About Company:

WealthSmyth is an AI-powered engagement platform tailored for independent life insurance agencies. The platform specializes in lead generation, client onboarding, performance analytics, and coaching to enhance operational efficiency. With robust features like client playbooks, automated onboarding, real-time coaching insights, and downline analytics, WealthSmyth empowers agencies to drive business growth and improve client engagement.

The Challenge:

To support WealthSmyth’s expanding user base, the platform required a scalable and high-availability infrastructure. Key challenges included handling large datasets, frequent updates, and AI-driven engagement functionalities without compromising performance. WealthSmyth needed a cost-effective, flexible infrastructure to manage peak loads, ensure data security, and deliver a seamless user experience.