The Problem
Advisors waste hours hunting for client information across CRMs, custodian portals, email, shared drives, and planning software. Before every client call, they open 5+ tabs to piece together the full picture. Simple questions like "When did we last rebalance this account?" become 10-minute research projects. The result: advisors spend more time as data clerks than trusted counselors, and clients notice the hesitation.
Revenue Impact
Capped book size per advisor; inability to scale without linear headcount growth.
Cost Impact
High labor cost (paying $150k+ staff to do data aggregation); wasted support staff hours.
Risk
Compliance risk from 'winging it' due to lack of prep; missed client life events or portfolio drifts.
Client Context Aggregator
AI AgentConnects disparate data silos to build a unified view of the client's current state.
What The AI Does
Scans email history for recent sentiment and requests
Pulls real-time AUM and cash balance from Custodian
Retrieves family details and life events from CRM
Identifies outstanding tasks or compliance alerts
Briefing Drafter
AI AgentSynthesizes raw data into a readable, executive-style summary for the advisor.
What The AI Does
Generates a one-page 'at a glance' summary
Highlights top 3 talking points based on recent activity
Flags portfolio drift or cash needs
Drafts suggested agenda items based on last meeting notes
Advisor Review
Human ReviewAdvisor quickly verifies the brief and adjusts the agenda before the client call.
Review Criteria
Expected Impact
From manual data gathering to high-level strategic review.
Before:
Advisor spends 1-1.5 hours hunting through 4+ browser tabs to build a mental picture of the client's status.
After:
Advisor receives a concise, accurate briefing document in their inbox/Slack 24 hours before the meeting.
Result:
90% reduction in time spent searching for client information (from 15 mins to under 1 min)