YOU ARE NEVER ALONE, trying to figure anything out during the entire process. Thank you Learners team!

Brandon Palmer

Digital Marketing Manager

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qoutes-icon Our team is using Learners.ai for a fairly complicated reimplementation of our HubSpot CRM and Marketing Hub. That said, working with them has been wonderful. They're basically a part of the team now! I never have any issues reaching out to them and receiving a reply, and a solution to whatever issue I've discovered. We've been working together for approximately three months and it's been nothing but wonderful. Projects like this are tough and time-consuming, but Learners.ai has continuously been up to the task and handled any and all of our requests. Shout out to Learners team! They've been terrific.

Phil Desrosiers

Corporate Director

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qoutes-icon I have relied heavily on the team at Learners for the implementation of the new system. The configuration of HubSpot to meet our needs at my company has been a real game changer and we've already seen the results pay for themselves even before we've completed the project. They've gone above any beyond to provide expert advice and jump in when we've run into unexpected challenges. Should you decide that an integration team is the right fit for your growth plans at, I can confidently say with Learners you would be in good hands.

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Bring a workflow, a constraint, or a goal. We’ll help you identify what’s feasible, what’s worth doing first, and what it takes to ship safely.

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