TellerbirdBook a walkthrough
Tellerbird
Book a walkthrough ↗

Tellerbird for financial teams

Your whole firm.
Working as one.

Bring your people, research and client work together.
AI built around the way your firm works.

Book a walkthrough Watch the 30-second film
A closer look

Tellerbird in 30 seconds

Less preparation.
More room to think.

Bring the paperwork together. Find what matters. Put the next piece of work in your team’s hands.

  • Research documentsA sourced brief
  • Notes, email and portfolioA meeting pack
  • A new client fileA clear list of open checks
Illustrated workflows · Work stays with your team for review

The desktop workspace

Pick up where
your team left off.

One place for the research, the relationship and the next task.

See the team at work
tellerbirdDesktopProduct preview
Firm workspaceYour workspace

FRIDAY, 18 SEPTEMBER

Your work, ready to move.

Your team’s work, with the next step already prepared.

Active workflows04Across research and client work
Ready for review03Sources attached. Owner assigned.
Needs your input01A client follow-up to confirm
Your work queue 4
Assigned to you
Firm context, carried into every task.Permissions follow the person.
Private firm workspaceIllustrative UI · Fictional data
Interactive product example · Fictional firm and client records

From a Singapore investment bank & multi-family office
Reported deployment results · August 2026 case study

3 days → minutesResearch preparation
Weeks → hoursClient onboarding
83Configured automations

Your firm. Your way of working.

Built around
your kind of firm.

Choose your team. See the work it could deliver.

Boutique advisory and independent investment banks

More time on the mandate.

Give deal teams a prepared starting point, from first research to the next client meeting.

  • ↗Company and sector research
  • ↗Buyer lists, models and pitch materials
  • ↗Diligence questions and client follow-ups
See it for your team
NORTHLINE
PARTNERSCEDAR / 026 · DRAFT 03
18 September 2026

Sell-side preparation · Company brief

Project Cedar

Alderway Components

Precision manufacturing · Southeast Asia

Business at a glance

Supplies precision components to industrial equipment manufacturers in three regional markets. The top five customers account for 54% of FY25 revenue. 1

Financial summary · US$ millions
Year ended December20242025
Revenue23.428.6
Adjusted EBITDA4.15.1
EBITDA margin17.5%17.8%
Net debt2.83.2
Source notes

1. Fictional FY25 annual report, pp. 12–18. 2. Fictional diligence tracker, item 07. All companies and figures in this preview are illustrative.

Deal team · Internal working paper01

Illustrative deal brief · Fictional firm and company

Through the working day

From the source file
to the next decision.

Open a workflow and try it for yourself.

01 / Research

Read the sources. Prepare the brief.

Company records and financials, assembled into a sourced draft.

Follow the workflow
tellerbirdResearchProduct preview
Project Cedar / Company researchYour workspace
v3 · Draft
CEDAR / 026

COMPANY & MARKET OVERVIEW

Alderway
Components

Precision manufacturing · Southeast Asia

18 September 2026Prepared for the deal team
01
The business

Custom precision components for industrial equipment manufacturers across three regional markets. Recurring customers anchor the order book. [1]

02
The financial picture

Revenue grew 22.2% to $28.6m in FY25. EBITDA of $5.1m implies a 17.8% margin, broadly in line with FY24. [1]

03
What needs a closer look

The top five customers contribute 54% of sales. Contract renewal dates and customer-level margins remain open diligence items. [2]

Confirm the revenue split between repeat orders and new customers.
Source references included01 / 04
Private firm workspaceIllustrative UI · Fictional data

Interactive product examples with fictional records. Review actions stay in this preview.

Access & responsibility

Your team sets
the boundaries.

  • The right access.

    Scoped to the person, team and mandate.

  • The original evidence.

    Sources stay attached to the work.

  • A named reviewer.

    A person approves client-facing work.

Follow a review
Ivory, sage and teal paper folders holding a set of source documents
Sample client
Private client workspace
CLIENT PREPARATION

Quarterly review

Portfolio · Mandate · Meeting notes
AdviserReviews before anything is sent
Illustrative review · Fictional client records

Scope & pricing

What would it be worth
to your firm?

