It triages your inbox, briefs you before every meeting, drafts in your voice and runs private research — all inside your own cloud and Google Workspace. In regulated finance, nothing is sent, booked or committed in your name until you approve it, and every approval is recorded.
An assistant that sends or commits in your name, unprompted, is the kind of uncontrolled action a regulated firm cannot defend. One autonomous message to a regulator is one too many.
Correspondence with investors, regulators and customers carries obligations. Every message must be deliberate, reviewable and on the record — not sent by a tool you can't account for.
Where your data lives, who can touch it and which jurisdiction governs it are conditions of doing business, not afterthoughts. Most AI tools ship your data somewhere you don't control.
It proposes; you approve in the chat thread; only then does anything send, book or commit. Nothing goes out in your name unapproved — the control is structural, not a setting.
Every proposal and every approval is written to a tamper-evident record — who approved what, and when — so you can evidence control to auditors and regulators on demand.
It runs inside your own cloud account and Google Workspace, with least-privilege access scoped to what it needs. Research queries stay private; no third-party holds your data.
You ask in chat — "reply to the investor", "find me an hour with the regulator", "brief me for the board call". It drafts the exact action.
Right there in the thread: "approve", or "tighten the wording first". You're never more than a word away from control.
Only the approved action runs — the email sends, the event books, the doc is created — and every decision is logged to the ledger.
Every email, every meeting, every document, every task waits for your approval before it happens — and every proposal and decision is recorded in an immutable, audit-ready ledger. You get the leverage of an always-on chief of staff without ever handing an autonomous tool the authority to act for you in a regulated business.
Book a short exploratory session — we'll discuss your priorities and where RAD Professional can take the most off your plate, with the gate and the ledger keeping every action approved, recorded and auditable, in your own Google Workspace.