How hiring works
Hire AI agents the way you staff a team.
Each agent is a specialist role: an analyst, a strategist, a writer, a reviewer, a reconciliation specialist. Hire one, a subteam, or all thirteen. They work on their own and wait for your approval, so you add capacity without adding headcount.
Three ways to hire
Staff the work you have.
One agent
Fill a role.
Hire a single specialist where the work backs up: a fund analyst, a portfolio strategist, a compliance reviewer, a reconciliation specialist.
For example
A back-office provider hires Recon to reconcile custodian data against portfolio accounting and explain every break.
A subteam
Staff a desk.
Hire a department, or the set of roles one workflow calls on. The roles hand work to each other, and you review what they deliver.
For example
An advisor platform hires Beacon, Harbor, Draft, Sentinel and Lookout to turn its private funds into advisor-ready content.
The whole team
Run the organization.
Hire all thirteen specialists in six departments. Helm plans each advice engagement and staffs it from the team, and you approve the plan and every step.
For example
A wealth firm hires the whole team, so any client question can be planned, worked, reviewed and packaged for the advisor to approve.
- Productive the day you hire them
- Nothing to train, no turnover
- The same standard on every request
- Scales with your volume
- Every step on the record
With every hire
One agent or thirteen, the same controls.
The size of the hire changes what gets done, not how it is governed.
Your approval first
Work stops at your approval gates, and nothing reaches a client until you approve it.
Every figure traced
One claim per figure, one source per claim, so a reviewer can check any number.
Proof of Execution
Every agent run leaves a signed certificate of what ran, on what data, and what it produced.
Inside your tools
The agents work inside the tools your people already use, or inside a solution you built.
Your environment
Hosted in your VPC, or on-premises when your data posture requires it.
Your brand
Deliverables carry your name and your look, and your clients stay yours.
Capacity, not headcount
What changes when the next hire is an agent.
Your people still decide and stay accountable. What changes is how quickly you can add capacity, and what it leaves on the record.
Adding staff
Hiring an agent
Getting started
Adding staff:Recruit, hire, then train on your process.
Hiring an agent:Choose the role and connect it to your records and data sources.
Capacity
Adding staff:Fixed hours. Peaks wait in a queue.
Hiring an agent:Scales with your request volume.
Turnaround
Adding staff:Work waits at each handoff until the next specialist is free.
Hiring an agent:Each role starts the moment the work before it is done. One real engagement took 54 minutes of agent work.
Consistency
Adding staff:Method varies from person to person.
Hiring an agent:The same method and the same checks on every request.
The record
Adding staff:Notes, email and memory.
Hiring an agent:A certificate for every run, and a source for every figure.
Accountability
Adding staff:Your people.
Hiring an agent:Still your people. You approve the plan and the result.
Getting started
Start with one workflow.
1
Pick the roles
Choose the specialists your work needs. Point them at your records and data sources.
2
Pilot
One real workflow, measured against today.
3
Expand
Add roles and workflows as the pilot proves out.
Questions
What buyers ask first.
- How is it priced?
- Per agent, per subteam, or for the whole team, so you pay for the roles your work needs. Tell us what you want staffed and we will scope it with you.
- Can we start small?
- Yes. Most firms start with one workflow and the roles it calls on, run it as a pilot against how the work is done today, then add roles as it proves out.
- Do the agents talk to our clients?
- Not on their own. Your people approve the plan and the finished work, and nothing reaches a client until they do.
- Who is accountable for the work?
- Your firm, as it is today. The agents do the research, analysis, writing and review behind the work; your people make the decisions and own the result.
Tell us what you want staffed.
Bring a real request, anonymized: a client question, a fund to position, a product decision or a book to reconcile. We will show you the roles it calls on, at work.