Financial Advisory & Services

Assembly Debuts New Identity and AI Assistant for Professional Service Firms

Formerly Copilot, Assembly reintroduces itself with a name and new tool that reflects its mission of helping service-based businesses stand out in the AI-driven SaaS landscape.

Assembly, the first AI-powered platform purpose-built for professional service firms, today announced its rebrand from Copilot to Assembly and its beta launch of Assembly Assistant, the go-to internal AI colleague supporting professional service firms to streamline client work and administrative tasks. The new name reflects the company’s mission to help professional service firms stand out with an all-in-one client management platform that delivers remarkable client experiences. Assembly Assistant extends this mission, giving businesses an AI agent for back-office tasks so they can focus on delivering high-touch, human-centered client experiences. The shift in branding addresses the challenges with discoverability under the previous name, giving Assembly a stronger, distinctive brand identity and recognition in the SaaS market.

Assembly equips thousands of tech-enabled service-based businesses, spanning industries such as accounting, consulting, marketing, financial services, law and beyond. With its modular client portal platform that centralizes client management, messaging, contracts, payments and more, Assembly provides the kind of polished client experience once reserved only for larger enterprises and helps firms of all sizes build trust, strengthen relationships and stay competitive as AI services increasingly go direct-to-consumer.

“When we chose to rebrand to Assembly, we wanted a name that reflects both the unique struggles of service firms and our vision for the future,” said Marlon Misra, CEO and co-founder of Assembly. “Service businesses today are forced to stitch together a patchwork of tools. Assembly represents a single place where those pieces finally come together.”

The company has already amassed a trusted customer base of more than 1,000 businesses serving 1 million clients, from small to mid-sized businesses (SMBs) to teams within larger institutions like Capital One. These teams previously often juggled separate tools for client communications, billing, knowledge sharing and more, resulting in lost productivity, higher costs and disjointed client experiences.

“Our hotel partner onboarding process used to take 50 to 60 days,” said Phillip LaRue, Sr. Director of Luxury Travel at Capital One. “With our Assembly, we’ve cut that timeline nearly in half, and we’re continuing to build features that make it faster and easier for partners to go live in our program.”

With the launch of Assembly Assistant, businesses are now able to further enhance their client services, tap into client-specific knowledge instantly, automating routine tasks while focusing on higher-value work. This reflects the company’s long-term vision of making it easier for entrepreneurial firms to get started and succeed. With the AI-driven SaaS landscape and consolidation accelerating across industries, professional service firms are increasingly seeking platforms that can replace a patchwork of point solutions. Assembly not only simplifies the complexity of client management but also future-proofs how businesses operate, setting a new standard for how they compete and thrive in a crowded marketplace.

Assembly is positioned to lead the next wave of professional services. Where AI reshapes industries and client expectations continue to rise, Assembly provides a human-centered, tech-enabled platform that helps firms deliver clarity, control and exceptional client experiences no matter what stage of growth.

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