Centaur PointA modern operating systemfor independent RIAs, designed around your firm
Centaur Point consults for independent RIAs and financial advisors, and licenses the AI operating system their practice runs on. human +machine +better process
“Weak human + machine + better process was superior to a strong computer alone and, more remarkably, superior to a strong human + machine + inferior process.”
Garry Kasparov · The Chess Master and the Computer · The New York Review of Books, 2010
Off-the-shelf AI runs every practice the same way.
We design custom agents around your workflows, your clients and the things your firm does better than anyone, so what sets you apart grows instead of flattening out.
The foundation
One layer that knows what’s true about your practice.
We connect the software you already run (your CRM, custodian, email and the rest) into one operational layer that every agent works from.
Set up securely, to fit your compliance needs, with private client data protected.
An illustration of what our work does
Transform a very human way of working
into order a machine can understand and operate
What we do together
Not every workflow is ready for an agent. Where a process isn’t working, we redesign it with you first. Leverage on a weak process only scales the problem.
Example provisions
The research your client asked for is done, and tailored to their situation.
Sales opportunities the conversation surfaced are queued for your review, with the reason each one fits.
A new client’s onboarding packet, account applications, transfer forms and agreements, comes back filled from the conversation and the client record, staged in your e-signature tool for every party to sign.
Every withdrawal, transfer and address change your clients asked for by phone or email is confirmed and batched into one list your ops person works through.
Pending compliance work is prepared and waiting on your review.
An end-of-day close: what moved, what is owed, and what the practice produced.
A short list of the decisions only you can make is on your desk.
Three hours of afternoon work, compressed to your approvals and your edits.
We learn how your firm works. Then we put AI to work in it.
Start here
So the first conversation is about your practice, not ours.
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1997
Deep Blue, IBM’s chess machine, became the first ever to beat a reigning world champion (Garry Kasparov).
2005
Freestyle chess was invented, human and machine on the same side (centaurs). Two amateurs with three computers beat the grandmasters and the supercomputers.
2016
AlphaGo beat a top professional at Go, a far larger game than chess. Then, human performance (flat for sixty-six years) began improving, because players changed how they worked.
Now
AI is moving through the business world now the way it moved through chess and Go. We are in the business world’s centaur point.
Once you understand the technology, you understand why it’s happening. We help with the how, the where and the when.
Let’s create your firm’s centaur point, together.
Centaur Point · Denver