SINGLE SOURCE OF TRUTHAuthoritative business data✓ Continuously maintained
PRIVATE AI
Reliable intelligence Controlled by design
Leading AI models through Amazon Bedrock, integrated into each client's dedicated AWS environment. Your data is not shared with model providers or used to train AI models. AI interprets the information. Business rules control the outcome.
AI brings together email, documents and business data into a single source of truth. Your people make the decisions.
WEALTH MANAGEMENT
One client file, always current
AI processes email and documents, automatically capturing, classifying and organizing client communications, commitments, watchlists and files. Financial information syncs daily.
Microsoft 365 InferenceFinancialsIn-context AI
PRIVATE CLIENT INTELLIGENCE● LIVE
EMAILREADCommitments inferred
DOCUMENTSFILEDClassified and linked
FINANCIALSSYNCEDDaily, read-only
CLIENT FILEUNIFIEDOne file. Nothing typed.
Commitment from email2 min ago
Financial data synced6:04 AM
Commitment closed from in-context chat1 min ago
✓ AI interpretation + controlled updates
MANUFACTURING
Leads, quotes, orders: Connected
AI processes sales communications and documents while APIs capture incoming leads. Leads, quotes and orders remain connected throughout the sales lifecycle.
Leads APIEmail InferenceIn-context AI
SALES OPERATIONS● LIVE
LEADSASSIGNEDBy manager
→
QUOTESCURRENTFrom email
→
ORDERSLINKEDVia quote
Lead from website4 min ago
Quote from email attachmentToday
Lead stage changed from in-context chat1 min ago
✓ Leads, quotes and orders, connected
ENGINEERING
One AWS account per client Never shared
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Dedicated AWS, not SaaS
One AWS account per client, managed by SGA. Applications, business data and AI inference operate in a dedicated client environment, with no shared application database or customer environment.
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No servers to manage
100% serverless application infrastructure. Native web interfaces and minimal dependencies reduce ongoing maintenance.
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Efficient by design
Lightweight systems scale with demand without keeping application servers running while idle. Infrastructure is built around actual work.
ABOUT SGA
Engineered around your businessNot the other way around
Decades connecting business needs with secure, intelligent technology.
We build a single source of truth from your business data, powered by AI.
LET'S TALK
Your business is unique Your AI should be too
Tell us what you want your business systems to do automatically.
