We map your processes, connect your data, and build the assistant that runs your customer journey. From first contact through to renewal.
The problem
Nothing moves without you. Follow-ups slip because nobody has the time. Information about one client sits in four tools that don't talk to each other. You ask where the book of business stands and it takes two days to get an answer.
This isn't a people problem. It's a plumbing problem. Fix the plumbing first, then automate what sits on top.
In that order, because the reverse never holds.
The AI assistant
We build an assistant trained on your procedures, your documents and your data. You decide what it is allowed to do, and it hands over to a person the moment it matters.
The customer journey
Campaign tracking, lead capture and qualification, so you know which enquiries deserve a call.
Forms, verifications, document collection, engagement letters sent for signature, client record created once instead of four times.
A single view of the client built from your own tools, an assistant for routine requests, enquiries that route themselves.
Which client is due for a review, who holds a product that no longer fits, where the next conversation is.
Disengagement signals caught early, review meetings booked before they are overdue, check-ins that go out on their own.
How
We document the process as it actually runs, not as the procedure describes it, and we rank what costs the most in hours and risk.
We wire together the tools you already pay for, so the numbers finally agree with each other.
We build the workflows, the assistants and the dashboards, and we keep them running.
The guarantee
Before the first line of code, we write down together what the system must do to be considered finished. Half upfront, half on acceptance. If it doesn't pass, the balance isn't owed and you keep the code.
Who
The one who builds
Senior developer. Alongside client work, he has built, launched and still runs about ten products of his own, with real users and real payments. He has lived with the consequences of his own decisions, at two in the morning, when something breaks.
The one you'll speak to first
Ten years in Canadian financial services: investments, wealth management, client service. He knows what year-end feels like and what an incomplete client file costs. He won't explain your business to you: he'll ask where the time goes.
We are based in Cotonou, Benin, and we say so on the first page rather than the last. Our afternoon is your morning: we hold a shared window every business day, 9 a.m. to 1 p.m. Eastern, and the work moves forward overnight.
Twenty minutes. You tell us where things jam up with your clients. We tell you honestly whether it's worth automating, and roughly what it would cost. If it isn't worth it, we'll say so.
We reply within one business day.
