Surface sector-relevant items for live accounts
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.
In / outSector source feeds + live account profiles → ranked shortlist of value-touch candidates per account with relevance rationale
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
Autonomously monitors news, publications, and sector sources and matches incoming items to each live account's profile and situation, surfacing a ranked shortlist of value-touch candidates with a one-line relevance rationale. Used as a standing watch so the operator is prompted with timely, on-point material rather than hunting for it.
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.
Autonomy: Acts autonomously — runs end-to-end without a human in each loop.
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