“The agentic part of that then says, well, what I should do is send a note to the geotechnical engineers to get out there and bore a couple of holes and see whether or not it really is the bad ground or some other thing is happening”

“We built our own dialer and AI tool where every call is transcribed… AI scoring, grading, timestamps, flags high-risk accounts”

“Quinn is an AI assistant built for advisors. It automatically takes your meeting notes, drafts follow-up emails, handles CRM data entry, schedules, reminders.”

“When we go live, it actually respects the RSS feed and sends that note out”

“Dashboard that automatically puts every incoming email and text in order… gives you kind of like this AI response… you can review it before you hit send”