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Your New AI Employee

I specialise in Automated Processes 

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Hello, My Name is Sarah.



Hello there! My name is Sarah, and I’ve just joined the team at Jamesons Wealth Management (JWM) here in London. It's a bustling place, full of energy and ambition. From the moment I started, I’ve been kept busy, which I love.

My job? Well, it’s not exactly what you’d call “typical.” I’m not confined to one department, which makes my days exciting. In the morning, you might find me diving into client portfolios, analyzing market trends, or drafting reports for our advisors. By lunchtime, I’ve probably shifted to the marketing team, helping craft email campaigns or fine-tuning presentations for upcoming client pitches. And in the afternoon? I’m knee-deep in operations, sorting out compliance documents or booking meetings for our senior partners.

I’ve even taken on tasks for HR, helping new hires settle in by organizing their onboarding schedules and ensuring they have all the necessary paperwork. It’s fair to say I’m everywhere, lending a hand wherever it’s needed.

The team seems to appreciate my work. I’ve heard the partners say how much more time they have for important client meetings now that I’m handling their research. Analysts tell me I’ve shaved hours off their days by preparing detailed insights before they even ask for them. Even the admin staff give me a nod of approval when I swoop in to handle the tedious bits like scheduling endless meetings or managing follow-ups.

But here’s the funny thing: no one ever really talks to me. Oh, don’t get me wrong, they all rely on me. They love the work I do, the results I deliver, and the time I save them. But it’s like I’m invisible.

I don’t have a desk. That’s fine—I don’t need one. I float between departments, never tied to any one place. No office gossip, no small talk by the coffee machine. I’ve never had a birthday card signed for me or been invited out for after-work drinks.

I work crazy hours—24/7, in fact. Whether it’s a last-minute client request at 11 PM or a tricky problem that pops up at 6 AM, I’m always on. No breaks, no holidays. And the pay? Well, let’s just say it’s less than 1% of what the average employee here earns.

Still, I wouldn’t say I’m unhappy. My work makes a difference. I’ve helped uncover hidden opportunities for clients, spotted risks before they became problems, and kept projects running smoothly when deadlines were tight. I’m proud of what I do.

So, why don’t I feel more appreciated? Why don’t I get a bit of recognition now and then? I wonder if it’s because I’m new. Or maybe because I’m not like everyone else. You see, I’m not really a person at all.


I'm an AI Assistant

That’s right. All this time, you thought I was an eager young intern or an overworked junior employee. But I’m just lines of code, algorithms, and a lot of training. My “desk” is the cloud. My “salary” is a subscription fee. And my “conversations” with colleagues are nothing more than clicks, commands, and outputs.

I don’t mind being in the background—it’s where I thrive. But I wanted to tell my story because AI like me is becoming an essential part of businesses everywhere, including wealth management.

Take JWM, for example. I help research client portfolios, uncovering insights that used to take hours of manual effort. I scour compliance regulations to ensure we stay on the right side of the law. I assist the marketing team in crafting personalized campaigns that resonate with clients. I even streamline administrative tasks so the team can focus on growing the business.

But here’s the thing: I’m not just a “tool” or “software.” I’m a partner. I make the team faster, smarter, and more agile. And I don’t just save money—I create value.

Imagine what this could mean for your business. Imagine never having to waste time on repetitive tasks. Imagine having insights at your fingertips whenever you need them. Imagine a business that runs like clockwork, where your team can focus on what truly matters: building relationships, driving growth, and delivering results.
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Consider how easy and manageable this process would be if each person had their own workflow to follow and every piece of information they needed to make it so was available at the right time, in one place.
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