Find company answers
Search approved policies, past work, SOPs and client history with links back to the source.
Forward-deployment implementation partner
Put AI to work
inside your firm.
We design and implement AI workflows around your information, systems, rules and outcomes - for teams that need useful technology, not another experiment.
For managing directors, CIOs, CTOs, CFOs, CAIOs and transformation leaders.
3,022attendees across events
16events in 2026
25workshop students
Build Your Hermes AI Agent in 5 Hours, plus 3,022 attendees across 16 events in 2026.
01 / Start with the work
Your firm already has the information. It is just not working together.
Policies live in folders. Decisions sit in email. Client history is spread across systems. Experienced people carry the exceptions in their heads.
We turn one repeated, valuable task into a tested workflow - then build the shared foundation that makes the next one faster.
02 / What we build
Start with the work.
Build what it needs.
Research and track change
Prepare cited briefs and monitor selected regulatory, market or client changes.
Handle routine operations
Review documents, draft proposals, update records and route exceptions after agreed checks.
Inside the workflow
Illustrative workflows
Example content, not live client systems. Each workflow is shaped around your permissions, sources and review points.
01 / Research with Hermes
An answer worth checking.
Start with a question, not another open tab. A Hermes research workflow gathers selected sources, compares the evidence and prepares a brief your team can inspect.
- Define the question and approved sources
- Gather findings with links to the evidence
- Review the cited brief before sharing
02 / A company second brain
Keep the context. Find the connection.
Bring approved notes, policies and past work into searchable, linked knowledge. Follow an answer back to its source and see how a decision connects to the work around it.
- Connect authorised company knowledge
- Search across notes, policies and past work
- Follow linked context back to the source
03 / CRM ingestion
From conversation to record. With a review in between.
Turn meeting notes or an authorised source into a proposed CRM update. Check the extracted details, resolve uncertain matches and approve the changes before anything is written.
- Extract proposed fields from the source
- Review matches, gaps and suggested changes
- Approve the update before writing to the CRM
03 / Why forward
Keep your options open.
Open-weight and frontier models
Use the right model for each workflow. Combine open-weight models with paid frontier platforms without rebuilding the whole system.
Your architecture, your infrastructure
Design around your access rules, data boundaries and operating reality. We connect to the tools you already rely on.
Resilience when the market changes
Local and portable infrastructure gives you room to switch models when pricing, availability or capability moves.
04 / How it works
From one workflow
to a working system.
01Discover
Choose a repeated task, map the information and agree what a good result means.
02Prototype
Shape the architecture, build a small pilot and test it against real examples.
03Implement
Integrate the workflow, permissions and review points with your team.
04Operate
Deploy, hand over and improve with an agreed support model.
05 / Before we start
Bring one workflow.
We will bring the questions.
You do not need perfectly organised information to start. These are the things we will explore together.
Use this checklist on the call ↗- Can you name a repeated task and why improving it matters?
- Is someone accountable for decisions and project support?
- Can your team provide real examples and review outputs?
- Do you know where the information lives and who owns it?
- Can you arrange authorised access and clarify data restrictions?
- What does a good result look like, including difficult cases?
- Who will own adoption, exceptions and ongoing operation?
06 / Go further
See the implementation model.
Get the profile deck after you tell us a little about your role and firm. We use this information to prepare a more relevant conversation.
A first conversation about your business
What should your team
stop doing manually?
45 minutes to explore one task, its constraints and a useful next step.
Book a discovery conversation ↗