How did we do yesterday, and why?
Every movement in the numbers arrives with the reasons the other intelligences found.
Agent Intelligence
Start every day knowing what changed, why, and what needs you.
Agent Intelligence rolls every other intelligence into one brief for leadership: the numbers that moved, the reasons behind them, and the few decisions only you can make.
This morning · example
- Agent IntelligenceBrief
Net deposits are 12% ahead of plan. The MENA desk drives two thirds.
$1.42M net186 FTDsMENA 66%3 sources - Agent IntelligenceDecision
Approve two hires for the MENA desk. It is running at 132% of capacity.
132% loadConversion holdingLead queue +40%3 sources - Agent IntelligenceBrief
Payouts are 18% of challenge revenue this month, inside the 25% target.
Revenue $640KPayouts $115KTarget 25%3 sources
01The questions it answers
Five questions, answered every day.
Each used to take an export, a spreadsheet and a meeting. Now each answer arrives with its evidence.
Which decisions need me today?
Only what sits above your team's authority reaches you, with a recommendation.
Where are we ahead of or behind plan?
Deposits, revenue, active traders and partner growth against plan, by desk and region.
Which desk or partner moved the numbers?
Contribution views show exactly who drove the change.
What does the risk picture look like this morning?
Risk events and breaches from overnight, in two lines.
02What it watches
Signals from across the brokerage, read together.
No single system holds these signals. The Brokerage Intelligence System connects them, so Agent Intelligence sees the whole picture.
Reads from
Lead IntelligenceDeposits, conversion, lead scores
Trading IntelligenceFlow quality, routing changes
Partner IntelligencePartner value and growth
Risk IntelligenceRisk events and breaches
Your planTargets by desk, region and month
Built inAgent Intelligence
Produces
Morning briefReady at 08:00
Decisions for youOnly what needs you
Plan varianceAhead or behind, and why
ContributionWho moved the numbers
03Try it
Read three mornings of briefs.
Pick a day. Each brief shows what moved, why it moved and what needs a decision.
08:00 brief
Needs you
04Who acts on it
Every decision goes to the desk that owns it.
Each one reaches the person who owns it, in the screen they already use.
| Decision | Goes to | Evidence used |
|---|---|---|
| Send the morning brief | CEO and leadership | All intelligences |
| Approve capacity changes | CEO | Desk load, conversion |
| Flag plan variance | CFO | Deposits and revenue against plan |
| Change a risk limit | Risk committee | Breach history, volatility |
See Agent Intelligence on your own data.
We will run it on a sample of your brokerage and show you the first decisions it would make.