Sofia (Discovery)

Sofia is an intelligent agent that automates the discovery process, helping you engage with prospects and understand their specific needs. Identifying client challenges and creating tailored proposals can take significant time and resources.

Sofia simplifies this by interacting with prospects through personalised questions, capturing insights efficiently. It uses your internal methodologies and knowledge to generate customised proposals, allowing your team to focus on building relationships.

Key Features:

• Automated Discovery: Engages prospects with personalised questions to uncover their needs, saving time and capturing client requirements effectively.

• Customised Proposals: Generates proposals with tailored service offerings and next steps, providing solutions that align with client expectations.

• Uses Internal Knowledge: Utilises your methodologies and plans to inform interactions, ensuring consistency and making use of existing expertise.

• Adaptable Across Industries: Can be customised for various domains beyond financial services, allowing you to tailor Sofia to your specific business context.

• Feedback Integration: Collects feedback to improve future interactions, enhancing alignment with client needs over time.

Sam (Onboarding)

Sam is an AI agent that simplifies customer onboarding, making the process more efficient and improving the customer experience. Onboarding new customers often involves repetitive tasks and extensive paperwork, which can lead to delays and errors.

Sam addresses these challenges by automating key aspects of the onboarding process. It interacts with customers to collect and verify information, integrates with your systems to process data efficiently, and guides customers through each step—reducing the workload on your team and accelerating the onboarding timeline.
Key Features:

• Automated Data Collection: Gathers necessary customer information efficiently, reducing manual input and minimising errors.

• Data Verification: Checks and validates customer data automatically, ensuring accuracy and compliance.

• Guided Onboarding: Provides customers with clear instructions throughout the process, enhancing their experience and simplifying onboarding.

• Easy Integration: Connects with your existing systems to simplify workflows and improve efficiency.

• Customisable Processes: Adapts to your specific onboarding requirements, allowing for workflows that meet your business needs.

Trader Joe (Trading)

Trader Joe is an AI agent that performs automated trading in complex markets like bonds or cryptocurrencies, using your proprietary trading strategies and market data signals. Trading in these markets requires swift decision-making and constant monitoring of conditions.

Joe automates this by analysing market data in real time and executing trades based on your strategies, helping you capitalise on opportunities and manage risks effectively.
Key Features:

• Automated Trading Execution: Executes trades automatically according to your predefined strategies, reducing the need for manual intervention.

• Real-Time Market Analysis: Continuously monitors market data to identify opportunities and respond to market changes promptly.

• Proprietary Strategy Integration: Incorporates your unique trading approaches, ensuring the AI operates according to your specific methods.

• Risk Management Controls: Applies risk parameters to manage exposure and safeguard investments.

• Scalable Performance: Handles high volumes of trades efficiently, supporting growth in trading activity.