Your advisers spend the day building the file instead of advising.
Every new client means the same documents requested, chased, checked and filed by hand. The advice takes an hour. The paperwork around it takes the rest of the week.
What it costs you
Onboarding by email chain
FICA documents arrive in pieces, over weeks, in whatever format the client had. Someone has to chase every missing page.
The file that is never finished
Records of advice live across inboxes, notes and the CRM. When your compliance officer asks for the file, someone assembles it.
A CRM nobody trusts
Client records go stale because updating them is extra work. Reviews slip because nothing tells you they are due.
Another administrator buys you more chasing. It does not buy you a file that builds itself.
What we build
Onboarding and record-keeping, run by supervised agents
We install Johan OS — the AI operating system Heferon builds and runs — on your client operation. Your advisers and compliance officer stay accountable for every decision; the agents do the collecting, checking and filing.
- Verification workflows for regulated onboarding — AI FICA/KYC Agent
- Documents captured, extracted and filed to the client record — AI Document Processor
- Missing items flagged before the file goes to review
- Review dates tracked, and client follow-up drafted from the record
- An audit log on every agent action, for your compliance officer
Available now for financial services & ifas
SMME AI Essentials
Your enquiries get answered on the channels they arrive on, and the automations behind them stay maintained — checked, fixed and tuned every month.
R3,500per month
monthly · 3-mo min
What’s included
No-Code Automation Sprint
Your process works because somebody remembers it. Get the handoffs built as workflows you can open, read and change, with your team trained to run them.
R29,500once-off
or R7,500per month
2-week build · 5 workflows · training included
What’s included