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The AI crew built for financial services.

PitCrew combines AI agents with human experts, so the everyday work of your firm gets done, from client requests to reconciliation, without adding headcount.

Request a call How we work
SOC 2 Type II · Never used to train AI
5
WORKING DAYS TO LIVE
60+
READY-MADE WORKFLOWS
80+
TOOLS FOR FINANCIAL FIRMS
40+
SYSTEM CONNECTIONS
outlook.office.com/mail/inbox
OutlookOutlookSearchMS
FocusedOther
Barbara Hoffman10:02 AM
Wire for Friday’s closing
Hi Mike, we close on the house Friday
PitCrew
Tom Brennan9:41 AM
Q4 fee question
Why was this quarter’s fee higher than usual?
Paul DeckerMon
Trust statement for our attorney
Could you send the latest statement to
‹ Inbox
Wire for Friday’s closing
PitCrew: client request opened
BH
Barbara HoffmanTo: Mike Sullivan
10:02 AM
Lakeview Title wire instructions.pdf
Hi Mike,

We close on the new house Friday. Could you wire $40,000 to Lakeview Title? Their instructions are attached.

Thanks,
Barbara
ReplyReply allForward
Search households, agents, runsCtrl K
MS
6
Home / Client requests / Hoffman

Hoffman Household Service Request Handling

Request
Wire $40,000 to Lakeview Title for a home closing
What the agent checked
Destination Lakeview Title is new, not a standing instruction, so the firm requires confirming with the client first (MM-02)
Changes in the last 30 days No address, phone or email change
Cash $52,300 in the joint account; no sell needed
Confirmed Barbara confirmed the amount and bank with Jen, 10:12 (Salesforce note)
DoneChecks passed, wire form filled in. Sent to Mike to approve
Search households, agents, runsCtrl K
MS
6
Home / Inbox / Approve the Hoffman wire

Hoffman Household Service Request Handling

Steps to done
  1. Client asks to move money
  2. Checks the request
  3. Client confirmed
  4. Pre-fills the form
  5. Advisor approvesMike approves
  6. Submitted at the custodian
  7. Confirms and tells the client
Reply drafted
Hi Barbara, the $40,000 wire to Lakeview Title is approved and goes out today. Schwab will email you a confirmation once it’s sent. JenHi Barbara, the $40,000 wire is approved and goes out today. Jen
Approve wire Approved by Mike, 10:31 10:48 Kevin submitted the wire at Schwab
ServiceCasesHouseholds
Case · 00051207Wire $40,000 to Lakeview Title
HouseholdHoffman
OwnerMike Sullivan
StatusClosed
OpenedConfirmedApprovedClosed
Activity
11:06 AMReply sent to Barbara from Jen
10:48 AMWire submitted at Schwab by Kevin, confirmation saved
10:31 AMApproved by Mike
10:12 AMBarbara confirmed the wire with Jen
10:02 AMOpened by PitCrew from Barbara’s email
PitCrewPeople did 3 things: Jen confirmed with Barbara, Mike approved, Kevin sent the wire. PitCrew did the rest and logged it here.
Partners
Amazon Web Services TradePMR
Featured in
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Client work stalls in the hand‑offs.

Each step on its own takes minutes. What takes days is the waiting: a client request sits in an inbox, meeting notes sit until the advisor writes them up, and a new account form waits for someone to fill it in and spot what’s missing.

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A TYPICAL TUESDAY · ILLUSTRATIVE
8:00am

A quiet start. Nothing is waiting yet.

8am5pm

PitCrew picks up the work that waits.

It logs the client request, turns meeting notes into CRM tasks, and fills in new account forms and flags what’s missing, so your team only reviews and approves. More than 60 ready-made agents, run by your firm’s rules.

See all 60+ agents →
Don’t see your work? We build it with you.Tell us the task

Two ways to work with us.

We build it for you

Our experts design and build your workflows, deploy them, and hand over. Your team operates them from day one.

WE BUILD WE DEPLOY YOU OPERATE
You build on the platform

We deploy the PitCrew platform in your environment and train your team. Your own people build and run their own workflows.

WE DEPLOY & TRAIN YOU BUILD YOU OPERATE
Whichever way you choose, the same platform is underneath.
The PitCrew platform
01Work orchestration

Dozens of steps, hundreds of clients, the right context on every one.

step 14 of 22 · 967 clients
02Tools that do the work

80+ tools built for financial firms: meeting notes, client emails, custodian files, fee math.

MEETING NOTES SCHWAB PDF FEE CALC ADV PARSE + 76 more
03Connected to your systems

Pre-wired to the systems your firm runs on. 40+ connections.

Charles Schwab Fidelity Orion Salesforce Tamarac + 35
04Build, share, deploy

Describe the task in plain English. PitCrew builds the workflow and shares it across the firm.

DESCRIBE IT → TEST RUN → DEPLOY FIRMWIDE
05Governance built in

Your written policies enforced, with citations. A person approves the key steps.

