Organization
Andwise
Case study
Fiduciary-safe financial planning workflows
Balanced automated guidance with human oversight so recommendations stayed compliant and trusted.
Timeframe
2022–2024
Focus
Redacted, de-identified outcomes
Overview
Case study overview
A redacted summary of the system, constraints, and outcomes.
Summary
Balanced automated guidance with human oversight so recommendations stayed compliant and trusted.
Clinicians wanted actionable guidance without opaque sales pressure or compliance risk.
Problem
Balanced automated guidance with human oversight so recommendations stayed compliant and trusted.
Intervention
Advisory board governance for high-risk routing.
Impact
High-risk recommendations reviewed faster with clearer accountability.
Case study detail
Constraints
- Fiduciary duty and compliance review requirements.
- High-stakes decision anxiety for clinicians.
- Need for transparent ownership in overrides.
Interventions
- Advisory board governance for high-risk routing.
- Human-reviewed plans for sensitive recommendations.
- Plain-language summaries with accountable sign-off.
Outcomes
- High-risk recommendations reviewed faster with clearer accountability.
- Overrides became cleaner with explicit ownership.
- Clinicians reported higher trust in advisory summaries.
Artifacts
- Risk routing matrix and escalation timers.
- Plain-language recommendation templates.
- Override log hygiene checklist.