MarketingAgenticHigh complexity
Wealth Client Engagement
Give advisers back the time they spend on meeting notes, follow-ups and suitability paperwork.
How we approach it
An assistant drafts meeting notes and suitability records from the adviser's notes or a recorded call (with consent), prepares follow-ups and flags portfolio events worth a call. Nothing reaches the client without the adviser's approval, and every draft keeps a link to its source for MiFID II record-keeping.
Business value
More adviser time with clients and cleaner records
Technology stack
- Speech-to-text
- LLM with retrieval
- CRM integration
- portfolio analytics
- approval workflow
Related service
Proprietary AI DevelopmentRelated use cases
- Financial Services · MarketingCustomer Lifetime Value PredictionPredict which customers will be worth most over time, and what moves that value.
- Financial Services · RiskFraud Detection & ResponseCatch fraud on instant payments, where money leaves in seconds and authorised push payment scams look like ordinary customer behaviour.
- Financial Services · OperationsKYC Document ProcessingOnboard customers quickly while generated ID documents and injected selfies get harder to spot.