We build locally-running AI systems around the way your business actually operates. Artemis is our flagship — the AI operating layer for the front office of financial services.
Leads arrive. Someone calls, asks the same questions, takes notes, decides who's worth an advisor's time, and writes it up. Most firms run this by hand, or stitch together tools that don't understand each other.
Smith & D'Arruda builds a single system that runs it end to end — designed around how your firm already works.
A single lead moves through the whole stack. Each layer hands structured context to the next — nothing is re-entered, nothing is lost.
A lead enters. Artemis registers the prospect and the intent behind them.
Inbound and outbound calling in natural conversation, within seconds of a lead arriving.
The firm's opening questions are asked and the conversation is captured in real time.
Speech becomes clean, structured language — every answer in its place.
The model interprets meaning: assets, horizon, intent, concerns, fit.
The opportunity is evaluated against your firm's own qualification criteria.
The prospect is matched and assigned to the right advisor.
A concise intelligence summary is generated for that advisor.
The advisor enters the relationship already prepared to advise.
Artemis never replaces the advisor. It removes the operational weight — the calling, the note-taking, the qualifying, the write-ups — so your advisors spend their time on the one thing software can't do: build trust and design a strategy.
We don't hand you a login and wish you luck. We study your firm, map the workflow, and build the system around it.
We study how your firm actually runs today.
We map the real path from lead to advisor.
We design, build, and deploy the system around it.
We keep improving it alongside your firm.