Financial servicesBuilt
Sales Copilot
Briefs a salesperson before every client call from CRM notes, news and firm profiles.
- Client picked
- CRM history pulled
- Firm profile built
- Talking points drafted
AI Solutions/Financial services
AI for financial services teams
Sales and research teams spend more time gathering information than using it. We build copilots that do the gathering, so people walk into the conversation prepared.
Where the hours go in financial services
01
Call preparation
Client history spread across the CRM, email and notes, pulled together by hand before each meeting.
02
Research reading
Results, filings and broker notes that take hours to read before a view can be written.
03
CRM upkeep
Notes and next steps that never make it into the system after the call.
AI agents for financial services
Each one does a single job from start to finish, with a person checking the result. We shape them around your templates, systems and approvals.
Financial services
Equity Research Analyst
Reads results and broker notes, then drafts a structured view on a stock.
- Filings loaded
- Numbers extracted
- Peers compared
- Draft note written
How we deliver
From a manual process to a working agent
- Step 01
Map the work
We sit with the people who do the job and write down every step, tool and handoff.
- Step 02
Prove it small
A working prototype on your real examples, so you judge results and not slides.
- Step 03
Connect it
We wire the agent into your email, CRM, files and approvals, with a person in the loop.
- Step 04
Run and improve
We launch it, train the team who will use it and keep tuning it as the work changes.
Ready to put AI to work?
Tell us where you are and what you need. In 30 minutes we will tell you where we would start.
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