The busywork we take off your team
- Client onboarding paperwork re-keyed from forms into each system.
- Compliance records gathered by hand for reviews and audits.
- Client reports copied from one system into the next.
- Deal documents filed and organised by hand.
What stays with your people
Advice, trades and anything that moves money. A system prepares the record or the report; a person checks and approves it.
How it works
We map where your team’s time goes and put a dollar figure on it. We connect the software you already run, so data is entered once. Then we build the system, show it working on sample data before you pay, and keep it running after launch. How we work and handle your data
Questions
What can AI take off a capital markets team?
The paperwork that moves between systems. Onboarding forms re-keyed, compliance records assembled for review, and client reports copied from one system to the next. The decisions, and anything that moves money, stay with your people.
How do you handle access to sensitive systems?
A system we build only gets the access you give it, inside your own accounts. Anything that touches money or a client waits for a person to approve it.
What does it cost?
It depends on what we build, because every system is built for one business. You pay nothing until you’ve seen a working demo on sample data and what it would save you. After launch, a monthly service fee covers running, fixing and improving it.
Start with a 30-minute call.
Tell us where your team’s week goes. If there’s work worth taking off their plate, we’ll show you it working before you pay anything.