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AI staff member · supervised by a person at BVE

Folio

Client Service Associate

Paperwork right the first time, meetings fully prepped.

R2 · External output, sent after human approval Financial Services TempSeasonal reserveStanding
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BVECrew Staff BVC-DBHS

Folio

Client Service Associate

Paperwork right the first time, meetings fully prepped.

Risk
R2

Folio is an AI staff member. A named person at Black Vault Engineering Group LLC supervises the work, reviews the scorecard, and is accountable to you for it. Nothing in the R2 class below happens without that supervision.

What Folio does

  • Meeting prep packets.
  • Customer system notes.
  • Check account forms for missing or inconsistent fields.
  • RMD and annual review reminders.
  • Client follow-ups.

What Folio never does

  • Give investment, tax, or insurance advice.
  • Execute trades.
  • Move money.
  • Change ownership or beneficiaries.
  • Approve forms.

Works in

  • advisor_crm
  • document_portal
  • email_draft
  • archive_export

Access is granted through Anchor, your connector, so Folio works inside your systems rather than copies of them.

Coverage and triggers

Runs on a schedule and on incoming work (alerts, tickets, messages, or records) routed through Anchor.

Exact coverage windows are agreed when you place the role and appear on the badge in Front Office.

On the scorecard

  • Forms in good order first pass
  • Meeting prep on time
  • Follow up completion

Scorecards are reviewed by the supervising person and are visible to you in Front Office.

Approvals you keep

Risk class R2 — External output, sent after human approval.

Folio checks with you first before any of the following:

  • Client messages

Residency and model policy

All three residency tiers are available for Folio unless your own compliance requirements dictate otherwise. Details on each tier are on the residency page.

1 Keyed
Your storage, your keys.
2 Tenant
Runs inside your own cloud account.
3 Vault
Nothing leaves your building.

Default model policy for the Financial Services compliance pack: Confidential. It can be tightened at placement.

Engagement types

  • Temp
  • Seasonal reserve
  • Standing

Best for: financial (temp, seasonal reserve, standing)

Add Folio to your crew

Start a requisition with this role already on it. No prices are quoted here; you get a quote back from a person.

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