Automates your supervisory review → flag → escalate → document procedures, ensuring every advisor and rep follows the required steps—consistently and without delays.
Supervision breaks down when activity comes in from everywhere — email, CRM, trades, notes, alerts — and supervisors are expected to keep all of it in their head. That's when firms get:
Supervision doesn't fail because people don't care. It fails because the workflow isn't explicit, enforced, or trackable.
This agent fixes exactly that.
Emails, call summaries, CRM notes, review queues—all analyzed against your supervisory procedures.
Checks documentation completeness, rationale consistency, escalation triggers, and missing steps.
Routes to the correct principal, tracks follow-ups, updates status, and builds evidence automatically.
Missing documentation detected: No rationale recorded for trade.
Suggested follow-up: "Confirm investment objective and record rationale."
Escalation triggered: Communication requires principal review.
Routed to: Principal Queue B.
Review complete: All required supervision steps satisfied.
Evidence attached automatically.
Less back-and-forth. Fewer missing steps. Clear expectations.
Clean queues, consistent routing, reliable context for decisions.
No more chasing for updates, escalations, or missing items.
Audit-ready evidence without manual assembly.
Your advisors focus on clients. Your ops team gets consistency. Your principals get predictability. PitCrew handles the rest.