An AI insights agent for a UK trust
- The problem they brought
- [TBC]
- The agent
- AI insights agent
- Time to live
- [TBC]
- What changed
- [RESULT TBC]
[QUOTE TBC, real and approved only]
AI agents for UK services firms
Live in 10 working days (see note), hosted and looked after by us, improving every month.
Describe a problem. See your first agent in under three minutes.
* Once we have access to your systems, the data the agent needs, and scope agreed in writing.
Your agent
A rough sketch, not a plan. We confirm what is buildable on the call.
Monthly client report agent
Examples of what firms ask for
Each of these is one job for one agent. Yours is scoped to how your firm works, and it connects to the tools you already use.
Our people spend days building client and management reports.
Reporting
Pulls from your systems, builds the report, and hands it to a person to check and send.
Plan one like thisLeads and proposals go quiet because no one follows up in time.
Sales follow-up
Drafts follow-ups, chases replies and flags the deals that need a human.
Plan one like thisClient intake and onboarding is slow and manual.
Intake and onboarding
Collects what you need, checks it, sets up the work and keeps the client updated.
Plan one like thisLeadership can't see what is happening without chasing three systems.
Insights
Reads your finance, time and pipeline data every day and tells leadership what changed, in plain English.
Plan one like thisSenior people are stuck doing admin that doesn't need their judgement.
Delivery ops
Handles status updates, handovers and chasers so your experts can stay on expert work.
Plan one like thisWe tried ChatGPT internally and it never turned into anything reliable.
Built properly
One job, connected to your tools, tested on your real cases and looked after every month.
Plan one like this01 / 06 · Reporting
Client report agent
How it works
Before day 1
Agree the job, the tools, the human checkpoints and what 'done' means. Written and fixed.
Days 1 to 2
Access to your tools and data.
Days 3 to 8
We build the agent and test it on your real cases.
Days 9 to 10
Live with your team, with a human in the loop where it matters.
From day 11
Monitoring, evals, fixes and improvements, every month.
Your sideGive us access, point us at the data, and name one person who knows the process. That's it.
* Once we have access to your systems, the data the agent needs, and scope agreed in writing.
Agent Care
AI agents drift. Models change, your tools update, your firm evolves. Agent Care means every live agent is monitored, tested and improved by us, every month, so it keeps doing the job you built it for.
We watch every run. If something fails or looks wrong, we know before you do.
We test output against agreed quality checks, continuously.
When quality slips, we fix it.
Steady tweaks as your team uses it and asks for more.
When your tools or the AI models change, we handle it.
See what each agent did, in real time.
You are the person in the loop. Try approving the draft.
Client report agent · monthly run
October reports
Draft for review
Client A · October report
Figures reconciled. Two items flagged for your eye before it goes out.
Quality checks
PassingOne dip in 30 days, fixed the same day.
Care log
Your first agent is the start of a fleet. Each new one is another 10-Day Agent Build.
Monthly per live agent · No day rates · Terms agreed in writing
Why firms choose this
You don't pay us to tell you what is wrong. You tell us what you need, and we build it, run it and keep it improving.
* Once we have access to your systems, the data the agent needs, and scope agreed in writing.
Agent Planner
Tell us what takes too long, goes wrong or depends on one person. In under three minutes you’ll see what an agent would do, what it connects to, and what stays with your team.
Your first agent
Monthly client report agent
Security and data
How we handle your dataYou own your data, processes and outputs. We host, run and improve the agents.
Proof
Anonymised where clients ask. Only results we can stand behind.
An AI insights agent for a UK trust
[QUOTE TBC, real and approved only]
Who it is for
If an agent is the wrong answer, we will tell you on the call.
On the scoping call