Client answers
First-line questions on the portal, in your voice, with a handoff.
AI
Automation for the desk, not a black-box trader.
Assistants that answer routine client questions, summarise a ticket, and suggest the next CRM assignment. Withdrawals and rebates still need a person.
On the desk
Where automation is allowed to help
The point is less repetitive ops. The point is not an unsupervised order.
Ticket summaries
Support opens a thread and sees what already happened.
KYC triage
Missing documents called out before a reviewer spends the hour.
Assignments
A suggestion for which desk owns the lead. A person confirms it.
Audit
What the assistant saw, and what a human changed.
Money stays human
Deposits, withdrawals, and rebate edits are not auto-approved.
Your data stays in your deployment.
The assistant reads the desk you installed. We do not hold the book.