Before Max was a product, he was our teammate. We built him to help us grow our business, and we still run on him every day. Every meeting we prepare for, every reply we draft, every hard decision we debate, every call we're on, Max is part of it. A lot of companies don't use their own product. We do.
As a team, we have more than 50 years inside regulated, relationship-driven institutions. We've seen up close how these businesses work: how information flows, how teams operate, and where things fall through the cracks. We've lived the problem Max takes on. The context a business runs on lives in people's heads and inboxes, and never makes it into any system.
Tim has led technology groups inside investment banks for thirty years and was named Best Sell-Side Technology Executive at the 2014 American Financial Technology Awards. He holds a BA in Physics, Economics, and French from Duke University and an MBA from MIT Sloan. Outside work, he is an avid skier, runner, and judoka.
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Vikas has led development teams inside investment banks for twenty-five years, building the systems these businesses run on day to day — with a deep, first-hand understanding of how they actually operate. He holds a BE in Information Science & Technology from B.M.S. College of Engineering. Outside work, he is an avid hiker.
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Max holds a Ph.D. in Awesome. He is convinced he is an avid skier, so forgive him on powder days if he seems a little rushed to wrap up business. When the snow is thin, he works through a stack of novels.
The rest of the time he works beside your team, and he says each thing only to the people cleared to hear it.
A conversation about Agent Max, or just a note about the agentic era.