“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”

“We now have a new tool to moderate social. That's all AI driven, which is incredible, called Pinpoint. I highly recommend them. So that alone like drastically reduced the amount of hours that our social team has had to spend answering comments, replying to DMs.”

“When work comes in, the intake agent… preparer agent does the first draft… reviewer agent checks that draft… a person always approves before anything reaches the client.”

“I send a a a note called the it's a it's a plan. My last name called the right stuff that goes out to all of our employees on Tuesday mornings or Friday mornings. And when they replied, you know, when they reply to that email, it comes directly to me.”

“Our portfolio analysis since 2023 suggests a diversified APEC fixed income portfolio could target a 7.5% return with a vol of roughly 4%, depending on allocation constraint.”