For boutique and middle-market investment banks
Give the deal team its time back without losing process control.
Arvya handles the coordination work around live mandates inside Outlook and Microsoft 365.
See a banker workflowThe operating gap
Associates rebuild the same process state across scheduling threads, buyer trackers, CRM, and weekly updates.
Specialist agents prepare the work while the banker keeps judgment and approval.
01
Read the live process
02
Prepare the next action
03
Review in context
The specialist
Weekly Update Agent →EA-aware scheduling
Buyer tracker updates
Reviewable weekly drafts
In-tenant deployment, scoped access, and a full approval trail.
See a banker workflow ↗