Put your back office
on autopilot.
Observe. Design. Automate. We turn the repetitive operations your team does every week — lead routing, compliance checks, client onboarding — into reliable AI agents, with a human in control of every step that matters.
- Human-in-the-loop
- Full audit trail
- You own the data
- Runs in your existing stack
How one workflow runs
- ObserveNew inbound lead lands in the CRM
- DesignAgent enriches, scores, drafts intro notes
- AutomateRoutes to the right advisor in seconds
- ControlAdvisor approves outreach — every step logged
Ranges reflect typical results across mid-market operations teams. Your numbers depend on volume, process maturity, and how much you choose to automate.
Observe. Design. Automate.
We don’t drop a chatbot into your firm and wish you luck. We start by understanding how your operations actually run, design each agent with explicit guardrails, then ship it into your real stack — supervised first, autonomous only once it’s earned it.
Observe
We sit with your operations team and map how work actually flows — not the org chart, the real path. Where leads pile up, which compliance checks get done by hand, where onboarding stalls. You get a clear inventory of the repetitive, rules-based work that’s eating your team’s week.
- Shadow real workflows across ops, compliance, and client service
- Quantify volume, handoffs, and cycle time per process
- Rank candidates by impact, risk, and how cleanly they can be automated
Design
We design each agent on paper before a line of it runs. What it’s allowed to do, where a human signs off, what gets logged, and how it fails safely. You approve the blueprint — including the exact points where the agent pauses for a person — before anything touches a live client record.
- Explicit guardrails: approved actions, escalation triggers, hard stops
- Human-in-the-loop checkpoints on every consequential step
- Full audit-trail spec mapped to your recordkeeping obligations
Automate
We ship the agent into your real stack — CRM, custodian feeds, document tools — and run it alongside your team, not instead of it. It handles the repetitive path; your people handle judgment and exceptions. Every action is logged, reversible, and reviewable, so you stay in control as volume grows.
- Runs inside your existing tools — no rip-and-replace
- Starts in supervised mode, earns autonomy as it proves out
- Complete, exportable audit trail for every decision it makes
The repetitive work that’s eating your team’s week.
If it’s rules-based and your team does it the same way every time, it’s a candidate for a supervised agent. Here’s where firms like yours start.
Lead routing & enrichment
Inbound prospects scored, enriched, and routed to the right advisor in seconds — with notes drafted and CRM fields populated before anyone picks up the phone.
Compliance & audit trails
Routine checks (disclosures, suitability flags, recordkeeping) run continuously, with every step time-stamped and exportable for your next exam.
Client onboarding ops
Document collection, KYC chasing, account setup, and welcome sequences orchestrated end-to-end — with a human approving the moments that matter.
Reporting & data pipelines
Recurring client and management reports assembled from your custodial and CRM data on schedule, formatted and ready for review instead of rebuilt by hand.
Data hygiene & sync
Records reconciled across systems, duplicates flagged, and stale data surfaced — so the numbers your team and your agents act on are actually trustworthy.
Custom back-office workflows
Anything repetitive and rules-based. If your team does it the same way every week, it’s a candidate for a supervised agent built around your process.
Automation you can actually defend.
We’ll be candid: agents are powerful, and that’s exactly why control matters. We don’t build systems that act on their own and hope for the best. Three commitments are non-negotiable in everything we ship.
Humans stay in the loop
Agents handle the repetitive path; people own judgment and exceptions. Every consequential step has an approval checkpoint you define. Nothing irreversible happens without a human saying yes.
A full audit trail, by default
Every action an agent takes is logged, time-stamped, and exportable. There’s no black box — you can show an examiner exactly what happened, when, and why.
You own the data
Your records stay in your environment and your tools. We don’t train models on your client data, and you can switch an agent off or roll back its actions at any time.
Agents are not a substitute for human judgment or your compliance program. They handle the repetitive path so your people can focus on the decisions that need them.
Before you ask.
Is this going to replace my operations team?
No — it’s built to remove the repetitive work so your team can do the judgment-heavy work only people can. Agents handle the routine path; your staff handle exceptions, relationships, and decisions. Most firms redeploy the hours saved into client-facing work, not headcount cuts.
How do you keep this compliant?
Every agent is designed around your recordkeeping and supervisory obligations from day one. Actions are logged and exportable, consequential steps require human approval, and we map each workflow to the rules that govern it before it goes live.
Do we have to replace our current systems?
No. Agents run inside the tools you already use — your CRM, custodian feeds, and document systems. We integrate around your stack rather than asking you to rip it out and start over.
What does it take to get started?
A short Observe engagement: we shadow your real workflows and come back with a ranked shortlist of what to automate first. You approve a design before anything runs against live data, and the first agent is typically live within two to four weeks.
What if an agent gets something wrong?
Agents start in supervised mode and only earn more autonomy as they prove out. Actions are reversible and fully logged, escalation triggers hand control back to a person, and you can pause any agent instantly. Control is a feature, not an afterthought.
Let’s find your first agent.
Book a 30-minute call and we’ll walk your workflows together — or send us your details and we’ll reach out. Either way you’ll leave with a clear, honest view of what’s worth automating first.