APPROVED R. Mehta · Oct 14, 9:42 AM
policy §4.2 cited
06Portable by design

Switch AI models or move clouds without rebuilding your setup.

CLAUDE ⇄ GPT same test results after the switch

Either way: 5 working days from data access to the first production run.

Request a call

We work with your firm until the agents are live.

Our experts embed with your team, configure the platform to your rules, and stay until the output matches your judgment. We set it up and your team signs off.

01
02
03
04
05
DAY 1
Map your rules
your rules, templates and approval paths written down
DAY 2
Connect your systems
read-only until you say otherwise
DAY 3
Test on your real data
your team checks every result
DAY 4
Adjust the rules
where your team disagrees, we change the rules
DAY 5
Go live
running to your rules, with a person approving the key steps.
Day 3 of 5.

Your agents work through last quarter's real data, and your team checks every result. Where your team disagrees, we adjust the rules. By day 5 the work runs to your rules, not ours.

See how we work →

Yours to keep: platform, agents, results.

When we leave, the platform, the agents and the results of every run stay with your firm, running in production.

Platform

Yours to run and extend. Build new workflows on it, or bring us back for the next initiative. Either way it keeps working.

Agents

Configured to your service standards, your fee schedules, your approval paths. They keep running after the last day we are in the building.

Outcomes

Requests closed, meetings followed up, overcharges caught, hours returned. Counted from day one.

“PitCrew did an incredible job translating regulatory language into Automated Reasoning policies.”
Amazon Web Services Stefano Buliani · Product Manager, Amazon Web Services
10 min
to onboard a new client, down from 3 to 4 hours of manual data entry
30 min
for manual cross-referencing, down from 2 weeks
30 sec
to clear a marketing or social post, down from a 3-day review queue

Results from PitCrew agents in production, as published by AWS. Read the AWS case study →

CONTROLS
SOC 2 Type II
YOUR DATA
Never used to train AI
ENCRYPTION
AES-256
OVERSIGHT
A person approves the key steps

Built by operators from LegalZoom, Intuit, and Atlassian.

Five Steps to Governed AI, the PitCrew playbook

We wrote the playbook.

Five Steps to Governed AI. The book on taking AI into production at a financial services firm. Decide, ground, calibrate, prove, operate. Free.

Read the book, free, no email gate →

Common questions.

Is PitCrew for advisors or for operations?
Both. Agents handle the work around clients (requests, meeting follow-ups, proposals) and carry it through to trading, operations and billing. Advisors approve what touches their clients; operations sees every step. One platform, one history for every request.
We already use a meeting notetaker. Do we replace it?
No. Keep it. PitCrew takes the notes or summary it produces and does the work that follows: CRM updates, staff tasks, the client email draft, the paperwork, and the operations steps behind them.
How long until we're live?
5 working days from data access to the first production run. Our experts embed with your team, configure the platform to your rules, and test on your real data. The clock pauses when we are waiting on access from your side.
Who builds the workflows, you or us?
Either. Most firms have us build and deploy the workflows, and their team operates them from day one. Firms with their own engineering and analyst teams have us deploy the platform in their environment and build their own. Same platform underneath, and neither way is the junior option.
Do we need to replace our existing systems?
No. PitCrew connects to your existing stack via API. Schwab, Fidelity, Pershing, Orion, Salesforce, Tamarac, and 40+ others. No rip-and-replace.
Is our data secure, and where does PitCrew run?
SOC 2 Type II certified. Your firm gets its own private deployment, in your cloud account (AWS, GCP or Azure) or in ours, and nothing is shared with any other firm. Data is encrypted at rest (AES-256) and in transit (TLS 1.2+). Your data is never used to train AI models, and the models keep nothing after each step. The run history (what ran, what it found, who approved it) stays in your firm's private deployment, for your team to review.
What types of firms use PitCrew?
Wealth management firms (RIAs and broker-dealers), family offices, RIA aggregators, fund administrators, asset managers, banks and credit unions, insurers, private equity and private credit firms, venture capital firms, and pension funds and endowments.
How is PitCrew different from general AI tools?
General AI tools require your team to build and maintain every workflow from scratch. PitCrew ships with ready-made workflows grounded in how financial firms actually run, and every run is traceable: what ran, what it found, and who approved it. You get a platform and a team, not just software.
What happens after deployment?
You keep the configured platform with all agents running in production. Your subscription covers bug fixes, threshold and rule adjustments, report format changes, approval step changes, failed batch re-runs, proactive monitoring, and platform upgrades. New workflows and new system integrations are separate engagements. For support, email support@gopitcrew.com (US business hours, Monday to Friday).

Type the task you hate.

Tell us your biggest bottleneck. See exactly how PitCrew would take it on.

Show me how to fix it →

Start with a 30-minute call.

Bring the task that eats your week. The crew does the rest.

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