Build your Twin
Your AI team for financial services — monitoring trades, syncing CRMs, watching regulators, replying to leads. Compliant. 24/7.
“$40k of ARR in the first 72 hours after launch. Twin monitors Stripe, syncs to our CRM, and pings the right advisor with a draft welcome email.”
Ian Karnell
Vast Advisor · Financial-advisor growth platform
we've freed humans from
repetitive tasks
Connect your deal stack.
Twin builds connectors in real time — Salesforce, MP360, Surge HQ, JustCall, Stripe, QuickBooks, regulator feeds. Maintains them when APIs change. Plus 5,000 integrations already built by users.
Get data others can't reach.
Twin's proprietary Browser agent logs into Bloomberg, scrapes regulator filings (SEC, FCA, MAS, VARA), pulls deal docs from gated PE rooms — paid tools, internal systems, anything you can access.
“Twin handles regulatory tracking across VARA, MiCA, FCA. Three jurisdictions, weekly briefings, action items pre-flagged. We replaced a paid newsletter and a research analyst.”
Robert
Stratalink · Digital-asset advisory
Explain Twin your goal
What do you want to achieve, what's blocking you. Twin asks the right questions back.
Twin builds your agent
No specs, no workflows, no code. Twin handles every detail you didn't think of.
Your agent runs autonomously
On a schedule, on a webhook, on a Slack message, on an incoming email — whenever it should.
Which jurisdictions are priority — and what's the format your LPs expect?
I'll watch all six regulators daily, summarize the weekly tier-1 changes with action items first, monthly tier-3 in a separate section, and email it to you Sunday at 12 PM GMT. Want me to also flag anything that touches our portfolio companies' jurisdictions specifically?
Real desks. Real deals. Running every day.
From wealth-advisor platforms to mortgage brokerages, prop trading shops to private credit funds — finance teams are replacing Bloomberg add-ons, analyst hires, and SaaS stacks with a single conversation.
Join them$40k of ARR in the first 72 hours after launch. Twin monitors Stripe, syncs to our CRM, and pings the right advisor with a draft welcome email. Our reply rate is 3x what it was on Outreach.
Ian KarnellVast Advisor
AI growth platform for financial advisors.
Even if I give it 3 wrong answers, 'let's try this another way' — it's problem solving every time. I'm not technical and I built 6 outbound integrations in a week for our advisor pipeline.
Ian KarnellVast Advisor
AI growth platform for financial advisors.
First time I've had an AI that actually executes — it doesn't just give me an outline, it sends the policy quote, books the call, and updates Salesforce.
Kris CalagosPrudential Philippines
Large life insurance and advisory network.
He threw curveballs at the system, couldn't break it — and called it the best deal-flow tool he'd seen. We replaced two analysts and a $4k/mo CRM stack.
Manuel CabanCrux Bridge Holdings
Small private investment and advisory firm.
An equivalent self-hosted setup would cost us about €6,000. The always-on background execution is the main selling point — runs while we're asleep.
Sakarias StrandNordic defence sector
Independent Nordic defence software consultant.
Twin scans the government contract, tells us bid or no-bid, and generates the full proposal. Our finance ops bandwidth doubled overnight.
Kyle K.Event Ops Depot
Event logistics and government contracting firm.
Twin operationally is the easiest — without n8n, GitHub, or piecing those parts together. The one-platform idea matters at finance margins.
Jim WatkinsPatriot Drug Testing
Nationwide workplace drug-testing provider.
Twin handles regulatory tracking across VARA, MiCA, FCA — three jurisdictions, weekly briefings, action items pre-flagged. We replaced a paid newsletter and a research analyst.
RobertStratalink
Digital-asset advisory & ecosystem intelligence.
Visual builders just feel slow now. A simple conversation is all you need. Twin replaced two ops hires we were about to make for our advisor team.
AlexAutomation Lead
Senior ops & automation lead at a mid-market wealth platform.
I spent two hours on a Friday afternoon — the next Friday, the weekly run came through automatically. It worked exactly as expected for our weekly LP report.
Tennessee LockmanPellera Technologies
Enterprise IT and AI solutions provider.
