I did not want a tool that dictates how I work. Today the system maps my workflow, and the AI moves within it inside clear limits.
Built in the project
- A custom CRM built around customers, households, properties and cases.
- Existing information brought together for day-to-day work.
- An AI agent for research and operational tasks within defined permissions.
- Business AI access with contractually agreed data processing terms.
Enrico BaronettiIndependent regional manager (HGB)Postbank Finanzberatung AGQuotes translated from German.
