All demos
Reporting & advisory
Relationship-manager copilot
Ask a question about a client in plain language and get a sourced answer from your own systems.
Simulated data2 min
Interactive demonstration — simulated data. No real compliance decision is being performed.
Demonstration environment — simulated client data.
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The problem
Preparing for a client meeting means pulling positions from the PMS, notes from the CRM, open items from operations and documents from the file — often by asking colleagues.
Today, typically
- 1Pull positions and performance
- 2Search CRM notes
- 3Ask operations about open items
- 4Check document status
- 5Write a briefing
Automated workflow
- Question is interpreted
- Relevant records are retrieved from connected systems
- An answer is drafted with sources
- The RM reviews before using it
Where people stay in control
- Answers cite their sources so they can be checked
- Nothing is sent to a client without the RM's review
Why automate this?
Illustrative examplePotential impact — illustrative, not measured results.Time
Meeting preparation could take minutes rather than a morning.
Capacity
Fewer internal requests to operations and compliance for routine information.
Quality
Answers draw on the same systems every time, with sources shown.
Experience
More prepared conversations with clients.
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