$40k of ARR in the first 72 hours after launch. Twin monitors Stripe, syncs to our CRM, and pings the right advisor with a draft welcome email. Our reply rate is 3x what it was on Outreach.
Ian KarnellVast Advisor
AI growth platform for financial advisors.
Even if I give it 3 wrong answers, 'let's try this another way' — it's problem solving every time. I'm not technical and I built 6 outbound integrations in a week for our advisor pipeline.
Ian KarnellVast Advisor
AI growth platform for financial advisors.
First time I've had an AI that actually executes — it doesn't just give me an outline, it sends the policy quote, books the call, and updates Salesforce.
Kris CalagosPrudential Philippines
Large life insurance and advisory network.
He threw curveballs at the system, couldn't break it — and called it the best deal-flow tool he'd seen. We replaced two analysts and a $4k/mo CRM stack.
Manuel CabanCrux Bridge Holdings
Small private investment and advisory firm.
An equivalent self-hosted setup would cost us about €6,000. The always-on background execution is the main selling point — runs while we're asleep.
Sakarias StrandNordic defence sector
Independent Nordic defence software consultant.
Twin scans the government contract, tells us bid or no-bid, and generates the full proposal. Our finance ops bandwidth doubled overnight.
Kyle K.Event Ops Depot
Event logistics and government contracting firm.
Twin operationally is the easiest — without n8n, GitHub, or piecing those parts together. The one-platform idea matters at finance margins.
Jim WatkinsPatriot Drug Testing
Nationwide workplace drug-testing provider.
Twin handles regulatory tracking across VARA, MiCA, FCA — three jurisdictions, weekly briefings, action items pre-flagged. We replaced a paid newsletter and a research analyst.
RobertStratalink
Digital-asset advisory & ecosystem intelligence.
Visual builders just feel slow now. A simple conversation is all you need. Twin replaced two ops hires we were about to make for our advisor team.
AlexAutomation Lead
Senior ops & automation lead at a mid-market wealth platform.
I spent two hours on a Friday afternoon — the next Friday, the weekly run came through automatically. It worked exactly as expected for our weekly LP report.
Tennessee LockmanPellera Technologies
Enterprise IT and AI solutions provider.
Always at the frontier.
Twin embeds the best tools natively — and continuously benchmarks every frontier model from OpenAI, Anthropic, and Google to pick the best and cheapest for each task. Your agents always run on the edge.
Regulatory tracking
FCA, MiCA, VARA, IOSCO — weekly briefs with action items
Any CRM
Salesforce, HubSpot, Surge HQ, MP360, Pipedrive
Trade alerts
Watch markets, alert on thresholds, log to a daily P&L
Deal intelligence
Score every new HubSpot deal against your ICP, route hot ones
Loan + policy ops
Parse submissions, write to MP360 / Salesforce, flag gaps
LP + investor reports
Quarterly fund updates, deal one-pagers, branded PDFs
Compliance audit trail
Log every action, KYC check, doc signed — exportable
Multi-channel outreach
Email, SMS, JustCall, Dialpad — compliant cadences
Triggers & schedules
Daily briefings, on-trade hooks, on-deal-close webhooks
Finance pricing.
Less than a Bloomberg seat. Runs 24/7. Compliant audit trail. One closed deal covers years of Twin.
For
2,000
Credits
Pro
Scale ops without scaling headcount
- ~4 builds / month
- ~41 runs / month
- 100 emails / day
- Unlimited chat
- Web scrapers
- Browser Use Agent
- Image, video & slide generation
- Time triggers & webhooks
- Web search & deep research
- Agent deployment & monetization
- Priority support
Enterprise
For teams automating at scale
- Custom credit volume & pricing
- Private Slack with the team
- Agent optimization support
- Team & deployment setup
- Private events access
- Custom commercial terms
Compared to
Salesforce Flow wires triggers. Twin works the deal.
Salesforce Flow needs an admin to wire every trigger and field. Twin reads what an advisor actually wants, drafts the follow-up, books the meeting, and updates the deal — without a Trailhead cert.
New contact
HubSpot
Delay for 3 days
Delay by Zapier
Find contact reply
HubSpot
Send email
Gmail
Learn how to build with Twin.
Tutorials, teardowns, and real workflows — straight from our channel.