Superkind for financial advisors
Monitoring portfolios, creating reports, preparing meetings and informing clients.
In a patent firm the same work comes back every week: checking deadlines, summarizing searches, informing clients, managing fees. You hand this work to Superkinds. You describe it once in Slack, Teams or by email, they do it in your tools, and nothing goes out before you approve it.
Superkind Team
Every example is set at Schneider GmbH, a made-up company
Four Superkinds, each with one clear job. They all share the same company knowledge, so the Search Assistant knows the Deadline Manager’s dates
How the patent application for a new pump by Schneider GmbH runs through the four Superkinds
@Superkind Schneider GmbH has a new pump technology. Prepare the patent application.
searches the prior art and documents the results
Search reportmonitors the filing deadline and sets reminders
Deadline plan With your approvalcreates the fee overview and books payments
Fee list With your approvalinforms the client about the current status
Status emailThe application is filed and the client is informed.
Collects the patent search results, creates the report in Word and stores it in SharePoint
@Superkind Summarize the search on Schneider’s pump technology.
The search report is in SharePoint. I flagged three relevant documents.
Write in Teams: "@Superkind, I need a Search Assistant. Document our patent searches."
Connect SharePoint and Outlook. Superkind stores reports and reads sources from the inbox.
Set the rule: "Every report waits for my approval before it goes to the client."
Maintains the deadline list in Excel, sets calendar entries and reminds you by email in time
@Superkind Which patent deadlines are due this month?
Four deadlines this month:
Write in Slack: "@Superkind, I need a Deadline Manager. Check the open patent deadlines every morning."
Connect Excel and the calendar. Superkind reads the list and sets reminders.
Say when it runs: "Every morning at 8 in #patent." From then on the overview comes automatically.
Creates fee overviews in Excel, reconciles payments in DATEV and reminds about open items
@Superkind Create the fee overview for the Schneider application.
The overview is in Excel. Three items are awaiting payment:
Write in Teams: "@Superkind, I need a Fee Administrator. Manage office fees and billing."
Connect Excel and DATEV. Superkind creates overviews and reconciles payments.
Confirm the rule: "No payment without my approval."
Creates status reports from case data in SharePoint and sends them as emails to the clients
@Superkind Inform Schneider that the patent application has been filed.
The email is ready and waiting for your approval:
Write in Slack: "@Superkind, I need a Client Liaison. Write status emails to our clients."
Connect Outlook and SharePoint. Superkind takes the case data and creates the email.
Set the rule: "No email goes out without my approval."
Only if you want it to. You decide what may go out on its own and what needs your approval. It shows you status emails and reports first.
Superkind documents and summarizes what you have searched. The technical assessment stays with you. It saves you the time for formatting and filing.
Yes. What one Superkind learns goes into your company knowledge, and every Superkind uses it. So the Client Liaison knows the Deadline Manager’s status.
You can try Superkind for free, with up to 150 hours of work and no credit card. Business starts at €50 a month for unlimited users. €1 gets about one hour of work done. Every plan is on the pricing page.
Superkind keeps storage and AI models in the EU, is GDPR compliant and aligned with the EU AI Act. No model is trained on your data.
The other departments and their Superkinds
Monitoring portfolios, creating reports, preparing meetings and informing clients.
Recording claims, sending demands, checking payments and contacting debtors.
Creating quotes, scheduling installations, applying for subsidies and documenting commissioning.