Enable the human
Scale a leader's judgment, and govern the AI that acts in their name.
Built on a captured essence
- Captured, not inferred.
- Built through a guided capture method, not guessed from usage.
- Owned.
- Approved by the person it describes, governed by the firm, versioned and auditable.
- Portable.
- Read by whichever AI the firm runs. Retrieved at the moment of use and never used to train a model.
- Verified.
- Designed to check drafts against the essence and the client's real data, flagging drift before anything goes out.
- 01
Advisor Presence.
The advisor, scaled, in their own voice.
Most advisors can go deep with only a fraction of their book in a given week. Advisor Presence applies the advisor's own judgment, voice and guardrails to the rest: combing the book for opportunities and life events, drafting replies to client questions grounded in the live account, and keeping periodic reviews on schedule. Every draft waits for the advisor's review; nothing is sent automatically. Clients get more of their advisor, not less.
- 02
Executive Presence.
The organization's sparring partner.
Senior judgment is the scarcest resource in a firm, and it does not scale with headcount. Executive Presence pressure-tests the team's work against the leader's captured judgment before it reaches their desk: tying reporting back to the metrics that matter, holding initiatives against stated priorities, and making clear which decisions the team can take and which need the leader. The leader stays in the loop for relationships, judgment and ideas.
- 03
Governance-role Presences.
The review judgment of the CISO, General Counsel, risk and AI leads, captured as Presences that pre-screen requests against each owner's standards. Approvals stay consistent at volume; the human still decides the exceptions and the high tier.
- 04
Governing a human's Presence.
A Presence is itself an AI asset. It is registered in the governance platform with an owner, a tier and a kill switch; what it may say, decide and access is declared; every action is logged to the person it speaks for. The person stays accountable, and can see and correct what was done in their name.
Same client, same facts, different output.
| Task | Generic AI | Advisor Presence |
|---|---|---|
| Meeting notes | Meeting notesSummarizes the discussion | Structured the way the advisor prefers |
| Follow-up email | Follow-up emailA polite, generic draft | In the advisor's voice and service style |
| Recommendation prep | Recommendation prepLists the facts | Options framed the way the advisor actually advises |
| Risk and compliance | Risk and complianceCaptures the transcript | Knows the advisor's declared boundaries and escalation points |
The test advisors apply is simple: does it sound like me?
Discovery, then a pilot.
Ask about Presences