01 · Customer support
Give client support its own AI assistant. Smart Front Desk is already at work with an Indian portfolio management firm.
Smart Front Desk →Web3 Platforms · Financial services · India
AI and automation for Indian financial services.
Put AI to work across client support, research and operations. We build AI services and workflow automation for PMS, AIF and mutual fund businesses.
What we do
Less routine work. More room for your team.
From the client conversation to the work behind it, our services bring AI into the everyday workflow.
02 · Internal agents
Keep your team focused on work that needs their judgment. Our research analyst and operations agents are in development, alongside automation for repetitive business processes.
03 · Collaborative workspace
Bring people and agents into one workspace. Our collaborative workspace is in development, built around monitoring, oversight and human direction.
People stay in charge
Assist the team.
Keep decisions with people.
Human authority is part of the design. Where an agent helps prepare a trade order, authorised team members make the final decisions. Agents do not place orders.
Our agents operate under strict access control and deterministic guardrails, built for a regulated industry where a wrong action carries severe consequences.
Decision-making remains with authorised people under the applicable SEBI guidelines.
Our company
Built around the work of investment firms.
Financial services needs more than a chatbot. Web3 Platforms brings customer support, internal agents and workflow automation into one service focus.
About Web3 Platforms →Put AI to work for your firm.
Start with the work that takes your team's time.