For advisory and finance
Meet the three I'd hire before another associate
Set each one up once. They just run. Nothing goes to a client or a regulator until you have read it.
Shift log · Friday
Waiting on you
Escalate the signature one? It is the only one where the date cannot move. The other two have a week of slack. Nothing goes out until you say so.
Written downso far
In your words
Things people actually ask.
No workflow to build. You say it the way you'd say it to a new hire.
What is due to the regulator this quarter, and what is still outstanding?
Pull the last four quarterly statements for the Renwick account and tell me what changed.
Draft the quarterly note for every client whose allocation moved more than five percent.
The staff
The three I'd hire first.
Hire one, or all three. They hand work to each other, and each is the same Hand with a different brief and different accounts attached. You name them.
Dawn
Client service
- Reads what came in
- Drafts the reply
- Books the review
- Logs what was agreed
Gmail Calendar Docs
Signed in once, and only for this company.
For “the email I read and did not answer”
Sable
Analysis
- Pulls the statements
- Reconciles the positions
- Explains what moved
- Cites every figure
Sheets Files Browser
Signed in once, and only for this company.
For “the number I cannot re-derive”
Hale
The diary
- Tracks every filing
- Watches the renewals
- Chases the missing document
- Writes Monday's position
Calendar Files Gmail
Signed in once, and only for this company.
For “the deadline I found out about late”
The jobs
The jobs they do here.
Each one is a brief, not a feature. Open it for how it goes, where it stops, and what it needs.
Forty thousand rows. Tell me which customers we lost and roughly when.
Check every number in this before it goes out.
I have been away since Thursday. What did I miss?
What is due before the end of the month that nobody has started?
Same report as last Friday, with this week's numbers.
Get the four of us in a room next week, an hour, not Monday.
I need to be in Manchester Tuesday morning and back that night.
I think we have the same twelve companies in here under different names.
Notes from this, and the actions on the board.
Questions
The ones that come up first.
Is it giving financial advice?
No, and it should not be asked to. It does the work around the advice — reading the statements, reconciling the positions, drafting the note, keeping the diary. Every figure it uses carries the document and the date it came from, so the advice, and the responsibility for it, stays yours.
What about client data and the record?
It stays in your own Hands account, kept apart from every other customer's. Everything a Hand did is written down with its sources, which is the same thing you would want for a file review. You can export your records as spreadsheets.
Financial firms: get started today.
Sign in, brief your first Hand, and read what it did. Plans start at $20 a month, with work included.
