Consultant Database Management demo

What the demo shows

Keeps every consultant database profile current from approved fund data, for RFP teams

Each strategy opens on a freshness grid: rows of database fields, columns of the consultant portals, and a mark in every cell for fresh, awaiting approval, stale, waiting or in conflict, with the agents' conversation beside it. Seven agents run the quarter. The Planning agent sets deadlines and watches SLAs; the Sourcing agent fills every field from approved data only, never the CRM; the Conflict agent compares each field with every portal's live value and the sources, traces the cause and proposes a fix without overwriting; the Compliance check agent tests performance presentation; the Freshness agent raises stale and change alerts and drafts notices; the Narrative agent writes local-language text from approved English; the Submission agent files each portal with a receipt and a read-back. The coordinator approves fixes and releases, Compliance approves every performance figure, Consultant Relations signs every message to a consultant.

Transcript

1. 0:00Consultant Database Management keeps every consultant profile current for RFP teams.
2. 0:09Consultants steer most institutional money and screen managers on profiles like these.
3. 0:17Each mark is one field on one portal, fresh, stale, or in conflict.
4. 0:24The Sourcing agent filled every field from approved data, never from the CRM.
5. 0:31One mark is red.
6. 0:33Fenwick Hale shows $4.21 billion, not $4.12 billion.
7. 0:40The conflict agent traces a hand-typed CRM edit and changes nothing itself.
8. 0:48Asked about model assets, it answers no and cites the policy.
9. 0:55Jamie approves the fix, then compliance approves every figure.
10. 1:01Released. Ten portals submit with receipts.
11. 1:05Two wait for their reviewers.
12. 1:09Every field cited, every approval signed, every submission logged.
13. 1:15The result? 48 conflicts caught first and zero figures sent unsourced.
14. 1:22Built on Botminds: agents, data, screens, and governance on one platform.

Transcribed from the film’s narration. Captions are on the player.