AI copilots for every desk in the firm.
Firm-trained RAG assistants for dealers, compliance, support and operations — grounded in your policies, your data and your history.
For firms where institutional knowledge lives in people's heads and Slack threads — not where the work happens.
Why firms come to us for this.
The same questions get asked and answered again every quarter — never captured.
Off-the-shelf assistants can't be trusted with client data, and answer with plausible fiction.
The truth about a client, a trade, or a policy is in five places; no assistant unifies them.
What we actually build for you.
Every engagement is bespoke — but the underlying architecture follows the same layered pattern. Owned by you, deployed on your infrastructure.
What ships in the box.
Assistants grounded in your policies, playbooks, trades, tickets and comms — with citations.
Dealer copilot, compliance copilot, support copilot, ops copilot — each with the right tools and permissions.
Assistants that can execute — draft an email, open a ticket, propose a hedge — with human approval.
Available in your CRM, help desk, dealer workstation and Slack — not another tab.
Every question, retrieval and action logged; permissioning matches your existing RBAC.
Approved answers and outcomes fed back into the retrieval layer to keep quality rising.
Often built alongside.
Scoping a build for a brokerage, wealth firm or fintech?
We take a small number of new engagements each quarter. Send a two-line brief and we'll respond within 48 hours.