Custom AI workflow automation purpose-built for the financial services stack. We deploy on the tools your team already runs (Orion, Redtail CRM, eMoney, etc.), with human-in-the-loop on every judgment call.
Financial Services firms compete on speed, accuracy, and margin. Every repetitive process the team handles by hand is a tax on AUM churn — and the firms automating now will be the ones setting the pace in 18 months.
Custom AI workflows built specifically for wealth management: deep integrations with the Orion stack, financial services-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for high-net-worth advisory: deep integrations with the Addepar stack, financial services-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for ria operations: deep integrations with the Orion stack, financial services-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for residential mortgage: deep integrations with the Encompass stack, financial services-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for commercial real estate finance: deep integrations with the Salesforce stack, financial services-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for commercial p&c insurance: deep integrations with the Applied Epic stack, financial services-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for employee benefits: deep integrations with the Applied Epic stack, financial services-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for independent p&c agency: deep integrations with the AMS360 stack, financial services-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for commercial underwriting: deep integrations with the Duck Creek stack, financial services-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for real estate title & escrow: deep integrations with the Qualia stack, financial services-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for private equity: deep integrations with the PitchBook stack, financial services-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for investment banking: deep integrations with the Datasite stack, financial services-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for hedge fund ops: deep integrations with the Bloomberg AIM stack, financial services-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for venture capital: deep integrations with the Affinity stack, financial services-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for 401(k) tpa: deep integrations with the Relius stack, financial services-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for estate planning advisory: deep integrations with the WealthCounsel stack, financial services-grade privacy, and workflows that pay back in weeks, not years.
AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Orion, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7.
AI assembles the review pack from Orion, Redtail CRM, and the CRM — including recent life events from emails — and drafts talking points — advisor shows up prepared in 5 minutes.
AI drafts firm-level commentary and personalizes per-client paragraphs from Orion data — every client gets a relevant letter, not boilerplate.
AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashboard, not a surprise.
AI surveils 100% of communications, flags anything that might violate rules (promises, performance claims, undisclosed gifts), and routes to the CCO — compliance risk drops, supervision cost too.
AI ingests each document into Orion, classifies it, checks for completeness and consistency, chases missing items, and builds the underwriter-ready package — clear-to-close times drop.
AI reads the conditions, identifies what each condition needs, pulls it from Orion or chases the borrower, and re-submits the condition clearance — conditions clear in a day, not a week.
AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Addepar, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7.
AI assembles the review pack from Addepar, Black Diamond, and the CRM — including recent life events from emails — and drafts talking points — advisor shows up prepared in 5 minutes.
AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashboard, not a surprise.
AI runs sanctions, PEP, and adverse-media checks nightly, scores each client, and queues anything above threshold for analyst review — BSA risk in real time, not annually.
AI pre-screens deals against the fund's thesis in Addepar, drafts a one-page summary per target, and pushes the top 10 to partner review — associate time goes to judgment, not triage.
Every financial services operation runs differently — we build what you actually need, on the stack you already run.
