Switchboard
Switchboard: “Switchboard maps how your business runs today, then rebuilds it with the AI agents, workflows, and software you've always wanted.”
What kinds of financial services firms do you work with?
“Six segments: lending and credit, insurance, real estate and infrastructure, investment management, fintech and payments, and payroll and benefits. Inside those, everything from specialty lenders and private credit funds to MGAs, wholesale brokers, TPAs, real estate syndicators, title and escrow, RIAs, fund administrators, family offices, payment facilitators, money services businesses, PEOs, and retirement plan administrators.”
在公司资料中查看My firm doesn't fit neatly into one of those six. Are we still a fit?
“Almost certainly yes. The six segments are a way to organize the page, not a filter.”
在公司资料中查看How do you get up to speed on our specific business?
“By starting from work we’ve already done. Agents like three-way reconciliation and the loan conditions tracker already do the job most firms do, so the 3 to 6 weeks go into fitting one to how your files, deals and cycles really move, your systems and your controls.”
在公司资料中查看How do you handle security, regulated data, and our examiner?
“We build to your specs, inside the controls your firm already has, rather than asking you to accommodate ours. Our team has worked in environments handling PII, SOC 2 requirements, and regulated records.”
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