what we've built.
we don't sell a plan — we build a system into your company. here's the kind of thing we ship: the situation we walked into, what we installed, and what changed. illustrative, representative of our engagements with regulated, knowledge-heavy companies.
every client meeting,
fully briefed.
each relationship manager carried 80+ households. context lived in the CRM, email, shared drives, KYC files and call notes — six systems, none of them talking. prepping one review meant 30–40 minutes of digging, so most meetings ran on memory.
- a sovereign memory layer over crm, email, documents and call transcripts
- skills that encode the bank's advisory framework and tone
- a relationship-manager agent that drafts a briefing before each meeting
- swiss-hosted · audit-logged · nothing leaves the bank
briefings that took 30–40 minutes now arrive in the banker's inbox before the day starts — last contact, open items, portfolio flags, the question they never finished answering. roughly 8 senior hours a week back, per banker.
knowledge that
stops walking out.
every time a senior associate left, a decade of matter knowledge went with them. new joiners spent months learning where things were and how the firm argued. the precedent library was vast and effectively unsearchable.
- memory across past matters, filings, and internal know-how
- skills codified from precedent and the firm's house style
- a research agent that drafts, with citations, on the firm's own library
- every output traceable to a source — no hallucinated authority
a question that used to mean a half-day in the archive returns a cited answer in minutes. new associates reach useful output in weeks, not quarters — and the firm's knowledge stays the firm's, after anyone leaves.
the monday review,
pre-written.
operational reality was scattered across an ERP, a ticketing system, supplier email threads and a dozen spreadsheets. the weekly ops review took two people most of a day to assemble — and was already stale by the time it was read.
- memory across erp, tickets, and supplier correspondence
- tools with governed read/write into the systems of record
- a routine that assembles the ops review before 7am every monday
- each number linked back to its source for one-click verification
leadership walks into the review already aligned on what moved, what's at risk and what needs a decision. the day of assembly is gone; the conversation starts where it used to end.
first-pass triage,
on every claim.
claims arrived as a mix of forms, emails and attachments. handlers spent the first hour of each one just reading, classifying and routing — before any judgement was applied. simple claims and complex ones got the same slow start.
- memory of policies, prior claims and the handbook
- skills encoding the insurer's triage and escalation rules
- an agent that reads each claim, drafts a triage, and flags what a human must decide
- a human handler owns every decision — the agent prepares, never approves
straightforward claims arrive pre-sorted with a drafted recommendation; complex ones land on the right desk with the context already gathered. handlers spend their judgement where it matters instead of on intake.
another tool.
what would we
build for you?
tell us about your company and the work that hurts most. we'll come back with what we'd build, how it would run, and what it would take — no plan to buy, no commitment.