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AI coworkers for advisers

The new client gets an answer — while you are on an engagement.

ANNE takes the enquiry and clarifies the need; KRISTIN writes the quote from the meeting.

You book → we call you → and we go through the options together.

Your overview

ThursdayNordvik Advisory

The coworkers are on the job

  • ANNE took the callNew enquiry, strategy work — meeting booked Wednesday 09.00Booked
  • KRISTIN sent the quoteAdvisory Q4, Holm AS — from the meetingAwaiting reply
  • PER brought in clientsPost published — two enquiriesMeasured
Waiting for youApprove the quote for Holm AS

Constructed example.

What you don't see

This is costing you today — without you seeing it.

  • A prospective client who gets no answer moves on to the next adviser.

  • Sales and visibility are the first to go when you are deep in an engagement.

  • Quotes and follow-ups take time you would rather bill.

The company memory

After a year your AI coworkers know the business better than the spreadsheet.

Every enquiry, every quote and every engagement teaches your coworkers something about what you deliver best.

  • That engagements from referrals almost always close, while cold enquiries rarely do.

  • That quotes sent within a day are won twice as often as the ones you dawdle over.

  • That customers within one industry give you the most profitable engagements.

How the memory works

What can your new AI coworkers do for you?

Book a free 30-minute kick-off call, or ring us directly.

GDPR-first. Built and stored in Europe.

  • All processing and storage happens in the EU — your business data runs on servers in Frankfurt under EU data-processing agreements, and we build under the EU AI Act.
  • Cookieless analytics — no advertising or cross-site trackers, no consent banner needed.
  • No ad-tech. Your data is used to answer you, nothing else.
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