These are agents we've already built and run in production. Each one solves a specific workflow end-to-end. Don't see yours? We'll build it. Same outcome-based model, same integration approach — Teams, Salesforce, SharePoint, your inbox. No new software to adopt.
Every inbound client call is transcribed, summarized, and posted to the household workspace within minutes — with a CRM follow-up task already created. Your advisors close the call and move on. The documentation takes care of itself.
Client tax documents — W-2s, 1099s, K-1s, brokerage statements — are scanned, extracted, structured, and filed against the correct return and household folder. No manual re-keying. No misfiled documents. Audit-ready from day one of tax season.
Every client household gets a coherent workspace: one Teams channel, one SharePoint folder, one CRM record — all provisioned together and kept in sync. New household onboarded in under 10 minutes. Every advisor knows exactly where to find everything.
Quarterly review packets arrive in advisor inboxes five business days before the meeting — 80% complete. Portfolio commentary, life-event flags, performance context, and talking points. The advisor spends 20 minutes reviewing instead of 2 hours building.
Your firm's operational playbooks — onboarding, annual review, tax season, estate events — run on rails with clear owners, enforced SLAs, and a complete audit trail. Nothing falls through the cracks because there's no crack to fall through.
Client communications — updates, follow-ups, check-ins, event confirmations — are drafted in the firm's voice, personalized per household, reviewed and dispatched on schedule. Consistent across every touchpoint. No advisor drafting from scratch.
Life events — marriage, retirement, inheritance, new child, divorce, death — are detected from call transcripts, emails, and CRM data, then routed to the right advisor with full context before the client has to ask. You're ahead of every conversation.
Compliance-sensitive calls, flagged transactions, and exception items automatically reach the right reviewer with the right context, every time — no manual triage, no items lost in the queue. Your compliance team works from an organized, prioritized queue, not inbox archaeology.
We went from advisors spending 90 minutes post-call on documentation to it being done automatically within minutes. Review packets that took 2 hours to assemble now arrive ready to present. Our compliance team moved from triage chaos to an organized queue. A year in, we're handling the same client volume with six fewer hours of ops work per week.
The eight agents above are examples of what's already proven. If your firm has a workflow that needs automating — document processing, client operations, compliance monitoring, anything — we scope it, build it, and run it for you.
A 45-minute call. We map your firm's workflows to the agents that apply, show you how output gets delivered to your stack, and give you a clear picture of what onboarding looks like. No demo theater.
We'll be in touch within one business day to schedule the call. Check your inbox for a confirmation.