Relying on agentic workflows under time constraints really raises the stakes for success. Advisor transitions are a good example of this. You’re dealing with your firm’s margins, a demanding leadership team, managing the experience of a transitioning advisor, and most importantly, ensuring that the clients don’t experience any blip in service.
We think about this in terms of specific jobs to be done, and even more granularly, in terms of what data comes in and what data comes out. For example, once an LOI gets signed and accounts transition, the post-merger process requires a clear accounting of client books and records. What comes in is generally a mismatched, incomplete data set, and what must come out is a uniform, complete one. Humans are great at knowing where to find missing pieces of information or tracking down exceptions. They just need help, from agents, to know where to put their energy.
This process automation and change management and solution implementation is exactly what we do. The result is time savings and a reallocation of valuable team bandwidth towards things like advisor and client experience. Ultimately this results in a more compelling, differentiated M&A offering amidst a crowded marketplace.