You do not need to comply with strict regulations to work with us. If you have repeatable, administrative work that could be smarter and more efficient, we are happy to help. If your data is sensitive or strict rules apply, that is exactly where we stand out.
These are processes we already automate or improve. Is yours not among them? We are happy to take a look.
From intake to finished report: the agents do the work in between. Think financial plans, mortgage advice, pension advice or asset overviews. The agents process the intake data and deliver the report ready-made in your house style. No more copy-paste work.
Our AI assesses, categorises and routes all information automatically, within your own environment and without taking data outside your tenant. Processing stays inside your existing security.
The agents turn intake data into a structured business plan, with financial projections, SWOT analysis and a feasibility overview. Ready for bank or investor. Your data stays in your own tenant.
The agents combine asset overviews, financial projections and pension calculations into one financial plan in your house style, ready for the client conversation. No data to systems outside your tenant.
The agents compile a periodic report from client performance, portfolio overviews and investment results and send it at the right moment, in your house style. Never compile manually again.
Optimising all back-office tasks and handling: the work behind the scenes that now takes a lot of manual effort. The agent takes it over, your team keeps sight of what happens and approves.
Do you have another repeatable process that costs a lot of time? We'd love to take a look.
We build tailor-made solutions on a proven foundation. That makes it fast and affordable. Which route fits depends on what you want to automate and how big it is.
Automate one well-defined, repeatable process on a proven foundation. Fast to go live and affordable.
A coherent set of agents for an entire field of expertise or a chain of processes, tuned to your domain and way of working.
A smart web tool for a specific task, for example an intake or calculation tool for clients or colleagues.
You always get a fixed price upfront, after the free analysis.
You get a free analysis: we look into your organisation and show you what your process looks like automated.
We work out how much time and money your process costs now.
You see a demo based on your own process, not a generic pitch.
A fixed price upfront, no surprises afterwards.