The Right Five Things on the CEO's Desk by 7am

The problem

The CEO of Phoenix Sustainable Investments was personally reading around 30 inbound reports a day, across analyst notes, regulatory updates and market commentary, because nothing could be trusted to filter them.

Our solution

A human-in-the-loop briefing service summarises the inbound reports overnight, cross-checks each against regulatory feeds, and puts a printed morning briefing on the CEO's desk by 07:00, with no software installed on company devices and all data held in the group's own tenant.

Underneath sits the regulatory pipeline we built: it tracks the regimes the group answers to and maps each change against what the business already runs. A compliance hub is being built on the same foundation, so monitoring and reporting sit in one place rather than in an inbox.

Results

• Around 30 reports a day read and distilled overnight
• The right five things on the desk by 7am
• Zero footprint on company devices; data stays in the group's tenant