Surface sector-relevant items for live accounts
Decides which actions to take, in what order, toward a goal.
You might say…
“I want to be the advisor who notices things — but I can't watch every source for every client. This does the watching so I show up at the right moment.”
What it does
Monitors news, publications, and sector sources on a standing basis and matches incoming items to each live account's profile, surfacing ranked value-touch candidates with a relevance rationale.
Trigger: Use as a standing watch so the operator is prompted with timely, on-point material for live accounts rather than having to hunt for it.
I/O: Sector source feeds + live account profiles → ranked shortlist of value-touch candidates per account with relevance rationale
Autonomy: Acts autonomously — runs end-to-end without a human in each loop.
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The primitives are the commodity part. The fastest next step is a conversation about composing them into something that works for you.
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