EquilibriumAI

Agentic Assignment Platform

Total AUM
$4.2B +3.1%
Total assets under management across Pacific NW region
At-Risk Retention
12% −1.4%
Clients with >60% churn probability in 90 days
AI Optimization
Active
equilibrium-v3.2 processing Wilson attrition event
AM
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ATTRITION ALERT 10:04:08 UTC

Senior Advisor James Wilson •Region: North • 142 Clients ($840M AUM) Pending Re-assignment

Relationship Manager Hub

Click any RM card for drill-down • 5 RMs active

Governance & Conflict Resolution

1 CONFLICT RESOLVED
Internal Policy Violation — Rule §4.7.2

Client A (Robert Hayes — CEO, Apex Holdings, $24M AUM) and Client B (Sandra Voss — COO, Apex Holdings, $18M AUM) cannot be assigned to the same RM per information barrier policy.

AI Resolution: Split-Assignment Protocol
RH
Robert Hayes
CEO, Apex Holdings
Assigned to:
SC
Sarah Chen
UHNW Specialist
96%
SV
Sandra Voss
COO, Apex Holdings
Assigned to:
DO
David Okonkwo
Family Office Lead
91%
Information barrier enforced — 100% compliant
Resolved in 0.34s

Agent Reasoning Trail

Wilson Attrition — Live Response

Processing
Session #EQ-2847
Elapsed: 00:04:32