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Boosted investor engagement by 320% with Teamlex’s AI-powered assistant for Axevil Capital

Executive summary
Axevil Capital is a global investment platform focused on late-stage investment opportunities.
The company specializes in providing sophisticated investment solutions while maintaining a personalized approach for individual and institutional investors. As their investor base expanded, Axevil needed to scale advisory services without compromising on personalization or compliance.
Industry
Financial Services
Location
Global
Investors
Private
"The AI investment assistant developed by Teamlex has transformed how we serve our investors. The 320% increase in engagement and 65% reduction in support workload exceeded our expectations, making this partnership invaluable for our growth."
Alexander Ivanov
CEO & Co-founder, Axevil Capital
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The challenge

Scaling a high-touch investment advisory service was the key barrier to Axevil's growth. The company needed a solution that could deliver real-time market insights, personalized portfolio recommendations, and 24/7 support, while maintaining strict compliance with financial regulations.
01
Limited capacity to provide personalized support at scale
02
Manual advisory workflows slowed investor engagement
03
High compliance workload and risk management overhead

The solution —

AI investment assistant

Teamlex built a custom AI-powered investment assistant designed to automate investor interactions, deliver insights in real time, and enhance engagement through personalized recommendations. In simple terms: the AI assistant became Axevil's digital advisor — analyzing portfolios, answering investor questions, and supporting compliance checks around the clock.
Strategic planning and analysis
We mapped investor needs, advisory workflows, and compliance requirements to design a scalable AI implementation roadmap.
AI development and training
Custom GPT-based models were trained on Axevil's proprietary financial datasets, enabling real-time recommendations and risk assessments.
Platform integration
The assistant was embedded directly into Axevil's mobile app, featuring chat and voice interaction for seamless investor communication.
Compliance and monitoring
Automated compliance checks and risk assessment algorithms ensured that all recommendations met regulatory standards.

How we did it

Research & data collection
01
Analyzed the market and mapped competitor strategies.
Analyzed the market and mapped competitor strategies.
Analyzed the market and mapped competitor strategies.
Impact
Clear visibility into high-demand topics and competitor gaps.
Research & data collection
01
Analyzed the market and mapped competitor strategies.
Analyzed the market and mapped competitor strategies.
Analyzed the market and mapped competitor strategies.
Impact
Clear visibility into high-demand topics and competitor gaps.
Research & data collection
03
Analyzed the market and mapped competitor strategies.
Analyzed the market and mapped competitor strategies.
Analyzed the market and mapped competitor strategies.
Impact
Clear visibility into high-demand topics and competitor gaps.
Research & data collection
04
Analyzed the market and mapped competitor strategies.
Analyzed the market and mapped competitor strategies.
Analyzed the market and mapped competitor strategies.
Impact
Clear visibility into high-demand topics and competitor gaps.
AI assistant capability development
01
Designed multi-level investment advisory functions for different investor profiles.
Implemented real-time portfolio insights and market analysis.
Built FAQ automation and proactive alert systems for investor updates.
Impact
Instant, intelligent investment guidance that scaled across Axevil's entire user base.
Data infrastructure and training
02
Compiled and anonymized historical investment data.
Fine-tuned GPT-based AI models for financial language and compliance.
Established ongoing learning cycles to improve accuracy and relevance.
Impact
A continuously learning AI engine providing smarter insights over time.
Mobile app integration
03
Embedded the AI assistant within Axevil's mobile platform.
Added voice recognition for conversational accessibility.
Enabled personalized dashboards and real-time portfolio tracking.
Impact
Frictionless investor experience through always-available, personalized communication.
Performance optimization
04
Set up live monitoring of AI performance and investor satisfaction.
Implemented feedback loops for ongoing training and improvement.
Automated reporting on engagement, retention, and performance KPIs.
Impact
AI accuracy improved weekly, increasing engagement consistency and reliability.

Results

+320%
Investor engagement
Growth achieved in 6 months via AI assistant.
+40%
Investment activity growth
Personalized recommendations boosted portfolio activity across the investor base.
+50%
Portfolio management efficiency
Operational improvements with AI.
+65%
Support workload reduction
24/7 AI availability reduced manual advisory and support tasks by two-thirds.
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Across 1,000+ search terms
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Olga Andrienko
VP of Marketing / Semrush

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Teamlex AI’s ready-made frameworks made AI feel doable. Now every problem starts with one question: ‘Can I solve this with AI?’ and the answer is clear.
Olga Andrienko
VP of Marketing / Semrush
AI