We deploy AI and automation tools throughout our workflow, providing a more efficient and enhanced service to clients.

A line navigating down

Our guiding principle: Technology serves strategy, not the other way around. We use AI across our entire workflow, automating routine tasks like media monitoring, list building, and meeting summaries, while also accelerating strategic ideation, research, and content creation. But human expertise always drives the last mile: senior strategists review, refine, and enhance every deliverable, applying the judgment, nuance, and industry experience that delivers superior service.

Deploying technology across the communications workflow

01. Automate

AI and automation handles the time-consuming operational tasks that traditionally eat up billable hours. Call recording and transcription capture every client conversation, automatically extracting action items and decisions. Smart task management systems track deliverables, deadlines, and dependencies without manual updates. Automated news monitoring surfaces relevant industry developments daily and recommends client-specific ideas for pitching.

02. Ideate

AI dramatically speeds up the research phase critical in shaping communications strategy. We can rapidly build and qualify media lists based on beat, coverage history, and relevance. Or identify speaking opportunities, relevant awards, and industry events worth targeting. Trend analysis surfaces emerging narratives and conversation shifts in your sector. Competitive intelligence gathering happens continuously rather than sporadically.

03. Create

AI accelerates the creation process, but never replaces the critical human refinement. Technology generates first drafts of communications strategies, drawing on previous best practice examples and your specific positioning. Press releases, thought leadership articles, and pitch materials get developed faster with AI assistance. Every piece of content goes through rigorous senior review and enhancement, ensuring strategic coherence, authentic voice, regulatory sensitivity, and the nuanced messaging that financial services demands.

Tools we use

  • Anthropic

  • Fireflies.ai

  • Google Gemini

  • OpenAI

  • Yoodli

  • Zapier