Maquette Advisor

_Overview

• Name: Maquette Advisors‍
• Industry: Financial Services Consulting‍
• Location: Kansas City, MO‍
• Stage: Boutique Advisory Firm‍
• Overview: Maquette Advisors is a boutique regulatory consultancy and technology firm delivering compliance, consumer protection, and risk-management services. They combine big-firm expertise with agile, tailored solutions provided by a team of former regulators, bankers, and entrepreneurs.

_Challenge

• Auditors were spending significant hours manually reviewing client policies during audits.
• The process required line-by-line comparison against best-practice templates—tedious, error-prone, and resource-intensive.
• This workload consumed valuable time and mental energy that could have been devoted to higher-value client work.
• Manual reviews made it difficult to scale operations or maintain efficiency without adding headcount.
• Maquette turned to Atlantis, having already trusted Nick and the team on previous projects, to design a smarter, technology-driven solution.
• Timeline constraint: the tool needed to be designed, built, and iterated in just five months.

_{Our Approach}

• Conducted a deep-dive discovery to map existing audit workflows and identify key pain points.
• Defined solution requirements and success metrics in collaboration with Maquette’s leadership.
• Designed a clickable prototype and gathered real-time feedback from the audit team.
• Developed and deployed a production-ready AI-powered tool to automate policy reviews.
• Maintained a highly collaborative, iterative process, ensuring the solution integrated seamlessly with day-to-day operations.

Services Delivered

• Strategy & Solution Scoping
• UX/UI Design
• AI Automation Tool Development

Process

1. Discovery & Workflow Mapping
2. Solution Scoping & Requirements Definition
3. Prototype Design & User Testing
4. Full AI Tool Development & Rollout

_{Key Deliverables}

• AI-powered audit assistant that:
  
  • Compares client policies against idealized templates
  • Instantly identifies gaps and discrepancies
  • Generates actionable reports for auditors
• A streamlined tool that cut repetitive work and allowed the team to focus on higher-value client engagement.

_Results

• Reduced audit hours by 40%, dramatically increasing efficiency.
• Freed Maquette’s audit team to focus on strategic, higher-value work instead of repetitive manual reviews.
• Built a scalable foundation to support future growth without additional headcount.