Last updated 08-11-2026
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Augment
Augment turns expert business processes into automated workflows for sales teams and financial institutions. Instead of adding another dashboard, it delivers finished work products like pre-meeting briefs, CRM updates, and covenant exception reports directly into the inbox, Slack, and CRM records your team already uses. Every consequential step stops at a named human gate before anything closes.
Horizontal AI copilots summarize meetings or draft emails, but they sit beside broken workflows rather than fixing them. Augment redesigns the process first, then runs it through three layers: a data plane that connects to existing systems without copying data, a control plane with explicit human gates, and an intelligence layer encoding your policies and thresholds. McKinsey data cited on the site shows workflow redesign was the single largest predictor of AI P&L impact, which is why Augment targets the work between systems rather than replacing them.
Revenue teams get momentum briefs before every call and executive pulses every Monday. Banks and funds get 44 pre-built agent teams for covenant monitoring, investor onboarding, and credit file assembly. OneVizion's CEO reports that handoffs that used to take days now happen in seconds.
119 expert outputs for sales teams including Momentum Briefs and Executive Briefs delivered to inbox and CRM
44 pre-built agent teams for banks covering covenant monitoring, credit files, and investor onboarding
Human gate on every consequential step before approvals, closings, or exceptions finalize
Connects to existing CRM, core banking, and mail systems without copying data into a warehouse
SOC 2 Type II and ISO/IEC 27001:2022 certified with sovereign deployment options
First workflow live within 30 days through crawl-walk-run onboarding cadence
Delivers finished work products into existing inboxes and CRM records instead of adding another tool to check.
Human gates on every consequential step keep accountability that survives audit.
44 pre-built financial services agent teams and 119 sales outputs provide a head start rather than building from scratch.
SOC 2 Type II and ISO 27001 certification with sovereign deployment for regulated industries.
No self-serve pricing or free tier; every engagement starts with a demo and custom scoping.
Focused on enterprise sales and financial services, not a fit for small teams or general productivity.
Requires workflow redesign upfront, which adds time before the first automated output goes live.
What does Augment do?
Augment is an enterprise AI workflow platform that automates expert business processes for sales teams and financial institutions. It delivers finished work products like pre-meeting briefs, CRM updates, and covenant reports into the tools your team already uses, with human gates at every consequential step.
Which industries does Augment serve?
Augment focuses on two verticals: sales and marketing teams needing deal intelligence and CRM automation, and financial services institutions including banks and fund administrators needing covenant monitoring, onboarding, and compliance workflows.
Does Augment replace existing software?
No. Augment connects to your existing CRM, core banking systems, email, and collaboration tools without replacing them. The platform reads from your systems to act on data but does not copy it into a warehouse or require core provider changes.
How does Augment handle security?
Augment holds SOC 2 Type II attestation and ISO/IEC 27001:2022 certification. Your data is read to act on and not retained for training, with AES-256 encryption, immutable audit trails, and sovereign deployment options where data cannot leave your building.
How long does Augment take to deploy?
Augment targets one function with one live output within the first 30 days as proof before commitment. The crawl-walk-run cadence adds more workflows every two to three weeks, with one customer running 64 live workflows on two to three hours of Augment time per week.
How do I get pricing for Augment?
Augment uses custom enterprise pricing based on workflow scope and deployment model. You book a 45-minute demo, send one sanitized example of your document or process, and receive the workflow rendered with your gates and policies.