- Our SolutionsOne Business Memory for every size of business
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A short walkthrough of how scattered files, threads and records become one connected context.
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We partner with a small number of teams each quarter to bring their business memory online.
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Notes on making business context usable as AI becomes the way people find answers.
Read the blogHarbor Financial · Financial services
One shared context across advice, compliance and marketing.
A regional advisory firm brought policy documents, client communications and public guidance into a single governed memory — with clear rules for what could be used where.
- 93%
- Answers matched to a source
- -50%
- Review cycles per document
- 2 wks
- To first working memory
Background
Harbor Financial's guidance changed often, but its published material did not always keep pace.
Compliance review had become the bottleneck for every piece of client-facing content.
The challenge
- Guidance updates reached teams unevenly
- Marketing worked from copies of documents that had already changed
- No record of which statements had been approved, or when
- Sensitive material needed clear boundaries on where it could be used
Our solution
Saticoy assembled a governed memory with access rules for each source, so restricted material informed internal answers without appearing in public content.
Each answer carried its source and date, giving reviewers a fast way to confirm accuracy instead of rereading whole documents.
Impact and results
- 93% of answers traced directly to an approved source
- Compliance review cycles halved
- Outdated guidance removed from circulation within a day of changing
- A working memory in production two weeks after connection
“The review conversation changed from 'is this right?' to 'here is where it came from.'”
Illustrative demo data