1 Hour of Work Into 10 Minutes
A Senior Financial Services Consultant with 5 years of experience went from clueless about Claude to AI-powered — reducing bank statement analysis by 6x, building a personal AI assistant, and recovering 5–10 hours per week while producing higher-quality client deliverables.
Industry
Financial Services
Business Type
Senior Financial Services Consultant | 5 Years Experience
Location
Singapore
Course
Mastering Agentic AI — Klicco Academy, May 2026
The Challenge
Curious About AI — But Without a Way to Apply It to Financial Work
Bank statement analysis took 1 hour per client per month — a recurring, high-frequency task that, with multiple clients, compounded into significant weekly hours lost on manual data review.
Client proposals and portfolio blueprints were fully manual — every proposal required building from scratch: gathering data, structuring the analysis, formatting the output. Without AI, there was no shortcut to producing the detailed, high-quality documents clients expected.
Scheduling and data organisation were handled entirely manually — adding administrative overhead to a role already demanding in client-facing work and in-depth analysis.
5–10 hours per week were being lost to slow manual tasks — across analysis, proposals, scheduling, and client follow-up, hours that could have gone back into client relationships and business development.
The Solution
Mastering Agentic AI — Klicco Academy
AI Assistant Built for Financial Workflows
Zahin built a personal AI assistant during the session — a specialised tool designed around his specific financial consulting needs, handling scheduling, data organisation, and analysis at a level he described as taking things to the next level.
Bank Statement Analysis: 1 Hour to 10 Minutes
A recurring, time-consuming task was transformed live during the workshop. Monthly bank statement analysis that previously took a full hour was completed in 10 minutes — a 6x improvement in a single session.
Framework for High-Quality Client Deliverables
The workshop showed Zahin how AI can elevate the quality of client-facing materials — not just produce them faster. Proposals, portfolio presentations, and in-depth analysis can now be produced to a higher standard with AI assistance.
Scheduling and Data Organisation System
Zahin identified scheduling and data organisation as immediate targets for AI — moving two persistent administrative drains into an AI-managed system, described as the CEO with employees model.
Project Timeline
Before Workshop
Curious about AI but with limited exploration; bank statement analysis taking 1 hour; proposals and portfolio blueprints fully manual
May 2026
Attended the full-day hands-on Mastering Agentic AI workshop facilitated by Abdul Adzhim at Klicco Academy, Singapore
During Session
Built personal AI assistant; reduced bank statement analysis from 1 hour to 10 minutes live; learned the CEO-with-employees AI framework
Post-Workshop
5–10 hours per week identified for recovery; higher-quality client deliverables now achievable with AI assistance
The Results
Numbers That Matter
10 Min
Bank Statement Analysis (was 1 hour)
6x
Reduction in Analysis Time
5–10 hrs/wk
Time Identified for Recovery
Higher Quality
Client Deliverables with AI
"Before today I was clueless about Claude. Now I understand. I get to provide and produce high quality content and presentation to clientele, as well as in depth analysis on everything — for clients and for myself."
— Zahin, Senior Financial Services Consultant · Mastering Agentic AI, Klicco Academy · May 2026
Technology Stack
Stop losing hours to manual analysis.
Join Mastering Agentic AI and build an AI assistant that handles the repetitive work — so you can focus on your clients, not your spreadsheets.
Book Your Free Discovery Call