Coordinate the work between your people and your agents.
Operator hands each job between your team and its agents. Work stops waiting, and your firm grows without adding people.
- Microsoft 365
- Google Workspace
- Salesforce
- Dynamics 365
- HubSpot
- Docusign
- Slack
- Notion
- Atlassian
- Asana
Financial services once ran on human handoffs, but now we have agents.
A review, a transfer, a claim. Each one passes through a dozen hands before it’s done, and most of the waiting happens in between.
Agents can take on much of that work. Working alone, for one person, they become one more thing to chase. Operator puts them on the job with your team, so every step has an owner and nothing waits on someone remembering to pass it on.
Until now, the only way to grow was to hire. A form takes 15 minutes to fill in, then sits in someone’s inbox for three days. When work stops waiting between steps, your team gets that time back.
Time back for the work that scales your business.
Two to four times more capacity from the team you already have.
Spend it where it matters most to you: deeper reviews for the clients you have, more time to win new ones, or support staff building towards a client book of their own.
Agents on your team.
Give every job a plan and every step an owner, a person or an agent. Agents take the steps you trust them with: gathering, drafting, checking, chasing. Your people keep the decisions.
When an agent finishes, the next person already has the work and everything they need to pick it up. Nobody asks where a job is at.
Don’t do the work, review the work.
Agents follow your rules.
Write the rules once: who can see which clients, what needs a second pair of eyes, what an agent may send and what it may only draft, how long records are kept.
Operator applies them to people and agents alike, and keeps a record of every action, so compliance can see how any job was done.
Connected to your systems.
Operator connects to your email and calendar, your CRM and your platforms, and through MCP connectors to the other tools your team works in. Each agent starts its step with what your team would look up first, and writes back what it did.
Agents run on the AI you choose: Claude, ChatGPT or our own.
Advisers managing over $0bn of assets use Alcova to make the most of AI.
Security and control.
Already running at enterprise scale, with the controls a large firm’s risk and IT teams expect.
And nothing reaches a client until the right person approves it.
See security →The frontier moves every few months. Your agents move to whatever is best next, and your rules, your procedures and your data come with them.
Common questions.
What is Operator?
Operator is where your people and your agents share the work. Each job gets a plan, each step gets an owner, and your firm’s rules decide who approves what.
What are team agents?
Agents that work as members of your team rather than as one person’s assistant. They take the steps they’re trusted with, hand the rest to the right person, and answer to the same rules as everyone else.
Who is it for?
Financial services businesses where work passes through many hands: financial advice and wealth management firms, insurance advisers, mortgage brokers, investment platforms, super funds and their administrators, and the providers who run admin for advice firms.
Does it work for a large firm?
Yes. Operator already runs at enterprise scale. Large firms get controls for who sees which clients, audit records you can export, and a dedicated contact to help with rollout.
Which systems does it connect to?
Your email and calendar on Microsoft 365 or Google Workspace, your CRM on Salesforce, Dynamics 365 or HubSpot, and platforms such as Netwealth. Through MCP connectors, agents also work in tools like Docusign, Slack, Zoom, Box, Notion, Atlassian, Asana, Xero and MYOB. Agents run on the AI you choose: Claude, ChatGPT or our own.
Does it replace our people?
No. It takes the gathering, drafting, checking and chasing off them. Decisions stay with the people accountable for them, and the same team can take on more work.
Is our data safe?
Yes. Access stays inside your firm’s permissions, everything it does is logged, and your data is never used to train anyone’s AI. See security.
How do we get started?
Bring one job that always waits: a review, a transfer, a claim. We map it with you, put agents on the steps they can take, and run it alongside your team.
Start with one job.
Every firm has one: the job that sits in an inbox while the client waits. Bring it to a call and we’ll map it with you, step by step, between your people and your agents.