Financial services
Onboarding, reconciliation, wire releases, and advisor operations, built for compliance review from day one: every action logged, each tool limited to its own data.
AI for customer service. Faster answers, happier customers.
Replies drafted from the customer's real record, with sensitive cases handed to a person.
An example sourced reply: customer, question, answer, policy, sources, and a approve and send step.
Three industries, one playbook.
One firm, three industries. Each gets a priced plan, a working system, and a log of everything it did.
Private equity
Put AI to work across portfolio companies without adding headcount: an assessment for each company, ranked by what each workflow is worth, and one team that builds and runs it.
Digital assets
Deposits explained from on-chain activity, partner research with the sources attached, and payment review notes prepared before the decision.
In your industry.
Financial services
A policyholder's claim-status question answered from the claim record, with the reply held for a person.
Private equity
A portfolio company's support queue answered from its records, with escalations summarized weekly.
Digital assets
An exchange customer's withdrawal question answered from the transaction record, with holds routed to a person.
The jobs it takes off your plate.
- 01
Answer status questions from the record
A drafted reply with the record and the policy attached, ready for a person to send.
Today: "Where is my transfer?" waits a day, then gets answered from memory (example). - 02
Route sensitive cases to a person
Sensitive cases routed to the right person, with the history summarized.
Today: Complaints and disputes sit in the same queue as password resets. - 03
Set new customers up
New customers set up across your systems from one intake.
Today: Onboarding means retyping the same details into four systems.
What it looks like in a week.
- Mon
38 status questions answered from account records, each approved first
Sent - Tue
Reply about a disputed fee waiting on Maya
Waiting - Wed
Complaint about a delayed withdrawal routed to a person with the history
Flagged - Thu
Two new clients set up across CRM, portal, and billing
Done - Fri
Reply on a transfer policy question approved by Maya and sent
Approved - Fri
Weekly summary: top three question types, one policy to clarify
Done
Your AI team for customer service.
Onboarding
Sets new customers up across your systems from one intake, and asks once for what is missing.
Result · New customers live without the busyworkSupport
Drafts replies from the account record with sources attached, and hands complaints and disputes to a person.
Result · Fast, grounded answers, with a person on anything sensitive
A delivery question answered from the order and the policy
Prepare a sourced customer reply. Give exceptions to a person with the relevant records.
Actions stay in the demo.
Plugs into the tools you already use.
Customer list (CRM)
HubSpot, Salesforce, a spreadsheet
Email and calendar
Gmail, Outlook
Support inbox (help desk)
Zendesk, Intercom
Core system and transactions
Custodian, policy, or loan platform
How to start.
A one-week Assessment on the support job that leaks most, credited in full toward a Build Sprint within 30 days.
- 01 · Find it
AI Assessment
$1,500one week - 02 · Build it
AI Build Sprint
$5,000two weeks · flat
Not sure which step? Get a free opportunity report first.
Before you book a call.
01What does it need access to?
Read access to the help desk, the account records, and your policies. Replies go out through your help desk after a person approves.
02Does a person approve every reply?
At the start, yes, and later you decide which routine replies can go out on their own. Complaints and disputes always go to a person.
03How long until it runs?
One week for the Assessment and two weeks for the Build Sprint. Your team approves real replies inside the Sprint.
04What happens when it gets an answer wrong?
The sources sit beside the draft, so a wrong date or amount is visible before sending. A question it cannot source is routed, not guessed.
05What does it cost?
Prices are published: a $1,500 Assessment, a $5,000 Build Sprint, and AI Operations at $999 a month. The numbers in the examples above are not a quote.
Start with one function. Grow into the organization.
Begin with the job that costs the most each week.
- Free first call
- Start with the job that costs the most
- Every build plugs into the same playbook
Ground track · wherever our clients operate