Agents that act. People who decide.
AI agents for finance, PE, and digital asset teams. They follow your rules and ask when unsure.
Free 15-minute call. No prep needed. You leave with a next step and a price.
New inquiry: 3-advisor RIA
Reply drafted, waiting for your yes- Read
- Your fit criteria, the CRM, three similar conversations
- Decided
- Fit: high · owner: Dana · reply in your voice
- Held
- Nothing goes out until a person approves it
- On record
- What it read, what it decided, who said yes
Every agent is built around your rules and your limits.
Judgment calls pile up in someone's inbox.
Leads, client questions, and unmatched deposits wait for the one person who knows the answer.
Hours a week
Thirty inquiries a week, 20 minutes each, is ten hours.
Revenue that cools
A lead answered tomorrow is worth less than one answered in minutes.
Decisions without a trail
A decision made in an inbox leaves no record of what was read or who said yes.
An agent decides the next step. A person decides the limits.
Agents act on what is clear, bring the rest to you, and earn autonomy one level at a time.
How it works
- 01
Read
The agent gathers the record: the CRM, the account, the policy, the last conversation.
- 02
Decide
It picks the next step within your rules and drafts the reply, note, or handoff.
- 03
Ask
Anything over a limit or client-facing waits for a person. Approve, edit, or skip in one tap.
You stay the one who says yes.
Agents bring you the decision and the context. You approve, edit, or skip.
- Sales follow-up
Send this proposal to the 3-advisor RIA?
$18,400 a year · within your pricing rules
- Content
Publish Tuesday's LinkedIn post?
Drafted from last week's webinar · checked against your brand
- Support
Release the $48,000 wire for a new account?
Over the $25,000 limit you set · ID verified
3 waiting
Autonomy is earned, one step at a time.
Every agent starts by drafting for review. You decide when it can do more.
- 01
Drafts for review
The agent prepares the work. A person checks every piece.
Follow-up emails drafted, you hit send - 02
Acts after approval
The agent does the work once someone says yes.
Quotes go out after one tap - 03
Acts and reports
Routine work runs on its own, with a daily summary.
Invoices sent, reminders out, summary at 5 pm - 04
Runs on its own
Only for low-risk work you chose, inside firm limits.
Booking meetings, updating your customer list, data entry
What you get.
- 01
One agent live: inbound lead, client service, or payment exceptions
- 02
An approvals inbox where the agent brings you its decisions
- 03
Autonomy levels you raise one step at a time, inside firm limits
- 04
A log of what it read, what it decided, and who approved it
Every action logged. A person approves what matters.
Workflows run inside the limits you set. Anything over them waits for a named person, and every step is written to an audit trail your compliance team can read.
- ApprovalsA person approves anything costly, irreversible, or client-facing
- Audit trailEvery action on record, with its inputs and who approved it
- Least accessScoped data access: only the records the job needs
Built for compliance review.
Operating log · inbound lead agent
A wealth management firm, Monday
- 01Inquiry scored: family officeFit high · owner Dana · brief attachedDone
- 02Inquiry declined: 2-person practiceBelow your fit criteria · polite reply sentDone
- 03Follow-up drafted: Okafor family officeIn your voice · waiting for reviewReady for review
- 04Transfer status question answeredFrom the account record · client notifiedDone
- 05Reply offering a fee waiverOutside your pricing rules · needs a personHeld for you
3 done · 2 waiting for a person
Talk it through in fifteen minutes.
Free 15-minute call. No prep needed. You leave with a next step and a price.
Start small. Prove it. Then grow.
Every step has a published price, set before work starts. The first call is free.
- 01 · Find it
AI Assessment
$1,500One weekOne week on one workflow or agent: what to build, and what it is worth.
- Workflow or agent: which one fits
- What it's worth, in dollars
- A ranked plan, and a fixed scope or a clear no
- Most teams start here02 · Build it
AI Build Sprint
$5,000Two weeks · flatOne workflow or agent live in two weeks, with approvals and monitoring. One flat price.
- A workflow or agent live, on your tools
- Approvals and monitoring built in
- 30 days of fixes after go-live
- 03 · Run it
AI Operations
$999Per monthWe run your workflows and agents: monitoring, fixes, upgrades, and a monthly report.
- Up to 3 workflows or agents, 8 hours a month
- Monitoring and a monthly report
- A 30-minute monthly review
- 04 · Scale it
Custom
QuotedAfter a callSeveral workflows and agents, an AI organization, or data, design, and brand together.
- Priced before work starts.
- One team across the program
Credited in full toward a Build Sprint that starts within 30 days.
Before you book a call.
01What does it cost?
A $1,500 Assessment (one week, credited toward the build), a $5,000 Build Sprint (one agent live in two weeks), and AI Operations at $999 a month.
02How long until it runs?
About three weeks from the first call: one week to assess, two to build. The agent starts by drafting for review.
03Does it ever move money or send a reply on its own?
Not until you say so. You raise its autonomy one level at a time, inside limits you set, and every action is logged.
04What happens on the call?
Fifteen minutes. You describe the job that needs judgment, and we say whether it should be an agent or a workflow, what it costs, and the next step.
Start with one agent. Raise its autonomy as it earns it.
Bring the job that needs judgment and the rules it must follow.
- Free first call
- $5,000 flat, live in two weeks
- Every action logged and approved
Ground track · wherever our clients operate