From Chat Function to AI Agents
How a Returning Participant Turned 3–5 Days of Data Extraction Into One Day of Reviewing
Industry
Wealth Management
Role
Wealth Management Professional | Returning Participant
Project
Mastering Agentic AI
Date
September 2026
The Challenge
AI Use Had Plateaued: Chat Was No Longer Enough
Data extraction: pulling financial information from sources and processing it, was consuming 3 to 5 full working days per cycle, a structural bottleneck.
After her first Klicco session, Wei Ying had moved from chat to agents, but had not yet explored CoWork or the deeper automation layer.
The capability to build specific skills and automate them, the CoWork functionality, was the next layer she needed but had not yet reached.
The Solution
Mastering Agentic AI: Klicco Academy
CoWork: The Missing Layer Unlocked
The CoWork capability: building skills and automating them, was the specific thing Wei Ying came back for. She learned it, applied it, and left transformed.
Data Extraction: 3–5 Days to 1 Day
Data extraction that consumed 3 to 5 working days is now handled by AI, with Wei Ying spending one day reviewing. Her role shifted from doing to verifying.
3 Working Days Per Week Reclaimed
Estimated 3 working days per week of recoverable time: returned to client-facing work and higher-value wealth management activity.
A Changed Way of Thinking About Work
The CoWork session changed how Wei Ying thinks about her work: not just what she can do faster, but how the entire workflow can be redesigned.
Project Timeline
First Session
Moved from chat function to AI agents
September 2026
Returned for CoWork: skills built and automated
After
3–5 day extraction now takes 1 day of reviewing
The Results
Data Extraction: 3–5 Days Down to 1 Day of Reviewing
3–5→1 day
Data extraction time
3 days/week
Recoverable time
CoWork
Capability unlocked
Returning
Came back twice
"Data extraction used to take at least 3 to 5 days of work. Now I just spend one day reviewing. The CoWork part changed the way I think about my work, and I came back for exactly this."
Wei Ying, Wealth Management Professional | Returning Klicco Academy Participant
Technology Stack
Ready to Go Beyond Chat?
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