Published on 25 August 2026
MEG and the RCA tools serve the most visible part of the job: the forecast you present to the bank, the dashboard you talk through with the business owner. Hesitating over how to do something in the middle of a meeting costs more here than anywhere else. Better to have the answer already to hand.
What the assistant has already read
RCA's help centre, with its 131 articles, and the vendor's YouTube channel, whose 30 videos the assistant has read, both counted on 25 August 2026: when the answer comes from a video, it cites it with the link, and your team member watches it at the right moment instead of hunting for it. The whole thing resynchronises on its own, at the pace of the vendor's publications.
What your teams teach it
Your forecast templates, your in-house assumptions, your presentation habits: none of that sits with RCA, it all sits with you. The assistant learns it from your teams and adds the answers obtained from support, consolidated into the firm's knowledge base once and for all.
Between your teams and RCA support
When the answer exists nowhere, the assistant can take over, if you decide so: it writes to support, tracks the request, follows up when needed, and brings the answer back to you. Who asked and for which client file, how long the wait has been: the tracking is in front of you, and once validated, the answer that comes back joins the knowledge base.
