Analyzes emails, CRM notes, call recaps, and advisor-rep interactions for missing documentation, inconsistencies, escalation triggers, or steps required by supervisory procedures.
Most supervision findings arise not from wrongdoing but from missing documentation, incomplete rationale, or informal language. Communication volume makes it impossible for principals to manually review everything consistently.
Communication review doesn't fail because advisors write badly. It fails because there's no systematic way to catch gaps, inconsistencies, or escalation triggers before they become findings.
This agent fixes exactly that.
Email, CRM, call summaries.
Missing steps, inconsistencies, escalation triggers.
If escalation is required, push to principal.
Evidence added to client & supervision record.
Missing: call rationale required for risk change.
Escalate: implied performance claims.
Follow-up needed: client requested allocation change.
Clear guidance on what's missing.
Only review what requires attention.
Consistent documentation standards.
Fewer blocked workflows.
Your advisors focus on clients. Your ops team gets consistency. Your principals get predictability. PitCrew handles the rest.