Wealth Management

Capture every client detail automatically. Zero manual CRM entry.

Client Conversations Don't Make It Into the CRM

Expected Impact
90%

reduction

Best Fit
RIA (Registered Investment Advisors)Wealth Management FirmsMulti-Family OfficesPrivate Banking Teams

The Problem

Advisors manually take notes during client meetings, but this vital information rarely makes it into the CRM in a structured, usable way. This leads to forgotten action items and missed opportunities, forcing advisors to re-discover information in subsequent meetings. The pain is felt by advisors who waste time on admin, and by firm leadership who lose valuable data and face compliance risks.

Revenue Impact

Missed cross-sell opportunities and increased churn risk due to forgotten client details

Cost Impact

Advisors waste 3-5 hours/week on non-billable data entry and admin

Risk

Compliance gaps due to insufficient documentation of 'Best Interest' advice (Reg BI)

Conversation Analyst

AI Agent

Processes raw audio to extract meaningful client intelligence from casual conversation.

What The AI Does

1

Transcribes multi-speaker audio with financial terminology

2

Separates social updates from financial updates

3

Identifies implied sentiment and emotional cues

4

Extracts key dates, amounts, and names mentioned

CRM Sync Engine

AI Agent

Takes the analysis and formats it strictly for the firm's system of record.

What The AI Does

1

Drafts the formal Meeting Note entry

2

Creates Task objects for action items

3

Updates client profile fields based on new information

4

Generates follow-up email draft based on discussion

Advisor Quick Review

Human Review

30-second checkpoint where the advisor confirms accuracy before committing to CRM.

ACTION 1
Push to CRM
ACTION 2
Edit Action Items
ACTION 3
Regenerate Email

Review Criteria

Accuracy of extracted facts
Tone of the follow-up email draft
Correct task assignments

Expected Impact

Moving from 'memory-based' relationship management to 'data-driven' client service.

Before:

Advisors split attention between listening and typing, followed by hours of manual data entry or incomplete records.

After:

Advisors focus 100% on the client; comprehensive notes, tasks, and compliance logs appear in the CRM within minutes after the call ends.

Result:

90% reduction in post-meeting administrative time

Ready to Solve This Problem?

Let's discuss how we can implement this solution for your specific situation. We'll help you understand the process, timeline, and expected outcomes.