Margaret Ellison, advisor (synthetic persona)Senior advisor, founder and executive practice, New YorkAbout $820M across 183 households; four relationships above $50M; 7 of those households are in this prototypeWho's who

Service requests

Each request classified by rule and routed with a response-time target. Measured on time to resolution, never on volume. Replies are drafted; people send them.

Service

I read 6 open requests from Margaret Ellison's clients on 3 channels. 1 need a callback before any money moves; 3 past target; 5 replies drafted for the team.

How I got there

1. ClientRead each request as the client wrote itThe text, the channel and when it arrived.
2. AgentClassified it against 6 routing rulesFirst matching rule wins; money movement is first and always requires a callback to a number on file.
3. AgentRouted it with a response targetHours left are counted from arrival, so the queue is ordered by what runs out first.
4. AgentDrafted the reply where no callback is requiredFrom the request and the client file; never from a model at runtime.
5. YouLeft the send, and every callback, to a personNothing here moves money or leaves the building.

In production a model reads the request's free text more capably; the routing rule and the callback requirement stay deterministic.

1 need a callback before release 3 overdue 6 open

Queue, most urgent first

Client	Request	Type	Goes to	Time	Control
Thornbury Email from the client's CFO	Client“Please wire $1.2M to the fund for the capital call on the 15th.”	Money movement	Advisor, then operations	2h left of 4h	YouCall the client back on a number already on file to confirm before any money moves. An email instruction alone is never enough.
Brandvold Phone	Client“Can you get the transfer value of my UK pension moved here?”	Transfer in	Advisor and wealth strategist	overdue by 8h	YouReply drafted for the team to review and send.
Alcott Email	Client“Set up this year's required withdrawal, paid monthly.”	Distribution set-up	Client service associate	overdue by 4h	YouReply drafted for the team to review and send.
Vasquez-Hale Email	Client“What happens to my old 401(k) if I don't sign the form yet?”	Question	Advisor	overdue by 2h	YouReply drafted for the team to review and send.
Renner Email	Client“Our accountant needs last year's tax documents.”	Documents	Client service associate	4h left of 24h	YouReply drafted for the team to review and send.
Okafor-Lind Phone	Client“Please change the primary beneficiary on the trust account to N. Okafor-Lind.”	Beneficiary change	Client service associate	18h left of 48h	YouReply drafted for the team to review and send.