We built a personal AI agent for Sun Global, an FCA-regulated wealth firm in London. Advisors talk to it on WhatsApp after a meeting; it writes the CRM. The firm now captures in a month what it used to capture in years, and keeps every relationship current without admin.
+96%
relationships on record: 700 at go-live, 1,371 four months later
566
captured in the last month alone, with agents across the team
1,371
investor relationships kept current by the agents today
8 weeks
from discovery to a live agent
The back office was swamped: new-client paperwork, and an FCA record for every transaction. The advisors got pulled in, and every hour on admin was an hour not spent with a client. Fixing the back office would have handed them back a few hours a day, a marginal gain. The real bottleneck was how many relationships one advisor could manage. So that's what we built for.
Head of Operations
The firm takes on one or two clients a fortnight. Automating onboarding would not have saved much time.
Head of Strategy
Half of the middle and back office exists to serve the advisors. Perfect the top of the engine and the rest needs less work.
Senior Advisor
The biggest issue was follow-ups. Deadlines, the diary, who to call back: all of it lived in his head.
Conventional CRMs die because someone has to feed them. Sun Global's advisors won't. They live on the phone and on WhatsApp. So the agent does the logging: a voice note after a meeting becomes a complete record, company, contact, interests, what they said no to, and the follow-up, approved with one word while the advisor moves on.
How the team uses it
Sun Global Agent
online
The record writes itself from the conversation.
01 · The foundation
02 · The workflows
Four pipelines run behind the scenes, in the order a deal moves, and each one feeds the next: find the opportunity, match it to the right investors, keep every relationship on its cadence, and tell the team what moved.
It starts before anyone is in the office. Every morning the agent scours the news, company filings and market prices for new opportunities, and tells the advisor what fits whom.
News
Filings
Market prices
Sun Global Agent
SCOURS · SCORES
From Sun Global Agent · Weekdays 07:00
Morning opportunities report
Why it matters: Pre-IPO window. Fits four investors, Northgate first.
Why it matters: Secondary entry at a discount. Two investors hold a healthcare view.
Why it matters: Liquidity at a family office on your list. Reintroduce private credit.
An opportunity becomes a shortlist. When a deal lands, the agent matches it against every investor’s mandate and history, and leaves out anyone who has said no to that kind of deal.
New deal
Attio CRM
Granola
Sun Global Agent
MATCHES · FILTERS
New deal: tech secondary, $3M tickets
No relationship goes quiet by accident. Every relationship has a rhythm. When one drifts past it, the agent says who to call and what to raise, from the last conversation.
Outlook
Attio CRM
Sun Global Agent
WATCHES · PROMPTS
Relationships past their cadence
MondayRaise: Share the tech secondary; ask about the Q4 allocation.
Raise: Follow up on the bond ladder she asked for in July.
Raise: Congratulate on the exit; reintroduce private credit.
Everything above, in one read. Every Friday the whole team gets what moved: new investors, deals that progressed, and relationships gone quiet.
Opportunities found
Deals matched
Follow-ups raised
Sun Global Agent
SUMS UP · SENDS
From Sun Global Agent · Friday 18:00
Weekly relationships digest
The pipeline this week
New investors
Deals that moved
Gone quiet
On the calendar next week
03 · The guardrails
The agents work inside guardrails. They read, draft and suggest on their own, but anything that could go wrong, a message to a client or a change that matters, waits for an advisor to approve it.
Draft confirmation email
“Further to our call, confirming your interest in the pre-IPO secondaries allocation. Please reply to confirm and we'll proceed.”
The agent drafts it. Nothing is sent until the advisor approves.
Regulated, relationship-driven, and tired of systems no one uses? We embed with your team, find the real bottleneck, and build an agent that fits how you already work, inside your compliance, not around it.