Hoxton Wealth
Wealth Management

Hoxton Wealth

International financial advisory firm enhances engagement using AI analytics, Docker infrastructure and SQL data centralisation for real time insights and compliance ready reporting.

AIMLLLMAnalyticsDockerApachePHPReactSQLFinanceData CentralisationContact Platform
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The Challenge

Hoxton Wealth provides bespoke financial advisory services for globally mobile professionals and high net worth clients. With expansion across multiple regions, the existing contact platform and analytics visibility were inconsistent, impacting customer engagement and operational efficiency.

Key Challenges

01

Irregular customer contact rates across global regions and channels

02

Long agent wait times and inefficient queue management

03

Manual time zone allocation increased administration workload

04

Data fragmented across CRM, campaign and reporting tools

05

Limited visibility of agent performance, campaign data and contact conversion

The Solution

We designed and deployed a full analytics architecture leveraging AI, ML and containerised systems to unify contact management and provide real time performance metrics.

Key Features

Core functionalities we implemented

  • Automated time zone management and contact routing logic for localised engagement

  • SQL data warehouse consolidating contact, campaign and agent data for analytics

  • Dockerised analytics server integrated with Apache and PHP for secure data access

  • React dashboard visualisations built for campaign, performance and compliance teams

  • LLM based summarisation and tagging of contact transcripts to classify sentiment and intent

  • Machine learning scoring predicting contact success and agent throughput based on historical data

Development Process

Step-by-step implementation

  • 1

    Discovery phase analysing CRM integrations, SQL schema and existing queue flows

  • 2

    Redesign of data model and event streaming pipeline for high volume ingestion

  • 3

    Containerisation of analytics stack using Docker Compose for modular deployments

  • 4

    Implementation of React dashboards for real time analytics and reporting

  • 5

    Integration of ML models for performance prediction and contact priority scoring

  • 6

    User training, workflow documentation and change enablement sessions

The Results

The AI enabled analytics infrastructure improved engagement rates, reduced inefficiencies and provided Hoxton Wealth with transparent data-driven decision making.

19%

Increase in Contact Rate

Automated routing and AI informed scheduling improved regional contact success across time zones.

29%

Reduction in Agent Wait Time

Optimised queue algorithms and performance metrics reduced idle time and improved throughput.

Operational

Efficiency Gains

Reduced manual scheduling and administration through AI automation and unified workflows.

Centralised

SQL Data Warehouse

All interaction, campaign and agent performance metrics unified into one secure platform.

Real

Time Analytics with Docker

A containerised Apache PHP stack provided clear, scalable and secure access to live data metrics.

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