The sync worker
Reads every client, account, advisor code, product holding, and KYC record from the back-office overnight - resolving duplicate codes and categorizing products - so the dashboard is current before anyone logs in.
Digital Workers
The recurring work, done overnight - so Monday starts with the exceptions, not the backlog
Hanna's digital workers sync the back-office, watch KYC, pre-check documents, monitor advisor websites, and chase the follow-up - on the schedule you set, with an audit trail on every action.
The digital workforce
Workers that run the recurring work - not another dashboard to check
The compliance watch
Re-checks KYC expiry bands, moves documents through the review workflow with SLA timers, and re-scans advisor websites and social profiles against CIRO advertising rules on a weekly cadence.
The document pre-checker
Reads each submitted document, pulls the problematic text, cites the rule, and tells the reviewer what to change - before a human opens the file.
My Digital Worker
A named voice and SMS assistant that handles outreach on proactive triggers - a birthday, an expiring KYC, a dormant client - from your own templates, and never forgets the follow-up. Every touch is logged.
On your terms
Automation you can hand to an examiner
You set the schedule. Nightly, weekly, or on a trigger - each worker runs when you decide, not on a vendor's clock.
Everything is audited. Every action a worker takes is logged with a timestamp, so an automated step is as reviewable as a manual one.
Scoped like a person. A worker can only reach what the account it runs under can reach - the same data-layer access control as a human user.
Reversible. Turn any worker on or off; nothing runs that you have not switched on.