Your AI Client Service & Advisory Teammate answers account inquiries instantly, surfaces portfolio insights for advisors, automates routine service requests, and generates personalized client reports — so your team can focus on high-value relationship building.
From instant account inquiries to proactive portfolio insights, your AI teammate empowers advisors and delights clients at every touchpoint.
Answers client questions about balances, transactions, account status, and statements in real time — across chat, email, and phone channels — without advisor intervention.
Aggregates portfolio performance data, identifies allocation drift, flags rebalancing opportunities, and surfaces actionable insights for advisors before client meetings.
Generates customized quarterly reviews, performance summaries, and financial planning updates tailored to each client's goals, risk profile, and communication preferences.
Handles routine requests — address changes, beneficiary updates, distribution requests, and document retrieval — automatically with full audit trail compliance.
Provides advisors with contextual client intelligence before every interaction — recent activity, life events, upcoming milestones, and engagement history at a glance.
Triggers automated market updates, portfolio alerts, and milestone notifications — keeping clients informed and engaged without adding to advisor workload.
Designed for wealth management, advisory, and client service leaders who need to scale personalized service without scaling headcount.
Leaders responsible for AUM growth, client retention, and advisor productivity — seeking AI that amplifies advisor capacity without compromising the personal touch.
Operations leaders managing service teams who need to reduce call volumes, improve first-call resolution, and maintain compliance across every client interaction.
C-suite leaders accountable for client satisfaction, NPS scores, and competitive differentiation — looking for technology that delivers measurable experience improvements.
AI Client Service & Advisory directly displaces manual, reactive service processes — giving advisors more time for relationship building.
Every AI Client Service deployment is benchmarked against the metrics that matter most to wealth management and advisory leaders.
Consistent, instant, personalized service drives satisfaction scores above 90% — outperforming industry benchmarks.
AI resolves routine inquiries on first contact — reducing callbacks, escalations, and advisor interruptions.
Client inquiries are answered in seconds instead of hours — across chat, email, and phone channels simultaneously.
Advisors spend less time on routine service and more time on high-value client interactions and business development.
Proactive communication and personalized service reduce client attrition and protect assets under management.
Automated inquiry handling and self-service workflows dramatically reduce per-client service costs.
Your AI teammate integrates with the wealth management, CRM, and portfolio systems you already use — no rip-and-replace.
Native integration with Salesforce Financial Services Cloud for client profiles, interaction history, and opportunity management.
Bi-directional sync with portfolio management platforms for real-time holdings, performance data, and rebalancing alerts.
Connects to financial planning tools for goal tracking, retirement projections, and plan update notifications.
Integrates with Outlook, Gmail, and unified communications platforms for omnichannel client engagement tracking.
Connects to Schwab, Fidelity, Pershing, and other custodians for real-time account data and transaction processing.
RESTful APIs and configurable webhooks for any system not covered by out-of-the-box connectors — fully extensible.
A structured, phased deployment that delivers measurable results from the first sprint. No multi-year transformation required.
Every interaction is auditable. Every recommendation is governed. Built from the ground up for fiduciary-grade advisory environments.
Every investment recommendation and complex request routes to a human advisor. AI handles routine service — advisors retain fiduciary authority.
Full interaction audit trails, role-based access control, and compliance logging designed for SEC and FINRA examinations.
Data residency controls, AES-256 encryption at rest and in transit, and configurable retention policies for every jurisdiction.
Connects to Salesforce, Black Diamond, Orion, MoneyGuide, and custodian platforms via secure APIs and integration bridges.
See measurable results — higher satisfaction scores, faster response times, and increased advisor productivity — within your first month. No multi-year commitment. No rip-and-replace. Just results.