📌 Demonstration Case Study
This case study was built as a capability demonstration for Creative Planning's February 2026 pitch meeting. The system architecture, timeline, and outcomes represent a realistic engagement model—but this is a proposed project, not a completed engagement. View the live demo at meridian.athenamade.co.
Demonstration Case Study / Creative Planning
This demonstrates how Ghost would approach a top-tier wealth management modernization project—moving from strategy to pilot in nine weeks with AI-native delivery that ties execution directly to retention and wallet-share outcomes.
Planning conversations varied heavily by advisor, critical client signals were trapped across disconnected systems, and the compliance review process forced expensive handoffs. Leadership had strategic intent, but no delivery model that could create consistency at enterprise scale without adding headcount.
Ghost built a compliance-aware creative planning system: standardized planning narratives, AI-assisted meeting prep, and risk-guardrailed response templates. Every workflow was tied to measurable KPIs and shipped in fixed milestones with executive readouts each week.
The pilot program materially improved planning consistency, advisor productivity, and executive confidence. Most importantly, the client experience shifted from transactional account reviews to proactive goal-based planning sessions that protected high-value relationships and unlocked expansion conversations.
42%
increase in client planning session completion
31%
faster turnaround from intake to advisor-ready plan
$14.2M
projected annualized retention-protection impact
9 weeks
from kickoff to production pilot
Weeks 1-2
Executive alignment, KPI baseline, and channel workflow mapping.
Weeks 3-4
Narrative and journey architecture drafted for advisor and client touchpoints.
Weeks 5-7
AI-assisted planning flows, governance rules, and compliance patterns implemented.
Weeks 8-9
Pilot launch across three regional teams with instrumentation and coaching playbooks.
Build your version of this result
If your team is stuck between strategy decks and execution risk, Ghost can map outcomes, milestones, and expected ROI before you commit to a full engagement.