Union's CEO Samvit Ramadurgam (ex-Forge co-founder) keeps 99% of their calls human-driven because relationship formation can't be automated. The edge? A real-time dashboard pulling context from 100k+ conversations—surfacing relevant profiles, asset pricing, and contextual talking points on the fly. The play here is augmented intelligence, not replacement. AI handles the scale problem (parsing massive conversation datasets), humans handle the trust problem (closing deals in private markets). It's the inverse of most fintech AI plays—agents don't pitch, they just arm the human with impossible-to-memorize market intelligence in real time. Smart architectural choice for high-touch, low-volume transactions where relationship quality >>> call volume.