Grounded AI Answers That Teach Finance From Courses, Videos and a Book

2,800+

Lessons and videos indexed

500+

Book pages made answerable

Content sources connected

About The Investment Analyst

Industry: Finance
Voice AI: ElevenLabs Solutions Partner

The Investment Analyst trains people in finance through LearnWorlds courses, Synthesia video lessons and Financial Modelling Mastery, a 500+ page book.

We have built Ava, a member-facing AI coach on ElevenLabs Agents that speaks in the client's own professional voice clone. Ava answers in voice or text from the courses, the videos and the book, and links back to the material it used. It sits on one intelligence layer over the three systems, each left as it was.

Solution

We have built one intelligence layer over three systems that stay untouched. Independent sync pipelines feed a shared index from the courses, the videos and the book, each source keeps its own structure, and nothing underneath was rebuilt.

Grounded answers in voice or text

Hybrid search across sources

Sync pipelines into one index

One layer over three systems, an architecture diagram: a member question passes through the course site widget and the voice coach into one retrieval layer, Algolia hybrid search over the courses and video transcripts and Qdrant over the book, with links back to the source and course suggestions. Underneath, LearnWorlds courses and Synthesia videos sync into the shared index, and the book is extracted, cleaned, chunked and embedded with OpenAI through a configuration-first ingestion, so the next book needs no rewrite.

Deliverables

Ava, the AI coach

A member-facing coach on ElevenLabs Agents, speaking in the client's own professional voice clone.
Members talk to Ava or type to it from inside the course pages.
Answers come only from the lessons, videos and book, with links back to the material used.
Ava teaches the concept and declines personalised financial advice.

Search across courses and videos

Hybrid keyword and semantic search from Algolia, built into LearnWorlds.
Course suggestions from its Recommendation API.
Scheduled and event-driven sync keeps courses and Synthesia videos current, updates and deletions included.

Tech Stack

Six vendors, each doing one job: the voice coach, search, retrieval over the book and the two platforms the content already lived on.

Voice coach

ElevenLabs Agents runs Ava, in the client's professional voice clone.

Search and recommendations

Algolia runs hybrid keyword and semantic search and suggests the next course.

Retrieval over the book

OpenAI embeddings were chosen for dense finance terms, and Qdrant stores and serves the book's chunks.

Content platforms

LearnWorlds hosts the courses and Synthesia the video lessons. The sync pipelines read both, and neither was rebuilt.

Outcomes

One search across courses and videos

Before, members browsed course pages by hand. Now one hybrid search covers the course catalogue and the video lessons together.

The book became answerable

Before, Financial Modelling Mastery sat in a static PDF. Now Ava answers from it and points back to the material.

Member questions answered in voice or text

Before, no assistant answered member questions. Now Ava teaches from the client's own material and declines personalised advice.
We are now adding conversation memory so Ava picks up where a member left off.

Content that stays current