Wealth managers
Admin takes the time meant for advice.
Give it back to your clients. Train your teams on Claude, lead the change, put numbers on the gains.
Trusted by
The boundary
Each to their trade.
| Paul Coindeau | Your firm |
|---|---|
| Claude training | Wealth advice |
| Change management | Duty of advice |
| Automation | Client relationship |
| The advice stays yours. | |
What the firm gains
Time goes back to clients.
Every gain measured
Hours measured before and after, on every task handed to Claude.
Independent
No reselling, no commission. Subscriptions in the firm’s name, cancellable at any time.
Discovery workshop
Two hours to start.
At your firm, in person. On your own files, not demos.
Everyone leaves with two or three tasks to hand to Claude.
Pricing in our first call.
Contact
Thirty minutes on the phone.
To see where to start.