Put the time returned beside the full cost.

Built around your firm

One scope.
A clear proposal.

Choose the workflows. Keep your model contracts. See every cost before you start.

  • Configured for your team
  • Your choice of supported models
  • Implementation and running costs separated
Scope your first workflow
YOUR PROPOSAL01 / 03

Three parts.
One complete cost.

ImplementationConnect & configure
Once
TellerbirdYour team’s workspace
Recurring
Models & hostingYour chosen providers
Usage
Each cost stated separately
Proposal structure · Priced to your scope

Make it your scenario

What would five hours
a week be worth?

All values are editable. Amounts in US dollars.

Enter your quoted costs Example values below

Your modelled return

182 hours

of team capacity returned each month

Monthly capacity value$16,380

Monthly running cost$3,800

Monthly value after running cost
$12,580
First-year net capacity value
$135,960
Modelled implementation payback
1.2 months
First-year ROI on entered costs
224%

Operating break-even: 1.2 hours saved per person each week, at your adoption assumption.

Illustrative capacity model, not a Tellerbird quote or a guaranteed saving. Reclaimed time is capacity value; it is not automatically a reduction in payroll.

See the calculation and assumptions +

Monthly hours = people × weekly hours saved × 52 ÷ 12 × adoption. Capacity value = hours × fully loaded hourly cost. First-year cost includes 12 months of running cost plus implementation. First-year ROI = (annual capacity value − first-year cost) ÷ first-year cost. Payback assumes the full modelled benefit starts immediately and stays constant; rollout time, taxes and financing are excluded. Add any required data licences, support or other recurring costs to the monthly inputs. Review time should already be deducted from your hours-saved assumption.

Model access and billing depend on the chosen provider and integration. Subscription entitlements and API usage can be separate. Example: OpenAI billing terms ↗

On the roadmap · Know Your Agent

A place for your
client’s assistant.

A verified identity. Specific access. An expiry your team controls.

Discuss this with us
CLIENT ASSISTANTConcept

Your client’s assistant

Access requested by the client

Identity
Verified by the firm
Access
Named records only
Expiry
Set by your team
Proposed experience · Not in production

Before we talk

A few practical
questions.

What is Tellerbird?

Tellerbird brings bespoke AI into the daily work of financial firms. We connect your data, research, client work and operations in one system, configured around your team. Your people work through a desktop workspace, chat and the operational apps their roles need.

Who is it built for?

Boutique investment banks, independent wealth and asset managers, and multi-family offices with experienced teams and repetitive operational work. We also configure workflows for private-equity and corporate-development teams. We start with a defined team, a useful workflow and an accountable owner.

Are these live product screens?

The interactive examples on this website use fictional records to show how the work fits together. The reported results come from an August 2026 deployment case study at a Singapore investment bank and multi-family office. Client-facing Know Your Agent remains on the roadmap.

Does Tellerbird give investment advice?

No. Positions and scenarios are calculated in code. The AI drafts an explanation. Advice and outbound work are held for a named person to review and approve; the model cannot approve its own action.

Where does our data live?

Tellerbird is deployed as a single-tenant system inside the firm's perimeter, using the firm's own model subscriptions. The deployment and connected systems are configured against the institution's requirements.

What does it cost?

Pricing follows your scope: the workflows, users, integrations and support you need. Your proposal separates implementation, the recurring Tellerbird fee, and the model and infrastructure budget. The calculator on this page uses editable example costs; it is not a quote.

Can we bring our own models and subscriptions?

Yes. Keep your vendor contracts and choose supported subscription connections, approved APIs or local models for suitable tasks. Availability, included usage and billing depend on the provider and integration. A chat subscription does not automatically include API usage.

What is Know Your Agent?

The roadmap for admitting a client's own assistant as a named, scoped participant. The bank would verify the assistant, set its permissions and expiry, record each request, and retain the ability to revoke access. Advice would still go to the relationship manager.

How do we see it with our own workflow?

Book a walkthrough. We can work through your onboarding process, reporting requirements or a typical relationship-manager task, then map what a deployment would need.

A conversation about your firm

Bring a piece of work
you know well.

We’ll map the workflow, the connections and the cost.

Book a walkthrough