Your Swarm — Meet the Teams
Twelve specialist teams.
Customised for your firm. Always working.
Every team in the Swarm is a group of AI agents handling a real workflow for your firm. Some run on public data. Others activate when you connect your conversations.
Running now. No data required.
These teams work entirely on public data. No client information. No firm integration. Each one is a group of agents — researching, filtering, summarising, and delivering — configured to your licence type, advice areas, and competitive landscape.
Regulatory Watch
Monitors ASIC releases, Treasury consultations, legislative changes, and enforcement actions — filtered to your firm. Weekly briefings and same-day alerts when something shifts. Learns what you engage with and sharpens over time.
Research Monitor
Tracks products against your Approved Product List. Flags PDS changes, fee shifts, and TMD updates. Produces comparison tables on demand. The research analyst who knows every product your firm recommends.
Competitive Intelligence
Monitors your competitive landscape — other firms, licensee movements, platform changes, hiring trends, new service offerings. The market awareness your principal gets from conferences, delivered every week.
Content Agent
Produces firm-branded content — blogs, social posts, newsletters — aligned to your brand guidelines and checked against ASIC marketing rules. The marketing person who actually understands financial services compliance.
No credit card. Configured to your firm. Running within days.
Activates when you connect your conversations.
These teams work on your client calls. Each one is a group of agents handling a different job in your post-meeting workflow — all learning how your firm writes and works. This is where the 3 hours per review call comes back.
Documentation
Audit-ready file notes built on your firm’s own templates. Structured, compliant, and written in your voice — not a transcript summary. Ready before the call ends.
Follow-Up
Client emails drafted from the conversation — action items, next steps, meeting summaries. Tone-matched to your adviser’s style. Review, adjust, send.
Handoff
Structured paraplanner instructions generated from the conversation. What was discussed, what was agreed, what needs to happen next — in the format your paraplanning team expects.
Practice Insights
Meeting volume, workload patterns, adviser capacity — surfaced automatically as conversation data flows. The practice management view your firm has never had.
Client Signals
Life events, sentiment shifts, review triggers, trust indicators — extracted from every conversation. The early-warning system that catches what advisers miss in the moment.
Brief Writer
Your Weekly Firm Brief — aggregated across every adviser’s conversations. Meeting summaries, client signals, workload trends, compliance flags. The Monday morning document your principal never had.
Deep compliance work. Firm tier.
These teams handle the compliance-sensitive jobs that require the full Intelligence layer — reviewing documents, detecting risk patterns, and flagging issues before they reach your compliance team.
Compliance QA
Automated review of advice documents against compliance requirements. Flags gaps, checks structure, verifies completeness — before it reaches your compliance team.
Client Watch
At-risk client detection from conversation patterns. Monitors for disengagement signals, unmet needs, and vulnerability indicators — giving your firm early warning before a client walks.
Start with one free team. See the full Swarm.
Every firm in the first cohort gets the Regulatory Watch team configured and running immediately, plus full visibility of your Swarm — every team your firm could activate, and what each one needs. Your feedback shapes what gets built next.
Join the First Cohort — FreeFree to join. Your Regulatory Watch Agent activates within days. No credit card. No obligation.