Your own agent. Before the firm gets one.
For the people running the firm: a personal AI agent working on your calendar, your inbox and your systems, set up discreetly and tuned to how you work. The fastest way to understand what agents can do for the company is to have one yourself.
- 01
Morning briefing.
What moved overnight in your portfolio, your inbox and your calendar, condensed into one brief that reads in three minutes. Ready before you are.
- 02
Meeting preparation.
One consolidated brief per meeting, drawn from your own systems as it hits the calendar: the people, the history, the open points. You walk in briefed.
- 03
Research on your systems.
Questions answered from your own data, not the open internet. Grounded, sourced, confidential. The analysis you would ask for, without asking anyone.
- I
Half a day to a day.
With your leadership team, on your actual workflows. Not a lecture about AI, a working session on your firm.
- II
Prioritized use cases.
You leave with a shortlist of the workflows worth automating, ranked by what they cost you today and what it takes to take them off the desk.
- III
A decision, not a deck.
The output is a plan your firm can act on: what to build first, what to skip, what it returns. If nothing clears the bar, we say so.
Reimagine what your business can achieve.
Thirty minutes. We show you an agent running on your data. Not a deck, not a roadmap. If it fits, we scope. If not, we tell you straight.
Bring one workflow that eats your senior team's week. We show you what comes off their desk, on your data, on Swiss or EU infrastructure.
Book a call