Peachtree Financial Advisors

Peachtree Financial Advisors has been serving Atlanta's business community for over 15 years. Based in the heart of Midtown, Jennifer Chen and her team manage portfolios for some of the city's most successful entrepreneurs and executives.

But success brought complexity. Each client had unique reporting needs, multiple accounts, and high expectations for personalized service. Jennifer's team was excellent at strategy but overwhelmed by the administrative burden.

"We were spending more time on spreadsheets than on actual financial planning," Jennifer explains. "Our clients were paying for expertise, but we were stuck doing data entry."

The transformation started with Tuesday AI's CFO dashboard. Instead of pulling data from five different platforms manually, everything now flows into a single, real-time view. Client reports that took 3 hours to compile now generate automatically in minutes.

But the real breakthrough was in client communication. The AI system now handles routine inquiries, appointment scheduling, and follow-up reminders. When a client emails asking for a quick portfolio update, they get a response within minutes—not the next business day.

"Our clients think we hired three new people," Jennifer laughs. "In reality, we just work smarter. The AI handles the routine stuff so we can focus on high-value strategic advice."

The numbers tell the story: 30% improvement in profit margins, 98% client retention, and a team that finally has time to grow the business instead of just maintaining it.