Hops
Hops for financial services

RFPs, reporting, and client requests, covered and logged.

The full client lifecycle, from RFP to reporting, runs in one governed space.
  • Every client request closed, or handed to a human
  • Permissions inherited from the space
  • All inside Hops, where your team and one agent work together
Try HopsContact sales
On the team

From RFP to renewal, worked every day

Four standing routines. No prompting, no chasing. Nothing sits unanswered, and nothing sensitive ships without eyes on it.
RFP in, mandate signed
An RFP or new-client inquiry lands and @Hops opens the client space: drafts the response from your past won mandates, tracks every diligence question through the thread, and carries the engagement letter to signature. Nothing stalls waiting for someone to check the inbox.
Onboarding and delivery in the same space
The signed mandate becomes the workplan. KYC and account-opening documents chased to completion, reviews prepped on schedule, client reporting drafted from live data. The space that won the client is the space that serves them.
Every client request closed, or escalated
Every ticket, question, and request from a client gets read, followed up, and worked to done. Anything needing judgment — a suitability question, a fee conversation, an unhappy tone — brings a human in to review before it goes back out.
Follow-through across the book
After the request closes, the relationship keeps getting worked: check-ins scheduled, review dates watched, clients gone quiet for 60 days surfaced weekly. The whole book covered, not just the loudest accounts.
Beyond chat

Not just chat. The actual work.

One space carries the client from RFP to renewal, every request closed or reviewed by a human, every action in the audit trail.
A document titled 'Launch announcement - SSO on every plan' being edited, with a personal assistant suggesting text changes in a sidebar.
Collaborative Docs
Real collaborative documents. Hops drafts, edits, and comments next to your team. Every Hops edit labeled in version history.
A conversation thread about a bug where CSV exports fail on large boards, detailing issue reports, revenue impact, and a proposed hotfix.
Collaborative Threads
Conversations that carry the work. @Hops reads along, posts what it finds, and takes the next step right in the thread, next to your team.
Personal Assistant
Personal Assistant
Describe the job in plain language. @Hops runs it with everything it already knows: your context, your tools, your rules.
Integrations

Wired into your system of work

Hops for Financial Services works inside the tools your client teams already run on, with 2K+ connectors behind them, gated by admin allowlists per space.

Email and calendar

Reads the client thread, drafts the reply, books the review, and holds anything sensitive for a human before it sends.

Docs and knowledge

Drafts RFP responses from won mandates, keeps the workplan current, and labels every Hops edit in version history.

CRM

Tracks mandates, diligence questions, and review dates on the record, and surfaces clients gone quiet across the book.

Team chat

Posts the open-request list and every escalation where the client team already works.

Security that's already answered

SOC 2 Type II

Audited controls for security, availability, and confidentiality.

ISO 27001

Certified information security management.

ISO 42001

Certified AI management. Governance for the agent itself.

Permissions from the space

Hops and teammates inherit access from the space and its owners. No shadow permissions.

One AI teammate for the whole team

Knows the work. Forgets nothing. Shares with everyone.
Try HopsContact sales