Move AI out of the chat window. Get 10 hours a week back.
Most firms already pay for Copilot, Claude or ChatGPT, yet nothing has sped up. In two weeks we set your client-data rules, get your first workflow working and time the saving on your own work.
We agree the work, price and timing before starting. If we cannot find 10 hours a week from your own timed cases, you do not pay.
For investment and advisory firms of 5 to 50 people.
So many firms put AI to work on a process nobody has written down, then blame it for not being good enough. We map the work with your team, then put AI where it actually saves time.
Previously at
Strategy
More capacity for client work
Less time on admin and first drafts. More time on the work clients pay for.
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Winning work
Win more work without the late nights.
We set up first drafts from your own approved material, so your team's time goes into the pitch.
First draft
1 Our understanding of the brief
Drafted from the client's brief and your call notes.
Drafted · from the brief2 Relevant work
Two case studies you approved for proposals.
Approved material · Mar 20263 Fees and timing
Needs a person -
Delivering work
Better work, in less time.
We use AI to raise the quality of what you deliver, with a person checking every figure and claim, and help you show clients how.
Results
Enquiries rose 18%1 over the quarter, against a 12%2 target. Most came from the September campaign, after two events3 with existing clients.
- 1 CRM export, 30 Sep Checked
- 2 Target in the agreed plan Checked
- 3 Event attendance lists Checked
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Running the firm
Spend your time with clients, not on admin.
Notes, actions and follow-up emails are drafted when the meeting ends, in the tools you already use. You check and send.
- Notes 6 points Ready
- Actions 3, each with an owner Ready
- Follow-up email Draft To check
Thank you for your time today. As agreed, we will send the revised plan by Friday and book your next review for March.
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Your team
Everyone gets better at it, not just one person.
Approved tools, one shared way of doing each job, and training on the work your team already does.
How we do it
- 1 Start from the brief and the call notes AI drafts
- 2 Add two approved case studies AI drafts
- 3 Check every claim and set the fees A person decides
Illustrations with example data.
How it works
Meeting follow-up
What counts as 10 hours
We time the same real cases before and after, across your team.Checking time counts, and hours only count where the quality holds.
What we build
Move faster
AI for FRONTIR's marketing and online presence
Our advice on AI tools and workflows took them from options to doing the work. Their launch site went live in under a day.
Marketing · Client work · Advice
Grow revenue
More leads from the network you already have
Spots moments like a client's business sale or a contact's new role, and drafts the note for an adviser to send.
Sales · Example build · App
Keep clients
Walk into every review prepared
Pulls the client's file, last notes and changes into one page before the meeting.
Client service · Example build · App
Whatever we build is handed over with an illustrated, step-by-step guide.
Made with Foxstep, our own app.
Screens are illustrations with example data, except FRONTIR's site.
How we handle client data
- You own your data and what we build It runs in the tools you already pay for, so it stays with you.
- Boundaries before work What we may see, touch and keep is written down first.
- Approved tools only We agree which tools may touch client material before any work begins.
- People keep authority Nothing is sent, shared or changed in client records without a person checking it first.
- Your data is not training data We do not use client material to train models.
What clients say
“Working with CURN changed how I think about what AI adoption looks like in practice. I had assumed the work would require a team, but they got to grips with the process, saw where AI could genuinely help and carried it through to a finished result. It showed me that the bigger opportunity isn’t simply doing the same tasks faster. It’s changing how the work gets done.”
“We came to CURN to understand how AI could help with our marketing and online presence. They helped us move quickly from discussing the options to doing the work. On our website build, their advice on AI tools and workflows helped us translate an idea into a fully working, published site in less than a day, and we no longer needed the slower, more expensive workflows and tools we had planned. We left knowing how to continue with the approach ourselves.”
What are you trying to change?
Free
Send us a business problem or question
Leave client details out. We'll send back a custom breakdown of how we'd fix it.
Or email info@curn.io
Rather talk first?
30 minutes with us on Google Meet.
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