AI Jumpstart
“A short, focused project getting inside your business to map how work moves, audit systems and data, prototype real software on your workflows, and deliver a roadmap.”
Switchboard
“Switchboard maps how your business runs today, then rebuilds it with the AI agents, workflows, and software you've always wanted.”
Products & services
Questions & answers
What kind of companies do you work with?
“We primarily partner with mid-market teams, usually 100 to 1,000 people, growing fast enough that they need a proper plan around AI and operational improvements that lead to meaningful ROI. Operational patterns repeat across industries, and because our own delivery runs on AI, we get fluent in whatever's unique to you in weeks, not quarters.”
How much does it cost?
“Engagements start with a Jumpstart, affordable, fixed-scope, and fixed-price for mid-market businesses. Deployment Studio engagements run as monthly retainers sized to the work. We'll quote both very quickly after we chat.”
How long does it take?
“A Jumpstart runs two to eight weeks depending on scope. One workflow takes two to four. A whole team, four to six. The whole company, six to eight. Most teams continue with a Deployment Studio engagement after, which ships working software on a regular basis with a scope you control.”
Do we own the software after you build it?
“Yes. Everything we build lives in your repos, on your infrastructure, with your team. We hand off cleanly and document as we go.”
What kinds of financial services firms do you work with?
“Six segments: lending and credit, insurance, real estate and infrastructure, investment management, fintech and payments, and payroll and benefits. Inside those, everything from specialty lenders and private credit funds to MGAs, wholesale brokers, TPAs, real estate syndicators, title and escrow, RIAs, fund administrators, family offices, payment facilitators, money services businesses, PEOs, and retirement plan administrators.”
My firm doesn't fit neatly into one of those six. Are we still a fit?
“Almost certainly yes. The six segments are a way to organize the page, not a filter.”
How do you get up to speed on our specific business?
“By starting from work we’ve already done. Agents like three-way reconciliation and the loan conditions tracker already do the job most firms do, so the 3 to 6 weeks go into fitting one to how your files, deals and cycles really move, your systems and your controls.”
How do you handle security, regulated data, and our examiner?
“We build to your specs, inside the controls your firm already has, rather than asking you to accommodate ours. Our team has worked in environments handling PII, SOC 2 requirements, and regulated records.”
Will this hold up with our examiners?
“Every decision is logged with what it read, who approved it and when a rule changed, and the test on your own past work is on file.”
Where does our data live?
“In your systems and your cloud. Agents read only what each job needs, and when a step needs AI, the text goes to the AI provider on your own account, under terms that don’t train on it. We show you those settings before anything goes live.”
Our process isn’t quite like this. Will it still work?
“That’s the usual case. The job looks the same in most businesses, but the details never do. We map how your team does it today, then set the rules, systems and approvals to match. That’s what most of the 3 to 6 weeks are for.”
Can we start with more than one?
“Yes. Three agents share most of the setup, so together they’re $30,000 instead of $37,500. Not sure which three? An AI Jumpstart maps it with you.”
Will clients know an agent was involved?
“Emails go from your team’s addresses. If your firm tells clients when AI is involved, we set that wording up too.”
Which tools does it work with?
“Your CRM, time tracking, billing and project tools. If one has no way to connect, that is quoted before we start.”
What does it cost to run once it’s live?
“Hosting and AI, paid straight to the providers, not through us. It usually costs a small fraction of what the same work costs by hand, and we work out your figure from your real volumes before you sign.”
What if the handbook doesn’t cover it?
“It says so and hands the question to your HR partner, who can add the answer to the handbook for next time.”
Can people see each other’s information?
“No. It answers from the asker’s own record only, under the access rules you already set.”
How do you measure it?
“Before any work starts, we measure where you are today. For this agent it’s the share of questions answered without waiting on HR. We measure it before we start and again at day 30, so you can see what changed.”
Data formats & record details
Download this profile and inspect its supporting evidence.
- Entity ID
- urn:readyscan:entity:switchboard-q140329283
- Material fingerprint
- fnv1a64:fc0d848488b4c8af
- Entity revision
- fnv1a64:543c2aeaf7af15d2
- Published
- 2026-10-25
- Modified
- 2026-10-25
- Source summary
- Switchboard: “Switchboard maps how your business runs today, then rebuilds it with the AI agents, workflows, and software you've always wanted.”